Sam Fort retweeted
AI is shaping how drugs are discovered — and how biotech companies are built.
@BigHatBio is translating AI-driven discovery into clinical progress — an important milestone for AI-native drug development.
We are proud to have co-led @BigHatBio $75M Series C, backing the company’s next phase of growth.
dfjgrowth.com/story/bighat-b…
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At ModCon this year, we asked five investors where the next wave of AI infrastructure capital is going: training, inference, or silicon? Five different answers, and one panelist said it's the wrong question to be asking.
The discussion also covered whether chipmakers absorbing AI software means the infrastructure is maturing or getting ahead of itself, and what open weight models do to the valuation of a compute-heavy startup.
Michelle Gonzalez (@M12vc), Liz Stein (@USITfund), Sam Fort (@dfjgrowth), Quentin Clark (@generalcatalyst) and Dave Munichiello (@GVteam) each closed with what they think founders should build right now.
Full recording: piped.video/watch?v=5igY763x…
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Great time on stage at Modular's #ModCon 2026 yesterday! Fun debating where value creation is heading in the AI infra stack on the investor panel. My take: we've hit another sharp inflection in the inference growth curve (following the last one in Dec/Jan), and access to heterogeneous compute matters more than ever.
Always energizing to jam with my stellar fellow Modular co-investors @davemuni @quentinclark @lizvstein @michhgonz. Thanks for having me @clattner_llvm , @iamtimdavis, and Team @Modular! 🔥
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TTune in live now: piped.video/watch?v=Yvb_G2Dr…
Right now: Modular Cloud Deep Dive - How do we achieve performance under the hood?
Up next: Five investors, thirty minutes, one question: where is AI infrastructure capital going next? GV, General Catalyst, DFJ, USIT, and M12 represented.
#ModCon2026
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Sam Fort retweeted
The next generation of air defense will be built differently.
@Cambridge_Aero is creating one vertically integrated system designed to take on the growing drone threat.
Why we invested:
dfjgrowth.com/story/cambridg…
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Sam Fort retweeted
Today at @Cambridge_Aero we're announcing a $300M Series C funding round to accelerate our mission to protect Allied skies.
Thank you to lead investor @dfjgrowth and for the continued support of our backers @Accel, @eladgil, GFC, Lakestar, @Lux_Capital, Never Lift, Ora Global, @sparkcapital
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Thrilled to congratulate @clattner_llvm, @iamtimdavis, and the exceptional @Modular team on their agreement to be acquired by Qualcomm.
At @DFJgrowth, we backed Modular based on our belief in their mission to solve one of AI's hardest problems: heterogeneous fragmentation across the hardware and software stack. By building AI’s unified compute layer and acting as the hypervisor for AI, they are making "write once, run anywhere" a reality for developers globally.
Chris and Tim are a rare, powerhouse combination of world-class technical depth and relentless product execution. It’s been a privilege to partner with them through this chapter, and we can't wait to see how they accelerate and scale their infrastructure next alongside the team at Qualcomm.
To the next epoch! 🔥
I'm excited to share that Qualcomm is acquiring Modular: this will accelerate our path to unifying accelerated compute with an open platform. This will also mark a new era in open software development for Qualcomm. 👇
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Congratulations to @elonmusk, @Gwynne_Shotwell and the incredible @SpaceX team on their historic IPO. An amazing story of vision, grit, and execution built over the past 24 years.
It has been an honor for @DFJgrowth to be part of the journey since 2009 and watch one of the great company-building stories of our time unfold.
To the stars!💫
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Sam Fort retweeted
AI’s next bottleneck is power. @dfjgrowth is thrilled to back @ambrosiaenergy, building modular, off-grid solar + battery plants for AI workloads. Honored to partner with Benjamin Longmier @longmier, Sara Spangelo @sara_spangelo, & the Ambrosia team.
dfjgrowth.com/story/ambrosia…
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Honored to be included on the 2026 Forbes Midas List alongside so many investors I admire, including many friends and co-investors.
Venture is a team sport, and this recognition reflects the incredible people I get to work with every day at @DFJgrowth and the exceptional founders we’ve had the privilege to back over the years.
Grateful to Forbes for the inclusion, to my partners and colleagues for making this work so rewarding, and most of all to the founders who have allowed us to be a small part of their journeys.
Venture capital is on the cusp of what could be its greatest returns ever.
This year’s Forbes Midas List—the 25th anniversary edition—reflects the staggering rise of SpaceX, OpenAI and Anthropic, three private companies whose valuations are reshaping the venture landscape and driving a record 25 newcomers onto the ranking.
Read more: forbes.com/lists/midas/?utm_… (Photos: Guerin Blask for Forbes) #ForbesMidas
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Sam Fort retweeted
Congrats and a huge thank you to the SpaceX team that always delivers. This was an incredible first flight of a brand new vehicle. Our collective future flying amongst the stars has become so much closer.
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Anthropic’s Mythos raised the bar for AI vuln detection but kept it invite-only.
GPT-5.5 is OpenAI’s answer, and it’s open to all.
We had early access. Ran the benchmarks. Blackbox GPT-5.5 already beats whitebox GPT-5.
Best pentesting model we’ve tested.
Read our analysis: bit.ly/48OX7v6
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Sam Fort retweeted
Thrilled to back the @Saronic team in their $1.75B Series D. At @DFJGrowth, we love partnering with founders who are reimagining how critical industries are built – Saronic hits the mark with a clear-eyed vision that is both compelling and crucial.
dfjgrowth.com/story/saronic
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We’re thrilled to partner with @oegerikus and @XBOW in leading their $120M Series C to bring autonomous, 24/7 hacker intelligence to the enterprise. 🏹
If it can be exploited, XBOW will find it before the bad guys do. 🎯
More on our investment:
dfjgrowth.com/story/xbow-dev…
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Technology proven ✅
Market fit proven ✅
Now it’s time to SCALE 🏹🚀
Together with @dfjgrowth and @northzoneVC, we just announced a $120M funding round, valuing XBOW at over $1B.
Our Autonomous Hacker was trained by elite human security experts. In 2025, we proved it can safely and effectively operate in real production environments. Today, over 100 customers worldwide already trust XBOW to protect their most critical assets.
As AI allows attackers to move faster, defenders need the same continuous speed and capabilities.
This milestone allows us to bring autonomous offensive security to the entire industry at the exact moment it’s needed most.
Read more: bit.ly/4lA033O
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SpaceX has acquired xAI, forming one of the most ambitious, vertically integrated innovation engines on (and off) Earth → spacex.com/updates#xai-joins…
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Our first meeting with Yevgeny Dibrov and Nadir Izrael was in @ArmisSecurity's modest Palo Alto office back in 2018. We were immediately struck by their ambitious vision and the product's early breakout growth.
DFJ Growth officially partnered with Armis in early 2020, and it’s been an epic run ever since. It has been phenomenal to watch the team scale from an emerging leader into a global powerhouse, protecting everything from IT to critical OT infrastructure.
Armis has gone well beyond their initial product by defining the Cyber Exposure Management category. Their $7.75 billion acquisition by @ServiceNow is a well-deserved validation of the relentless execution and culture this team has built over the past decade.
So proud to see Armis reach this milestone. A massive congrats to the entire team!! 🚀
📢 MAJOR ANNOUNCEMENT 📢
We are excited to announce today plans for Armis to become part of @ServiceNow, the AI control tower for business reinvention.
At Armis we are focused on building a generational cybersecurity business; with this mission in mind, partnering with ServiceNow will allow us to expand on their security workflow strength and accelerate our mission to deliver Exposure Management and Security as well as Cyber Physical System Security in an accelerated fashion.
With its advanced AI-driven software for workflow process and automation, becoming part of ServiceNow is an exciting next step that will expand the security innovation Armis delivers to our diverse customers globally.
Our synergies with ServiceNow enable us to connect real-time asset discovery, threat intelligence, and risk prioritization with automated remediation and response workflows - driving the very best security outcomes for our customers through:
➡️ Stopping attacks before they happen by leveraging Armis Exposure Management and ServiceNow response workflows.
➡️ Protecting the most important physical environments and critical infrastructure, while allowing customers to focus on running their business.
➡️ Accelerated innovation and more value by connecting market leading ServiceNow AI Platform with Armis Exposure Management and CPS solutions.
Read more in our official announcement: newsroom.servicenow.com/pres…
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