Base Power (@basepowerco ) raised $1B at a $13B valuation and unveiled a 39.2 kWh home battery that can back up a house for up to 36 hours. It now installs 100 batteries a day. The grid is becoming a product that gets installed at home.
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Valar Atomics (@valaratomics ) raised a $1B Series B led by @sequoia, alongside a $200M credit facility led by Erebor and JPMorgan. The next AI infrastructure race may be decided by one thing before chips. Power.
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Horizon3 AI (@Horizon3ai ) just raised a $250M Series E at a $2B valuation, backed by @NEA and NightDragon. Its AI security platform has run 310,000 production tests with zero disruptions. AI attacks are getting faster. So is the market for testing defenses.
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Flapping Airplanes (@flappyairplanes ) is reportedly in talks to raise hundreds of millions at a $5B valuation. The lab is working on AI training methods that need far less data. If it works, the next frontier-model breakthrough may come from using less, not spending more.
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Vesting ⚡ retweeted
Excited to announce that I have officially partnered with @slashapp Slash is the best financial platform on the market for entrepreneurs, startup founders, and business owners. They provide a ton of resources including: - Industry leading cashback - Incredible yield - Media distribution I am their first Go-to-Market Creator and our plan is to help startups with support that goes beyond just financial services. Over the past 12 months I've scaled my audience to nearly 300,000 followers across Instagram and TikTok and regularly do tens of millions of views per month at the intersection of venture capital, startups, and emerging tech. We are going to leverage that incredible network to help startups go-to-market and gain visibility on socials in ways they have not been able to before. If you’re not on Slash already, check out my link below! #slashpartner
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.@zanehengsperger from @noxmetals on The Vesting Show on how the US education system gutted American manufacturing: "The American college education system was one of the worst things to happen to American manufacturing. It basically said working in a factory is unsexy, go into consulting or finance." "But as soon as I stepped back into the world of industrials, I was like, these are some of the smartest people I know." host - @brycent
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FUND OR FLOP on The Vesting Show. This time Zane from @noxmetals is in the hot seat. Bryce reads out startup ideas, real ones, fake ones, and the ones that sound way too dumb to be real, and Zane has to call it: fund or flop. How many did @zanehengsperger get? 👇 host - @brycent
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FUND OR FLOP on The Vesting Show. Bryce pitches Tarun a series of startup ideas, some are real YC companies, some are completely made up, and Tarun has to decide, based on the idea alone, whether he'd fund it or flop it, and defend his thesis. Everything from an AI air-traffic-control platform for warehouse forklifts, to a robot welder you can subscribe to. How many did @TarunVedula get? 👇 host - @brycent
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.@zanehengsperger from @noxmetals on The Vesting Show on building the Amazon Prime of steel delivery: "Why would you ever go to Barnes and Noble when you can order a book on Amazon? We're building the Amazon Prime of steel delivery, right to your door, when you need it." "70% of our revenue is Michigan or Detroit, 10% is California. We ship to space companies in Oregon, plus South Carolina, Florida, Texas, you name it." "Nox is an extremely boring business that just absolutely needs to exist in America." "They'll throw it on a CNC machine and make whatever part goes into building a truck, a part in your fridge, definitely a lot of parts on F-35s, on missiles, you name it." host - @brycent
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.@TarunVedula on The Vesting Show on how he found the insight behind his company, that AI agents don't use software the way humans do: "The way agents browse and use software isn't the same way humans do. That wasn't completely obvious to us from the start." - Bryce "We started making agents for dentist front and back office. We had traction, but we didn't really like it, and it wasn't clear we had a unique insight." "There were 20 people doing the same thing as us. But dentists kept asking if we integrated with X, Y, Z platforms, and we'd always say yeah, then reverse-engineer it." "The more time we spent in the field, it became obvious this was something only we could do. And it doesn't just apply to dentists, it applies to any legacy vertical." host - @brycent
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.@zanehengsperger from @noxmetals on The Vesting Show explaining what the company actually does: "Nox Metals is on a mission to reindustrialize America. We sell cut-to-size aluminum blocks, and eventually we'll do metals across the country." "We believe that if we can keep America's machines fed with low-cost, super-fast, click-of-a-button metal, we'll create hundreds more factories than we ever thought possible." host - @brycent
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.@TarunVedula on The Vesting Show on the AI opportunity everyone's overlooking, giving agents the ability to use software that was never built for them: "You could basically reverse-engineer Adobe Premiere Pro and allow an agent to use every aspect of the platform, all through APIs." "I just came back from Stockholm meeting some pretty big companies. I can't say the name, but you definitely know them." "There's no programmatic way to interface with the application, but this huge company is trying to build an orchestration layer for their agents and needs access. So they called us up." "We're currently in talks to do exactly that, create an API for really old software that they need agents to operate." host - @brycent
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.@brycent on The Vesting Show on why @Antifund (@geoffwoo , @jakepaul, @LoganPaul) might be one of the most underrated funds in venture: "They recently announced a $100 million fund. They wanna invest in large companies at the growth stage, things near IPO." "Depending on the company you pick, it's a lot more fun and interesting than the pre-seed and seed stuff, just because your risk is much lower at that stage." "At some point, Antifund probably will have $1 billion in AUM. I wholeheartedly believe they get to that point." "Just because of the gravitas that comes with Jake Paul, Logan Paul, having the ability to go market the way they do and get into insane funding rounds."
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.@TarunVedula on The Vesting Show, six months out of @ycombinator , on the trap most founders fall into: "During YC you kind of think very short term. All you think about is Demo Day, for better or worse." "A lot of people purely optimize for Demo Day, so much that you're on Demo Day pitching what you had, knowing right after you're gonna do something else." "Our time in YC wasn't linear, because we pivoted. It taught us a lot about how to deal with really shitty situations, which are inevitable in a company." "Last couple months after YC have gone super well. 115% growth month over month." host - @brycent
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Vesting ⚡ retweeted
Messages like this, are the reason Vesting will become the most impactful venture media company on the planet. It’s not just views, it’s quality of views and conversion. ✅
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Crazy what you can do in a 40 days Vesting is growing into a media powerhouse!
The @vesting_tv IG page is growing nicely :) Biggest thing that has helped…bringing on a head of content to help run it. Excited to see where this is in one year
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Suno (@suno) just raised $400M at a $5.4B valuation, led by Bond Capital. They have 100M users, 2M paid subscribers, and $300M run-rate revenue.
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Anthropic (@AnthropicAI) just confidentially filed for IPO with the SEC today. They were valued at $965B last week after raising $65B in Series H, with $47B in run-rate revenue. Part of a wild 2026 trillion-dollar IPO race: @SpaceX debuts June 12 at a target $1.75T valuation, @OpenAI is targeting September at $1T+ .
Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission. Pending completion of SEC review, this gives us the option to pursue an initial public offering. Read more: anthropic.com/news/confident…
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LucenRobotics at Founders Inc Canopy Demo Day is building robots that work the night shift restocking shelves so humans don't have to: "We're building this mainly for the night shift. It's really hard for people to do this type of job. Also, it's expensive. Think about you have to not sleep and work for the night." "My sister owned a 5 retail shop in the city. She told me daily it's really busy, it's fast moving. Even half the time the workers are spending time just for restocking. I was thinking, we can make a robot to help her with that." "With our robot doing the restocking, workers can help cashiering and take care of customers, and our robot can just run in there for restocking." - @Linyan_Fu host - @brycent
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