I’ve never felt the importance of @traysartech mission more than I do today. Trump signed this deal because he understood the alternative. If the real goal was to eliminate Iran’s military capabilities, it would have required far more than airstrikes. It would have meant boots on the ground and operations deep inside the vast subterranean networks where much of Iran’s nuclear infrastructure, missile production, and strategic assets can survive. If you’re not willing to go all the way, it’s often better not to go halfway - especially against a regime willing to absorb enormous economic damage and loss of life while continuing to pursue its objectives. This deal does not mean peace to me. Unfortunately, I believe we will be dealing with this threat again in the coming years. That is the nature of ideological movements driven by Muslim fundamentalism - they rarely abandon their long-term ambitions. In the meantime, I believe it is our mission at Traysar, and hopefully the mission of many others, to work as hard and fast as possible so that the next time we face Iran or other adversaries we have technologies that can reach anywhere, access any underground stronghold, and turn subterranean infrastructure from a strategic advantage into a strategic weakness. Godspeed.

This is a genuine part of the trailer for the "Army of Robots" by Fedorov, Ukraine's previous Minister of Defence.

🔗 Read the full story on @traysartech and @armada_ai's partnership in Tectonic online: tectonicdefense.com/traysars…

Great way to finish off the work week. Real innovation courtesy of two Silent Ventures portcos, @armada_ai and @traysartech. Critical infrastructure is moving to the subterra! @danwrightSF @jtrunyan @yadinsoffer traysar.com/news/traysar-lau…

Amazing, the team @traysartech on the move. @yadinsoffer @asherdigs

Two Lux family companies team🤝 @traysartech (subterranean warfare) x @armada_ai

Early takeaways from Austin Deep Tech Week: 1. Austin is a serious f*cking city. SF is still the center of gravity. LA has built an absolute monster around aerospace, defense and industrials. But after spending a few days in Austin, I'm increasingly convinced this city has structural advantages that the coasts underestimate. People I've met here seem to have one primary objective: Build. Heads down. Gas pedal pinned to the floor. Noticeably less obsession with looking important and more obsession with actually making shit work. Deep tech rewards exactly that mentality. 2. Texas being aggressively pro-business isn't some Twitter talking point. It's an actual competitive advantage. Heard versions of this repeatedly from founders and investors this week. Permitting. Regulation. Taxes. Energy. Land. Manufacturing. Expansion. When you're building software, you can abstract yourself away from geography. When you're building atoms, geography becomes part of your cap table. Every additional month waiting on a facility, permit, power connection or expansion is effectively dilution. Texas understand that speed matters. 3. The coastal migration isn't over. SF and LA still have unbelievable technical talent density, particularly at the earliest stages. But the requirements change when a deep tech company starts working. Now you need 100,000 square feet. Power. Testing. Manufacturing. Suppliers. Technicians. Hundreds of employees. Suddenly Texas starts looking a hell of a lot more attractive. And founders here don't seem nearly as worried about convincing talent to follow them as outsiders assume. 4. The next chapter isn't companies moving to Texas. It's companies starting here. Historically the playbook has often been: Coast → prove technology → raise capital → expand into Texas. I think that increasingly becomes: Texas → Texas → Texas. More technical founders will move here before starting the company. More pre-seed and seed companies will originate here. More headquarters will be planted here from Day 1. And that's when the flywheel gets interesting: Talent → startups → capital → exits → experienced operators → new startups. Once that loop starts compounding, ecosystems become very difficult to stop. 5. Austin feels significantly less distracted. There is obviously bullshit everywhere. Startups attract grift like flies to shit. But there's noticeably less keeping-up-with-the-Joneses energy here. Less worrying about who raised what round. Less optimizing for appearances. Less obsession with which VC follows you or which dinner you got invited to. More: Does the thing actually work? That cultural difference matters more than people realize. 6. “But the capital is on the coasts” is becoming a lazy argument. Have you ever heard of a f*cking airplane? It's 2026. If you're building a generational company in Austin and a great investor in SF wants into the round, they're getting on the plane. Great companies don't travel to capital. Capital travels to great companies. Austin already has serious institutional capital on the ground alongside a growing ecosystem of smaller funds. More capital will follow the companies. It always does. 7. Austin increasingly looks built for where deep tech is going, not where venture has been. Deep tech is becoming less about a handful of scientists sitting in a Bay Area lab and increasingly about deploying massive amounts of physical infrastructure. Factories. Energy. Robotics. Defense. Space. Advanced manufacturing. Data centers. Industrial systems. Those businesses eventually collide with the physical world. And the physical world cares about land, power, regulation, labor, logistics and speed. Texas has a lot of all six. SF still has the deepest venture ecosystem. LA has built an extraordinary deep tech machine. But Austin doesn't need to become either of them. It may be building something fundamentally different: A startup ecosystem optimized not just for inventing hard technology — but for actually industrializing it. That's a much more interesting proposition. Came into Austin Deep Tech Week thinking this was an important emerging hard tech ecosystem. Now thinking “emerging” might already be outdated. Ingredients are here. Talent is coming. Capital will follow. Unlike a lot of startup ecosystems I've visited, Austin feels like it actually wants you to build shit here. That's a hell of a tailwind 🏭🇺🇸 Finally - mad props @Andercot, @CaitlinCloud9, @Jason_A_Scharf + many others for putting this together & making this a kickass week!

Big day for Traysar in DC. While our team is briefing CENTCOM on novel HDBT strike capabilities, I’m next door announcing the launch of Terminus and a new age of American resilience with Dan. Proud to partner with @armada_ai! Strike and defense in the new subterra battlefield: traysar.com/news/traysar-lau…

So excited about this new partnership , can’t wait to start digging

Thanks @SpencerGuard for continuing to raise awareness in what is really happening and winning the war. I’ll be there in a few weeks to be working on much more …

High chance it’s a panic across Europe. But we must remember that before the Russian invasion there were clear indicators met with much skepticism. If this deteriorates, China might seize the opportunity. Prepare for the worst.

Don’t mess with grandmothers on their morning walk Btw - this simple fundamental of counter fpv can be an idea for many

This reality is going to hit hard , when the sky is so contested the battlefield moves underground . So much to do, and he’s write the west isn’t prepared enough for this capability

Building the tunnel destroying future!

Traysar team : let me breach tunnels @yadinsoffer : wait what shirt are you wearing

Oxygen levels are so low in tunnels that you want to avoid shooting since it will literally suck up your air (among a million other things that try to kill you). One of many reasons why autonomous breaching is such a critical capability.

And of course good to have @SpencerGuard working with us on this vision and mission

Fake news in this case BUT terrain shaping really is not just about excavating trenches or airfields. It’s about establishing new strike paths, breaching routes or even naval pathways. Excavator- , drilling-, and boring-class military capabilities will reshape how wars are won

Nuclear earth penetrators keep coming up because US's biggest conventional bombs hit a hard physics wall against the deepest bunkers. Here’s the physics and why this dangerous stalemate has to be addressed

Im even not truly Yahalom , but point remains the domain is emerging

"Engineering firms told BBC News they are seeing rising demand for undergrounding, in part due to Russia's war with Ukraine, which has revealed just how vulnerable above-ground facilities can be to drone attacks." Like @SapperGeologist and I highlighted in our recent Modern War Institute at West Point article. The underground is the past, present, and future. We are seeing it across many fields. bbc.com/news/articles/c20ydr…