What's happening: Machina Labs raises $124M Series C to build AI-driven intelligent factory
Machina Labs closed a $124 million Series C round led by Woven Capital, Lockheed Martin Ventures, Balerion Space Ventures and the Strategic Development Fund. The capital will fund a 200,000‑square‑foot Intelligent Factory in the United States, featuring up to 50 RoboCraftsman cells that produce complex metal assemblies for defense, aerospace and automotive customers.
Also developing:

In this episode, Michelle Urben explains Synergos Fund’s "continuum fund" model, which provides patient, evergreen capital to companies from seed through commercialization, rejecting the traditional exit‑focused VC mindset. She highlights how the fund aligns with conscious capitalism, offering flexible, transparent stakes while tackling large‑scale challenges like global energy demand and spent nuclear fuel recycling. The conversation also covers the benefits of a Washington, D.C. base, investor expectations for long‑term returns, and the fund’s approach to active investing and community building.

OpenAI has committed to spending $1.15 trillion on hardware & cloud infrastructure between 2025 & 2035.1
Why does Starcloud have Alex Wilhelm SO EXCITED about the future of the space economy? In this TWiST highlight, Alex and I examine Starcloud, the company aiming to build data centers in space. For now, they're starting small, putting just a...

Andreessen Horowitz announced it is pausing its Talent x Opportunity (TxO) fund, a program launched in 2020 to support underrepresented founders with a 16‑week curriculum and a $175,000 investment via a donor‑advised fund. The pause follows an email from partner Kofi Ampadu...
Was Sam Altman getting a little testy with AltCap on that Bg2 pod clip? Or was this all in good fun? In this TWiST highlight, Alex Wilhelm and I check out Sam Altman's appearance (with Satya Nadella) on Brad Gerstner, and...
There are now so many "accelerators" that I get spam from people making products for them. Very weird. I wrote all YC's original software, so every spam is either offering something I wrote, or something I didn't think was worth...

Elad Gil, a veteran solo VC, told TechCrunch Disrupt that while AI’s rapid evolution makes many segments unpredictable, several markets now have clear leaders. Foundational model providers such as OpenAI, Google, Anthropic, Meta, xAI and Mistral dominate the model space,...
We're entering the age of better startup ops. In software, tech has largely become a commodity. Distribution is also becoming commoditized. Ops is the way to stand out today. How? More >>
Popai Health, a patient‑conversation intelligence startup, announced an $11 million financing round led by Team8 and NEA with participation from strategic investors. The capital will be used to strengthen go‑to‑market efforts, accelerate adoption across health systems, medical groups, health plans and...
San Francisco‑based Popai Health, a patient conversation intelligence startup that uses Voice AI to capture and analyze information from phone calls, announced an $11 million financing round. The round was led by Team8 and NEA, with participation from strategic investors. The...
Founders: Ask your VCs in a quiet moment how much carry they have in the fund Very roughly, multiple this by the funds' ownership stake in your startup … and then once again by 0.2 That's about how much they own of you
Joelle built the AI lab at Meta She worked and learnt from Zuck She is one of the leading minds in AI What everyone thinks they know about AI but get wrong 👇 - Why Scaling Laws Will Continue - Why You Can’t Buy Success...

The post lists the ten most common errors founders make when hiring a VP of Sales, emphasizing that a successful hire must deeply understand the product, be willing to sell and close deals themselves, and bring a ready pipeline of...
The actual risk is not that OpenAI collapses, but that they become one of five players in a highly competitive market. They will face margin compression and declining market share, which reduces a 30x+ price to sales ratio down to 5x,...

NYC and SF Founders, this is your moment. Batter Up SF and Batter Up NYC are happening Nov 10 with an amazing panel of investors. ⚾ SF (6pm PT): https://t.co/cAqJ85ttH0 ⚾ NYC (6pm ET): https://t.co/vmE3f0YDPo Come and check it out! https://t.co/XYYvyB8D2H

In this episode, White House AI and Crypto Czar David Sacks joins Marc, Ben, and Erik to dissect the Trump administration’s approach to AI and crypto, highlighting a regulatory capture strategy by major AI firms. He argues that open‑source technology...
I invested in @nucleusgenomics because they’re building something EVERYONE should have access to - genetic insights that empower families to make better health decisions. That kind of awareness should be universal. https://t.co/2y3SBIRiC5
$10K budgets are teaching startup founders what $10M VC rounds never could; ship fast!

In this episode, Dan O’Connell, the new CEO of Front, discusses how the company is navigating the AI revolution by balancing legacy systems with innovative technology, emphasizing that the toughest part of transformation is deciding what to let go of....

This founder is basically giving it away to move onto a new startup. Live on @acquiredotcom: VC backed cold email SaaS with AI-powered outreach and smart inbox management. > $495K TTM revenue > $155K TTM profit > 100% YoY growth Full listing: https://t.co/iY13bIBtfn https://t.co/ID2m72SOGo

Congrats to Mecha Health on their $4.1M seed! They’re building next-gen foundation models for healthcare, starting with medical imaging. Mecha Health's systems help radiologists work faster and with greater accuracy, without feeling like they’re doing more work. https://t.co/bSUYgKkf5h
San Francisco‑based fintech Lettuce Financial, which offers the soloOS platform to help solopreneurs manage taxes and business finances, announced a $28 million financing round led by Zeev Ventures. The capital will be used to broaden its operations and accelerate product development....
What AI x bio winter? @ManifoldBio inked the largest AI bio platform deal in ~4 years. $55M upfront, potential for $2B in milestones and royalties. With Roche. Using their massively scaled in vivo tech to find shuttles to bring therapeutics across the...

The Cerebral Valley AI Summit is next week! Conversations on stage and in our discussion groups will help shape the strategies for many AI startups in 2026 https://t.co/9rRg7IPjvb

Alphabet’s X moonshot factory is moving toward spinning out ambitious projects as independent companies through Series X Capital, a $500 million fund where Alphabet is only a minority limited partner. The fund, run by former YouTube and Facebook executives, invests exclusively in X...

Had a great time on Portfolio Players talking about my journey from Reddit to sports investing. I shared why I backed @weareangelcity and @ChelseaFCW, two teams with massive, passionate fanbases that were clearly worthy of investment... https://t.co/88GaHJKajo
Moss (@usemoss) is the real-time semantic search for conversational AI. By bringing retrieval latency under 10 ms, Moss makes AI conversations feel natural, as fluid and instant as talking to a human. https://t.co/UtnwaJZVNY Congrats on the launch, @srimalireddi & @ImHarshaNalluru!

At TechCrunch Disrupt, Sequoia Capital partner Roelof Botha cautioned founders against chasing sky‑high valuations, recounting a portfolio company that surged from $150 million to $6 billion in a year before collapsing. He urged startups to raise capital only when a twelve‑month runway...
From dorm rooms to million-dollar companies. You can just do things. And YC can help. Apply to W26 by November 10: https://t.co/gNl84ElBrq https://t.co/IcpiCB1lNo
Unsiloed AI (@UnsiloedHQ) builds APIs to parse multimodal unstructured data like PDFs, PPTs, and images and convert it into LLM-ready formats like markdown and JSON. https://t.co/f4RJStJIcE Congrats on the launch, @__Aman_Mishra & Adnan! https://t.co/wgEvXw8wj7
The newsletter recaps three recent 20VC episodes, highlighting AI’s shift from dollars to gigawatts, the commoditization of compute, and the rapid scaling of AI startups to $100 M revenue, while questioning high AI talent pay and the relevance of gross margins....
Lots of knowledge from the AI & Crypto czar @DavidSacks

Hustlers & investors! Fun events next week: • Batter Up NYC — Nov 10 • Batter Up SF — Nov 10 • Founder Friends SG: FinTech Fest — Nov 12 RSVP: → https://t.co/Tw02geADxF https://t.co/bNEeVsBkM4
We backed @jsngr's prev co (acq. by Figma). We also backed his second co, Mainframe. They're building something new and want to get feedback from small teams (<10 people). DM Jordan if you're keen to share. :)
Founders when you meet a VC and they give you a good offer. By running a “process” you are optimising for one of two things: 1. Price 2. The best partner If you have both, just do the deal now. Delay...
New!! “Nasdaq Reaches Another ATH. Nvidia Tops $5T. But Navan’s IPO and JAMF’s $2B Exit Show B2B Still Isn’t Easy.” https://t.co/T5c5VRn0Sp https://t.co/T5c5VRn0Sp
Hear my WARNING for ANY APP using OpenAI's API… On an urgent new This Week in Startups clip, I'm warning founders that Sam Altman is ALWAYS WATCHING. Sure, companies that use the most OpenAI tokens get thank you emails and handsome plaques....
Going viral and having a high retention product people love (and pay for) are two different things Virality is just a multiplier on retention and monetization
Early stage VCs saying you are too early is like telling a time traveler they should have arrived yesterday. Meanwhile the founder is literally inventing tomorrow.

This community driven Shopify brand is crushing it. LA streetwear label with 55K+ followers + $500K sales in 2024. > $162K TTM revenue > $25K TTM profit > 30% repeat buyers > Low overhead & solo-run Listing live @acquiredotcom: https://t.co/DXbtszYozp https://t.co/J8sxUtzKTj
Sciloop (@SciloopAI) automates the entire scientific research loop from hypothesis generation to experiment design, execution, analysis, iteration— and drafts real research papers. https://t.co/r1FbEEsymk Congrats on the launch, @bilalasmat04 & @OsmanSiddiquer! https://t.co/Joyoks9w6v
Congrats to @Starcloud_Inc1 on the launch of their first satellite, just 21 months from starting the company. This is the first NVIDIA H100 in space and paves the way for huge, solar-powered orbital data centers. https://t.co/ROxgwTOdP2
Most VCs should be much less sure of most of their opinions most of the time.

Wondering if your VC pitch is good enough? SaaStr AI will tell you. Try the FREE SaaStr AI VC Pitch Deck Analyzer here -> https://t.co/S5UFYzoN7a Try it now. We'll grade it, tell you the exact odds you'll get funded, and...
Is Triple Triple Double Double good enough anymore? $1m ARR -> $3m ARR -> $9m ARR -> $18M ARR -> $36m ARR -> rocketship Here's the thing. On the one hand, of course it is. That compounds to 50%+ growth...
What I Read This Week... 1) OpenAI’s Corporate Evolution After months of speculation, the company has formalized its transition into OpenAI Group PBC, a for-profit public benefit corporation currently valued at $500 billion, controlled by the original nonprofit foundation. The shift ends its...
Engineers who need business people to tell them what customers really want are the same founders who need VCs to tell them their product is good.
European VCs are getting their lunch eaten at Series A by the best in the US: 1. ElevenLabs, led by a16z @kirbyman01 2. Synthesia, led by FirstMark @mattturck 3. Legora, led by Benchmark @sarahtavel @chetanp 4. Fyxer, led by Madrona...

Big congrats @Navan @arielcoco on IPO today https://t.co/QcM5koTHbZ
Too many founders fail because they build what’s really trendy rather than what’s really painful to customers.