We're an inception-to-seed venture firm backing relentless founders upgrading the physical economy.
The Neo Forge
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The physical economy is being rebuilt from the ground up. We back relentless founders applying technology to the systems that run it: critical minerals, infrastructure and energy, manufacturing, logistics and transportation, and commerce infrastructure.
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💸 @DHLsupplychain is buying Colombia’s Open Market adding 21 warehouses covering about 120,000 square metres, 13 cross-docking platforms, an owned fleet and roughly 4,100 employees.
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🗞️ Brian Taylor went on @DroneUltimatum this week to argue that cheap launch has broken the logic satellites were designed around.
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A $8,500/month humanoid robot beats warehouse labor at about two shifts of utilization. That’s the threshold in @agilityrobotics’ debut filing, and it determines whether customers renew or churn after three years.
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This is the first transparent look at humanoid robot unit economics. RaaS sounds clean until you realize every robot must be built and financed before deployment, and the cost curve only improves at scale you have to fund your way into.
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We walked through the filing to find what’s working, what’s missing, and where the capital question lives.
Read @santoshsankar’s breakdown of the unit economics and why this humanoid bet lives or dies on the cost curve: buff.ly/Bph16js
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💸 @caddi_pr, a company that turns drawings, quotes and purchase history into searchable manufacturing data, raised $114M in Series D Funding.
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🗞️ @architectlabs, out of stealth in June with a $24M seed, says two human architects wrote a spec and its system did everything below it, producing and verifying an inference chip called Redwood in under two weeks.
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💸 @Brookfield is taking Reliance Worldwide, the Australian maker of push-to-connect plumbing fittings, private for $2.8B.
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🗞️ Remi Beges, CTO and co-founder of Bonx, told @ManufactureDive that most manufacturers are running legacy ERP that was never built for AI at its core, which caps what the technology can do on the shop floor.
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💼 Who’s Hiring?👩💻
Lead Software Engineer, Aircraft at @MannaAero in Dublin, Ireland
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🗞️ J.B. Hunt told investors this week that dray capacity is maxed out, that the tightness is getting worse rather than easing, and that highway capacity has never been more expensive.
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🎙️ Cruise ships, nuclear reactors, offshore wind farms, and data centers all need one thing: HVAC systems that absolutely cannot fail.
Halton Group’s Shuresh Maran joins @mads_ofarrell on The Dynamo Show to discuss mission-critical ventilation for extreme environments.
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Watch the full conversation and let us know what you think:
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💼 Who’s Hiring?👩💻
Director of Fulfillment, Stord Partner Network at @GetSTORD in Atlanta, GA
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💸 @Backopsai, a company that sells an AI layer that resolves exceptions for businesses that make or move physical goods, raised $42M in Series B Funding.
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🗞️ @amazon raised minimum starting pay for full-time US core operations roles by a dollar to $20, with average pay reaching nearly $24, three weeks before peak season.
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💼 Who’s Hiring?👩💻
Founding Mechanical Engineer at @kinth_ai in San Francisco, CA
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Our industrial builder happy hour hosted with Amperesand is next week, September 30. See you there! 🥂
RSVP: buff.ly/35XmesV
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💸 Tallvine Partners completed the purchase of substantially all assets of Crosby Enterprises, adding more than 150 tugboats, dredges and support vessels to a North American marine platform it has been assembling since buying Donjon Marine in 2025.
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🗞️ @ToyotaMotorCorp told investors it expects to spend as much as ¥1T, about $6.4B, every year from 2028 to modernise its plants, deploying roughly 400,000 robots across its own factories and those of major suppliers.
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