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, Andreas Munk Holm talks with Sebastian Peck, a partner at KOMPAS VC, about why industrial tech—focused on decarbonisation, productivity and resilience—is finally gaining traction in European venture capital. Peck highlights the divergent energy strategies across regions, the realistic role of AI and robotics in manufacturing, and the regulatory landscape shaped by the EU AI Act. He explains how deep‑domain VCs like KOMPAS bridge the gap between corporate pilots and full‑scale production, and why Europe’s risk‑averse pension capital and policy reforms are critical bottlenecks. The discussion concludes that a coordinated ecosystem of specialists, corporates, regulators and investors is essential for Europe to lead the industrial tech transition.

The episode breaks down four major topics: OpenAI's restructuring and its impact on stakeholders; Andreessen Horowitz's $10 billion fundraise; Mercor's $350 million raise at a $10 billion valuation; and a critique of IRR as a VC metric, followed by three actionable strategies to...

SaaStr AI VC. Try it free -> https://t.co/XzJ5d0OqGr 🧮548,709 start-up valuations 🖥️1,657+ VC pitch decks graded 🧖♀️1,200+ active founders now 🫂503 VC connections made It's pretty darn cool https://t.co/nXGlRNz6mC
So far I've watched 3 VC seed deals this year where the founders just decided to keep the money for themselves and not build the product. All were on SAFEs, and they took the position they owed investors nothing and that...

In this episode, a16z’s Raghu Raghuram talks with Google’s Amin Vahdat and Cisco’s Jeetu Patel about the massive physical build‑out required for AI, covering everything from custom chips and power grids to global data‑center networks. They frame this as an...
" Companies underestimate 23 and 24 year-olds. The new playbook for these AI startups is actually gonna be much more about hire the AI generalist, this 23, 24, 25-year-old who's really native in AI." @DavidCahn6 Do you agree and how do...
The single best way to meet a lot of high quality LPs fast. Find out when your competitors AGMs are. Reach out to their LPs knowing they will be in town on those dates. They always want to fill their...

In this episode, founder and mayor‑pro‑tem Nichole Sterling pitches My Town AI, an AI‑driven civic‑intelligence platform that gives small towns access to data, workflow automation and low‑cost digital twins to solve grant‑writing bottlenecks and operational blind spots. She illustrates how...
Tanay Tandon (@tanay_tandon) is the co-founder and CEO of Athelas/Commure, the AI operating system for healthcare. Commure powers 20M+ appointments annually and processes $25B+ in claims volume, helping clinicians and health systems work faster, smarter, and spend more time on...

In this episode, Anastasia Soare recounts her journey from a Romanian immigrant running a one‑room Beverly Hills salon to creating a global beauty empire valued at roughly $3 billion, highlighting the power of relentless focus on a niche—eyebrows. She shares key...
So many on X say founders need to be “great storytellers.” Hogwash. And it leads to founders selling bulls**t. Look, you gotta tell the story. But no matter what, if you are successful, you’ll get good at the story by...
First time founders ship the impossible while experienced ones often are still explaining why it won't ever work!

Decagon, founded in late 2023, scaled to eight‑figure ARR in roughly 18 months by selling AI customer‑service agents to major enterprises including Hertz and Chime, claiming roughly $800K in annual savings for every $250K spent. Backed by Accel at Series...
SellRaze (@SellRaze) uses AI to sell your stuff from just a pic. It identifies it, prices it, and lists it across marketplaces automatically. What used to take 30+ minutes now takes seconds. https://t.co/WQVEySzxV9 Congrats on the launch, @JeffMao_ & @TylerMa_! https://t.co/Kc21QX1mCu
Fixpoint (@gofixpoint) automates hiring vetted experts—doctors, lawyers, PhDs, coders, etc—for AI training data and evals. They handle sourcing and vetting so customers can focus on creating quality data and benchmarking AI. https://t.co/Wg6Ilo4W8V Congrats on the launch, @dbmikus and @jakubonchain!

In this episode, Jan Szilagyi, co‑founder of Reflexivity, explains how his AI‑driven market research platform transforms raw market data into an analytical partner for top hedge funds, embedding principles from legends like Stanley Druckenmiller. He details the platform’s differentiation, its...

Next-gen autonomous maritime defense leader SAILDRONE accepts $50M investment from legacy prime Lockheed partner for weaponized missile launchers 🤖+⛵️+🚀 = 🇺🇸 https://t.co/E9NrWbePNv
Excited to work with @ChEMcShane Evan and the team @ElectroflowTech on building globally competitive LFP production as part of our overall storage gap thesis

A curated collection of 40+ free investor databases has been published to simplify startup fundraising and offline outbound outreach, pooling lists vetted by The Venture Curator team. The compilation includes large, searchable rolls such as 2,000 US VCs, 900 climate...
Trying to address all the questions on AI valuations, margins to AI vendors and infrastructure, huge investments in data centers, chips, circular economics, robotics, energy and more with @akshay of @theinformation: https://t.co/0qKruLwEvv
a day to remember: a new @airstreet epoch begins as @nvidia becomes the first 5t company fortuitous timing? i think not!

UNC Chancellor Lee Roberts outlined an ambitious strategy to make artificial intelligence the university’s guiding focus, merging the School of Data Science and Society with the School of Information and Library Science to dismantle academic silos. He acknowledged the loss...
Regarding Public Benefit Corporations: shareholders can insist on upholding the public benefit (cf my speech from 12 years ago after it was signed into law in Delaware). So if you care about AI governance and can afford to, you should...
Congrats to the @Whatnot team on raising at $11.5B A few unknown facts about this amazing cofounder duo @GrantLaFontaine and @loganhead13 1/ They launched in 2020 right before COVID hit. 2/ in the early days, they even funded payroll for some of the...
Mazama Energy announced it has created the world’s hottest enhanced geothermal system at its Newberry, Oregon pilot, achieving a bottomhole temperature of 629°F (331°C) and targeting 750°F (400°C) by 2026. The company says the superhot EGS can yield up to...
" I do think margins matter in a world of AI. They're a directional indicator of how much product you've built on top of the foundation models." @DavidCahn6 Do you agree and how do you think about margin in the...

OpenAI clarifies it has about 30GW of infra committed now. And aspires to a run-rate of one new GW/week at $20bn/GW, meaning (say) $1tr/year

In the episode, Patagonia CEO Ryan Gellert and Chobani founder Hamdi Ulukaya discuss how they align values with profit, navigating activist government pressure and anticipatory compliance while scaling their businesses. They share strategies for integrating environmental stewardship and immigration support...
We don't praise angels enough. I'd like to take a moment to really shine a light on @ChrisOvitz. He was the true second believer in @substrate. He had so much conviction in them and @jamesproud. He deserves every minute today...
From 1st female GP at @Benchmark to now fully devoting herself to AI, @SarahTavel’s career has been defined by deep intellectual rigor and first-principles thinking. In this minisode, @nchirls & I reflect on how Sarah’s approach offers something every GP &...

At TechCrunch Disrupt 2025, Sequoia managing partner Roelof Botha argued that venture capital should not be treated as an asset class, noting that VC returns are essentially uncorrelated and represent a “return‑free risk.” He pointed out that the number of...
"The lesson that punches you in the stomach in venture is you can't make companies succeed as a venture capitalist. The company succeeds because of the founder and maybe you helped a little bit." Love to hear your thoughts on this...

The latest data from @cartainc is brutal. Of 547 Series B deals in 2018: - Figma did 100x ... but - 39% are worth 1x or less - Only 34% are worth 2x or more after 7 years But - 11.7% do achieve...

At TechCrunch Disrupt 2025, Astro Teller, CEO of Alphabet’s X, explained that a moonshot must tackle a huge world problem, propose a product that could eliminate it, and rely on a breakthrough technology, noting X’s 2% hit rate and "fail...

SaaS + large unsexy market = gold Live on @acquiredotcom: Referral SaaS helping contractors (plumbing, HVAC, roofing etc) share & track jobs. > $32K TTM revenue > $26K TTM profit > 84% margins Turning WOM into recurring income. Full listing: https://t.co/NqMh8TRUsA https://t.co/hiQW7jDrXJ
Often it turns out that when backing very young founders it isn't as much about being right early, it's more about staying in the room when you're wrong…

today, @airstreet portfolio co PARIMA (fka Gourmey) has become the first european company to be granted regulatory approval to market a cultivated meat product! the first approval within PARIMA’s global regulatory pipeline was granted in singapore for its cultivated chicken. https://t.co/yCJcg3rH9d
Rebooting semiconductor supply chains is a moonshot silicon valley needed to take on for US resilience. GC backed Substrate 3+ years ago. Stoked to see this unveiled today. America invented semiconductors. We will lead again.
🦜Parrot (https://t.co/Vp7Z5oZ6Zj) is taking down Duolingo. Parrot is the TikTok for language learning - $715K ARR, doubling every two months. They're turning scrolling into learning. https://t.co/KR8mBvZS29 Congrats on the launch, @byAmirHanna, @TheErikDahl, and @JuliAndreeaH!
Congrats to @Whatnot on raising $225M at an $11.5B valuation—doubling their valuation in less than a year. Whatnot has built the leading US livestream shopping platform, with $6B+ in goods sold (2x 2024's total). Users now spend 80+ min daily on...

Congrats to @NelsonRay18966, @benrk100, @szymczyk06, and @salespatriot_ on their $5M seed! SalesPatriot is building the next-generation procurement platform for defense and aerospace – replacing decades-old systems with an AI-native platform that helps suppliers quote 7x faster. https://t.co/w4SUzjaqRh

Today is the day. https://t.co/pemXFmUb3A May our flag and our freedom forever wave. Thank you @jamesproud, the whole team @substrate, @ChrisOvitz and the whole team at @LongJourneyVC! Another fund defining moment for us. https://t.co/ND8TXNRbL2
Congrats to @aquariusacquah, @michaelssilver, and the @joinkaizen team on their $4M seed! Kaizen allows companies to deploy complex browser automation in minutes instead of weeks. Kaizen powers critical automation in healthcare, finance, and logistics.
I'm building a Product Hunt for investors. Looking for a few SF-based, early-stage investors to beta test. DM me if interested. :) (will delete this tweet shortly)
Congrats to @HenrikTaro, @LudvigSwanstrom, and @VesenceAI on their $9M seed! Vesence brings AI agents to Microsoft Office for law firms. Built for accuracy and quality control, Vesence helps lawyers avoid costly mistakes across Word & Outlook, already seeing 90% weekly...
If you aren’t sure how to get to $100m ARR, just get to $1m ARR Then just ask your customers They will basically tell you

The Power Law remains undefeated https://t.co/9EEvSYDfxl
OpenAI conversion to PBC https://t.co/3tdPRWR4DU
Founders don’t wait for perfect days. They work tired. They work late. They work when everyone doubts them. No one’s coming to save you. It’s on you to build it.

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