Venture capital for deep tech deployment. Aerospace | Robotics | Energy

Washington, DC
🚨Breaking🚨 First ever Deep Tech Deployment Summit to be held on Sept 8th during Deep Tech Week in Washington DC. Killer speaker lineup and more announcements coming soon. Registration in comments.
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Today, Pioneer Labs is announcing our first step towards terraforming Mars. 🚀🌼 With equipment that fits in just a single rocket launch, we can convert Martian dirt, water, and air into enough building materials to construct a small city on Mars. To do it, we made the first microbe for Mars. We found the best microbe on Earth and used evolution to teach it how to source all of its nutrients directly from Martian materials. The first astronauts will be greeted with safe shelter already filled with water, oxygen, and rocket fuel for the return journey. This is the first step toward using biology to make Mars a friendly place for life. It lets us live off the land and helps us build the next great frontier. It's the first of five organisms we need to green Mars ⬇️
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Level Five VC retweeted
Modern manufacturing robots are far more precise than they look. A six-axis industrial robot can move a tool through several metres of space and repeatedly bring it back to within a few hundredths of a millimetre. Some precision oriented systems achieve repeatability of around 0.02-0.05 mm. That precision is one reason mass manufacturing looks the way it does today. A car body can move through a factory floor while robots weld the same points, drill the same holes and paint complex surfaces with almost identical movements, thousands of times over. The first industrial robots entered factories in the early 1960s, mostly doing repetitive and dangerous work. Sixty years later, they can repeat precise movements thousands of times with a consistency that humans simply cannot maintain at industrial scale.
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Speed is an underrated moat
Of the past 312 orders we could fulfill in 48 hours, we won 79.5% of them. Crazy. I am sure this is true for parts, valves, components, etc. Go build!
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Next level aura
why dont any websites feel like this
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What an incredible week. Honored to be part of the inaugural @deeptechweek in Washington DC. It is clear that something is happening here. DC is becoming a center of gravity for the hard technologies that move civilization forward.
DC Deep Tech Week has officially wrapped. Across six days, the program drew 3,691 unique registered attendees—including 695 founders—to 26 public events throughout Washington, DC and Northern Virginia. Twenty-eight startups and 47 organizations presented across a week of founder talks, technical presentations, panels, demonstrations, screenings, roundtables, showcases, startup crawls and community gatherings. Thank you to the hosts, organizing partners, venues and sponsors who made the week possible: 8090 Industries; Air Force Research Laboratory (@AFResearchLab); AKULAR (@AKULAR_AR); Arlington Economic Development (@AEDBizInvest); Atypical Ventures (@atypicalvc); Auron Solutions; Brave Capital (@brave_cap); Cornell University (@Cornell); Fulcrum Venture Group; HAUS (@deeptechagency); and Hyperstition Incorporated; JBG SMITH (@jbgsmith); Johns Hopkins University Applied Physics Laboratory (@JHUAPL); KdT Ventures (@KdT_Ventures); Level Five VC (@LevelFiveVC); National Innovation Quarter (@NationalIQ); New Vista Capital (@NewVistaCap); Point72 Ventures (@p72vc); Ramification Laboratories; Red Cell Partners (@RedCellPartners); Squadra Ventures (@squadra_vc); and SRI International (@SRI_Intl); Station Alpha; The Capital Factory (@CapitalFactory); The Nuclear Company (@TheNuclearCo); VC in DC; Veteran Ventures (@VenturesVeteran); Virtus Innovation Center; WIseCost; Armored Fresh; Statecraft (@statecraft_labs); and Anomalous Heat LLC. The energy in DC was incredible - there are people shoulder to the wheel at the highest leverage positions in the world accelerating a science fiction future into reality. See you next year at DC Deep Tech Week 2027, mid September. deep-tech-week.com/washingto…
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Welcome to the team @FrankVTaylor
New role. Same mission. I’ve joined @LevelFiveVC to invest in deep tech deployment that moves civilization forward. Build. Ship. Make the future better. Let’s go 🚀
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Who is out there working on driving down the cost of titanium processing? DM’s open
Titanium … Does. Not. Corrode. Obviously we continue to build and fabricate the vast majority of our buildings, equipment and working assets from steel. Steel is an incredibly versatile material, we are very good at using steel. Steel is great. Steel corrodes Things that are made of steel are temporary, the Forth Bridge (my pfp) is a cantilever rail bridge built in 1883. It was constructed from 51,000 tonnes of steel. The Forth Bridge is painted from end to end every two years, and it takes two years to paint the bridge. The bridge is perpetually being painted to protect it from corrosion and that’s why it is still standing after 143 years. Titanium does not corrode, in fact it is so inert that titanium is used for medical implants. There are people walking around with titanium plates in their skull. Quite a staggering feat of corrosion resistance. If a society really wanted to build lasting monuments we would use stone and titanium. 1,000 years from now the only surviving buildings of this era will be the ones that did not use steel. In many countries the suburbs are more durably constructed than the metropolitan centres. We don’t use titanium because it is expensive, and it is expensive because we still rely on the Kroll process to process titanium ore. 200 years ago aluminium used to be very expensive, kings and queens would use aluminium cutlery as a display of opulence. Today we figured out how to process aluminium very cheaply and now we make 1 billion aluminium cans every day. Titanium is still stuck in the expensive-to-process phase, even though it is the 9th most abundant element on earth. Soon someone is going to solve titanium processing and the aesthetic of every city will change dramatically and things will start feeling very futuristic.
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Level Five VC retweeted
Announcing @regentcraft's $240M Series B to bring our Seaglider manufacturing facility online and deliver them to our military and commercial customers. Lets go!! Could not have asked for better co-leads between Mare Liberum (@lcselby) and AE Ventures, bringing vast experience and connectivity across maritime and aerospace. Its not easy building in either of these sectors, so their backing is amazing validation for the business. So excited to be partnering with @ereborbank on the financing. @PalmerLuckey and the team are absolutely putting their money where their mouth is on backing the next generation of American industry and defense technologies. Access to this $120M in debt unlocks significant manufacturing purchases across tooling and equipment to stay on track for first Seagliders out of the factory by end of next year. We have a quarter-million feet of factory floor to fill. This is a major growth moment for REGENT. To date, we've largely been focused on prototyping. Seagliders are the first new mode of transportation since the helicopter, and its taken a lot of engineering and test to get here. Now we are focused to getting Seagliders into the hands of our customers, whether it is contested logistics and MEDEVAC missions in the Indo-Pacific, or commuter service to New York or Miami. The growth of the order book over the past year has been amazing. It's a huge moment for us, but we're keeping our heads down and working. We are on the eve of flying our full-scale, human-safe Viceroy Seaglider prototype. Investors in our Series B got deeply involved in our technology development and testing campaigns and gained conviction in REGENT to unlock this fundraise even before Viceroy has flown. I must say, it's awesome to see this team - even while celebrating this Series B - remain so locked in on flight. Thank you to our existing investors who doubled down on us like @_edgegroup / SDF, @GiantStepVC, @LockheedMartin, @caffeinatedcap/@tonsing, @JAL_Official_jp, @mcuban, @foundersfund/@zebulgar, East X, and @Future_Planet. And excited for all the new support with @DCVC, iGrow, @BalnordVC, @VanderbiltU, and Inceptional. Massive day for REGENT. Next steps: flight, production, deliveries!
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Huge accomplishment @ActinideInc and a major step forward to securing domestic production capacity for the critical materials that power everything from cancer drugs to nuclear reactors. Let’s go 🚀
This week, @ActinideInc became the first startup in history to enrich uranium, producing HALEU, the fuel for next-gen and small modular reactors. We did it using Endurance, a particle accelerator that we designed and built in Texas. Endurance usually produces enriched Yb-176, a precursor for cancer therapies worth roughly $30,000 per gram. After a bulk Yb-176 delivery on July 30, we reconfigured Endurance for uranium.
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Level Five VC retweeted
New sleek transport stand design with… orange lights?
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Level Five VC retweeted
Robotics reminds me of building PCs in the 90s. Also pretty cool how i can buy a serious arm for 1k now.
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Kelly Johnson with his Masterpiece.
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Wild ride ahead 🚀
A list of things that I think will happen soon in the deep tech space / in general after drinking too much coffee today: The time of non-silicon / conventional computing is upon us. There will be a massive influx of capital into computing platforms that are either radically different, or else, use existing mature platforms in novel ways. I would say adiabatic / reversible computing like @VaireHQ @rodolfor, probabilistic / thermodynamic asics like @extropic @beffjezos, silicon photonics like @LightmatterCo and others. Why? Moore's law is petering out in various ways, but more simply the clock speed of compute flat-lined a long long time ago. A silicon transistor is like a tiny current amplifier, and there is a maximum refresh rate beyond which the amplifer gain is below unity. That, and the chemistry of the charge depletion zone means the electrons are always bouncing around, causing heat, and indeed thermal transport and clock speeds are two limiting factors on compute density. More generally, however, is that probabilistic-based AI models running on deterministic finite gate logic is a fundamental mismatch. If you wanted to e.g. implement energy based models, there is a far far more elegant and intuitive way of implementing this by leveraging the physics of a system to represent the energy landscape directly. Civilization will do everything it can to maximize compute density across all metrics - volumetric, weight, energy, etc. The fastest implementations likely leverage existing CMOS / silicon fab tech but use the same things in completely new ways. Biotech is not even 1% started Biological systems are by far the most advanced technological platform in the known universe, something that has been optimized over billions of years in parallelized evolutionary algorithms. Biology is the strong-form of nanotech - human beings unpack via self-assembling molecular turing-complete computers that can take something smaller than a grain of sand and grow it into a physical form factory that has 100x the performance capabilities of any known robot, or any known AI model, in versatility and adaptability. Even a trivial example like insects represents a kind of robot that humanity is an unimaginably far distance from being able to design from scratch, but this distance is massively compressed in the era of AI. The limit on the speed of development in this area is fundamentally data acquisition through more and more modalities across the biological spectrum. Transcriptomics and sequencing do not give a complete picture - things like light sheet microscopy (@loicaroyer ), raman scattering (@Precigenetics), and other optical methods that can provide volumetric time-resolved 4D datasets on living biological systems are the lynchpin in reverse-engineering this branch of nanotech, and large-scale automated biology factories, like Gingko Bioworks (@jrkelly), need to produce several internets-worth of training data to decode biology. Things like therapeutics, peptides, cancer vaccines, and so on are the highest value but only first wave of applications of biotech. Biotech is a general technology - it is the most dense and versatile form of robotics imaginable, the most energy and resource efficient means of manufacturing, and there is really nothing in physical law that says you cannot grow a car, a building, a factory via biological nanotech. AI Labs will become Everything Companies Anthropic and OpenAI will massively expand into all areas in which AI has high leverage, into things like self-driving robotic laboratories for material sciences, biological discovery, but even further - into manufacturing, metallurgy, design and simulations. One month's revenue can king-make them as the best-funded player in any one of those categories. We think it is wild that Jeff Bezos could raise $12B to build Prometheus, the vertically integrate design and fabrication engine. This is probably four weeks of revenue for Anthropic in 2027. By 2028 I would not be surprised if frontier labs are planning to vertically integrating the entire techno industrial stack, from raw minerals extraction, refining, chip production, to space programs and rocket designs. It will not be humans designing and implementing these systems, all the capital pressure in the universe will be on removing humans from the loop in any of these domains to accelerate the volume of compute being brought online. Robotics and Manufacturing will produce a generalized API to the physical world We think it is amazing that an ai agent can tool-call notion or slack, or now click around on a screen and debug a browser. Consider now if that same agent could order 100 tons of raw materials and transform this into a house, an apartment block, a functioning one-off multi-ton casting press, and so on. The strong form of robotics as applied to manufacturing means that humanity and machine intelligence both will have a software-defined API to the physical world that will unleash a tidal wave of abundance that is beyond imaginable. It is convenient to have something summarize your emails, it is something else when the cost of every physical good falls to the marginal cost of energy required to produce it, and in general, everything will decline to the cost floor of energy.
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Level Five VC retweeted
Open-source humanoid for under $5,000! 😳 UC Berkeley released Berkeley Humanoid Lite, an open-source humanoid robot that costs under $5,000 and can be built on a desktop 3D printer. Every component is either 3D-printable or available on Amazon. There's no need of specialized manufacturing, nor exotic materials. This breaks the $ 50K-$100K barrier that locked humanoid robotics behind university labs and big companies. Design uses cycloidal gears, optimal for 3D-printed actuators. They extensively tested the plastic components for durability because 3D-printed parts are weaker than metal. The tests validated they're reliable enough for research. Check the demos! It plays with Rubik's cubes, writes its name with a marker, walks on two legs, or manipulates blocks. Zero-shot sim-to-real transfer using reinforcement learning. Everything is open, including hardware designs, code, and even training frameworks. Democratizing robotics and lowering the entry point is probably my favourite sentence :) 🔗 Here's the project page (build it!!!): lite.berkeley-humanoid.org/ ~~ ♻ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com
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Pretty straightforward really
A quick process reference for everyone looking to sell to the DoW
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He who ships survives
It’s rude to ask - a woman her age - a man his salary - a robot deployer how many robots they’ve deployed for non-research use cases
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Every emerging manager in VC needs to internalize this
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This is such a unique ecosystem and this region is such a unique place for startups to build, grow, and convene. There are some things that only exist here. There is only one Pentagon. One White House. One Deep Tech Week in DC. See you there!
The United States of America is the only country on the planet with the capacity and foresight to bring humanity to the stars, and not in the name of a totalitarian political ideology, but as is stated in NASA's founding charter: For All Mankind. ​Now, by any reasonable measure the technology and engineering skills required to construct a permanent human settlement on the moon was developed in the 1960s, mature and tested in DoE and NASA laboratories by the 1970s, and then shelved for four decades as America fought a different battle - against inflation, against religious extremism, and in the recent culture wars, against itself. ​Today we face a different frontier and a more worthy adversary, the laws of physics, of material science, of electrical engineering and mechanical design, as Deep Tech Startups across the country are taking up the plans for fusion reactors, nuclear batteries, nuclear rockets, supersonic jets, lunar habitats, deep space communications, designs straight out of government funded white papers of the Cold War, and invigorating them with the leaps and bounds made since then in information processing, in compute density, robotics, automation, telecommunications, and artificial intelligence. ​It was the defense industry that made possible both nuclear energy and the space industry, and today the defense industry is in the process of reinventing itself as new technology companies race to develop capacities that would protect the national interests of the country taking humanity to the stars. ​It's not just defense, nuclear energy, aerospace, and the orbital economy, but all these things at once and combined together that will make humanity a space faring civilization ​For all these reasons, and thanks to @FrankVTaylor, @deeptechweek is coming to Washington DC. In just three weeks. A stacked lineup of venture funds in defense and energy - @levelfivevc @KdT_ventures @venturesveteran @brave_cap @newVistaCap @redcellPartners @p72vc Squadra Ventures, Fulcum Venture Group, Cerberus Ventures Just a sample of some of the startups participating: @TheNuclearCo @CowboySpaceCorp @TokamakEnergy @ElectraAero @phantom_neuro @zeno_power @AON3D @hiddenlevelinc @vatnsystems and Exodus Propulsion Along with @deeptechagency @Fusion_Industry @SpaceWERXDOD @DIU_x @NSWCCarderock @jbgsmith @AEDBizInvest @SiliconVlyBank @Technical_ly And everyones favorite nuclear influencers @isodope and @energybants
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never underestimate what you can accomplish with duct tape and pool noodles
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“We own the land, the building, and the equipment.” Based.
I’m incredibly excited to announce that Lumina has acquired our first factory. At 250,000 sq. ft., the facility includes 20+ CNC machines, multiple cutting beds, and a team of more than 100 people. Our steel business is on track to generate $15M in revenue this year, with a goal of doubling to $30M next year. Beyond serving external customers, the factory will bring dozens of Lumina vehicle fabrications in-house over the next 8–10 months. As we scale Moonlander deployments and prepare to launch BladeRunner, this facility will support our steel production needs through 2026 and 2027. We own the land, the building, and the equipment. This is the first of many factories we plan to bring into the Lumina portfolio, and we’re excited to bring you along for the journey.
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