A look at what @DCVC founders delivered /this week/: 💪 🚚
⚛️ Defense-grade nuclear momentum: @RadiantNuclear was selected by the @USNavy to supply its microreactor for Naval Weapons Station Crane while advancing site planning with the @USArmy to install three microreactors at Fort Benning.
🤖 Factory-floor humanoid deployment: @agilityrobotics signed a commercial agreement with @AGCOcorp, a farm equipment leader, to deploy Digit humanoids in its Kansas manufacturing facilities—after partnering just last week with @nyobolt for ultra-fast charging batteries to unlock near-continuous uptime.
💧 Industrial water circularity at scale: @zwitterco secured a strategic investment from water and hygiene giant @Ecolab to scale its zwitterionic membrane filtration systems across food and beverage processing plants.
🧬 Multimodal AI data infrastructure: BioStack raised a $9.5M Series Seed (joined by DCVC) to expand its cross-border clinical data platform across 100M+ de-identified patient records for medical AI models.
⚡ Geothermal grid leadership: @fervoenergy's Cape Station in Utah was spotlighted by @Reuters as the first greenfield enhanced geothermal plant in the world to hit commercial operation.
✨ A glass half-full: @Forbes named @DCVC co-founder @mattocko to its list of the Greatest Living American Optimists, for backing science- and computer-intensive deep tech founders solving the world's hardest problems.
Deep tech is grueling. It's also inspiring.
Onward!
DCVC retweeted
Today we're sharing a major milestone for BioStack:
We’ve raised $9.5 million from @peakxvpartners, @EmCollective, @DCVC, @AforeVC, @VerdictCap and @ycombinator among several others to build the data foundation for the next generation of healthcare AI.
🧵
DCVC retweeted
Two exciting AI launches both from @DCVC portfolio companies:
@RecursiveAI's Flint: 40B MoE (2.5B active), 74.2% SWE-bench. Built in under 4 months with AI automating parts of its own R&D.
@humansand's Ampersand: RL-trained for collaboration. 39% CooperBench vs. 17.3% baseline.
AI that builds better AI.
AI that makes humans work better together.
Two different but important frontiers
(1/7) A look at what @DCVC founders delivered this week 💪🧵👇
⚡ A landmark grid-power deal: @MainspringEnrgy signed a supply agreement with @AEPnews for up to 1.6 GW of linear generators in a deal that could top $4 billion.
(6/7) ⚛️ Modular quantum momentum: @universalquant continued its global push following its $100M+ Series A co-led by DCVC, advancing its trapped-ion architecture to bypass photonic bottlenecks for fault-tolerant quantum computing.
DCVC retweeted
@DCVC is excited to support @Kairos Power. This company has done incredible work developing and proving their technology, which has been rewarded with valuable commercial partnerships.
#FirmElectricity #NuclearEnergy #Innovation
This combined private investment and @ENERGY financing is helping to advance Hermes 2 in Oak Ridge, Tennessee.
Thank you to @googleventures, @DCVC, Samsung C&T, Nuclear Capital Partners, Mavrik, and @GovNuclear for supporting our path to deployment.
LLMs optimize for what humans like to read, not what machines need to do. The next leap in AI won't come from larger models, but from architectures that make intelligence cheaper and more machine-native (cue @DCVC-backed @typesafeai).
Explore Opportunity 1.3: dcvc.com/reports/deep-tech-o…
#DCVCDeepTech
DCVC retweeted
Have had several requests to post slides from the recent quantum investor talk I gave @UCLA
I've been investing in quantum for >10 years and while the data wasn't surprising it was still interesting to actually see the numbers ...
⚛️🧵👇
The microbiome is essential to human health but until recently, we couldn't do much with it. @DCVC's @jason_pontin examines the breakthroughs finally making the microbiome druggable (DCVC-backed @kanvasbio leads here).
More in the Deep Tech Opportunities report: dcvc.com/reports/deep-tech-o…
#DCVCDeepTech
DCVC retweeted
Real robots, delivering real ROI to real customers, *repeatably and reliably*, respectfully of and safely with their human co-workers
That’s @agilityrobotics — and literally no one else close… 👇
A highlight reel proves a robot can do something once, for the camera. A deployment proves it can work safely on a real floor, shift after shift. Only one of those scales a business. Agility CBO Daniel Diez on what actually separates this market: agilityrobotics.com/content/…
#Agility #MadeForWork #Digit5
.@FortemTech is integral to defense. With every advance, this company makes people safer. 👇
Fortem and MBDA just expanded our partnership: DroneHunter and FireThorn now integrate into the air-defense architectures European and allied forces already operate.
- businesswire.com/news/home/2…
DCVC retweeted
Enjoyed my conversation with @suffiyanmalikk. Full episode here.
⚛️ Quantum is coming, and will be huge, but not for the use cases and reasons you think.
💰The best founders raised at 2X higher valuation.
🏦 Companies that raised from Tier 1 funds were 5x more likely to become a success.
💹 New forms of tradable assets will become huge, especially compute and energy derivatives
We discussed these and many more. Give it a listen.
YUP! 👇
If you’re working on something contrarian* come talk to us @DCVC
In a time of consensus capital we continue to think independently and don’t need you to already have a term sheet to be interested
*Note: still needs to be in Applied AI or Deep Tech!
@alitamaseb @jason_pontin @mattocko @zackbogue @milo_werner @RachelSlaybaugh @2kstead @Hamerinsf
DCVC retweeted
Good reporting from Marina Temkin (@MTemkin) at @TechCrunch.
Proud to have led @typesafeai's Series Seed less than a month ago and to have participated in the $870M @a16z-led A alongside @sequoia --prouder still to see the tremendous response from software developers around the world (TypeSafe's first model, Jev, has already been adopted by 1/3 of the @FortuneMagazine 500).
This is a team that gets it done 👇
TypeSafe AI raised $870 million in a round led by a16Z.
spr.ly/6012BG7YdK
DCVC retweeted
Great reporting from Natasha Mascarenhas (@nmasc_) and @RebeccaTorrenc5 at Bloomberg (@business).
In less than a month, from the day we led @typesafeai's Series Seed, the company's valuation has risen from ~200M to $7.5B (we were glad to participate in the @a16z-led Series A alongside @sequoia). The company now has nearly $1B to put to work.
Why all the fuss? Because TypeSafe is making reliable, affordable, fast, machine-native AI, which will revolutionize software broadly.
Hats off to an incredible team led by cofounders CEO Diogo Almeida (@CompleteSkeptic) Erik Gafni (@EGafni) and Sasha Sheng (@hackgoofer).
Their first model, Jev, has already been adopted by 1/3 of the @FortuneMagazine 500—but they're just getting started.
🔥🔥🔥
bloomberg.com/news/articles/…
