Go long, go big!
I'm excited to announce that @AmcaInc has raised a $300M Series B at a >$1B valuation, led by @CaffeinatedCap with major support from @LightspeedVP, @a16z, @Lux_Capital, and others. We're on a mission to reconstitute a supply chain that has too often put profit over country.
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Raymond Tonsing retweeted
America’s critical supply chain won’t be fixed by a single player. It’s a collective effort that will require co-investment and collaboration between the public and private sectors.  Our CEO, Jai Malik, joined Jeffrey Frankston (Acting Deputy Assistant Secretary of War, Industrial Base Resilience), Andy Magliochetti (Deputy Assistant for the Defense Industrial Base, US Department of the Navy), Rolf Zeising (General Atomics), and Bryan Clark (Senior Fellow and Director, Hudson Institute) yesterday afternoon at the @HudsonInstitute, to discuss how we can come together to form a stronger, more resilient defense industrial base.  Watch the full discussion here: hudson.org/events/manufactur…
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Raymond Tonsing retweeted
We started Varda to build space drug factories. Going quite well; drugs headed to clinic. Turns out our capsule can also deliver cargo anywhere on Earth. Nice edge for Varda: we've actually flown our spacecraft vs pitching renders. $51.8m this year + $48.8m requested next year!
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Raymond Tonsing retweeted
Six missions flown, three more vehicles at the launch site, and two heavyweights joining Varda: Steve Layne as CRO and Aaron Huber as CFO. Their job is to fund the world’s first orbital manufacturing fleet and deliver space-made pharmaceuticals to patients.
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Excited to share that I’ve rejoined Lux Capital as a Partner on the investment team. I started my venture career at Lux and have always admired the team’s relentless curiosity and conviction in backing ambitious, non-obvious companies. It feels great to be back.
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Congratulations
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Nice
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“@Saronic is the gold standard” @SecWar
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Dino!
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New AirPods.
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The results are in for @DIU_x Drone Gauntlet II. We’re proud to place #1 in Close Quarters Battle and #3 for Deep Strike, and to be the only drone manufacturer in the top 5 placement for both missions. These results are a testament to the adaptability of our Archer FPV system, designed from the ground up to flex to the needs of the military operator in every battlefield scenario. As the only manufacturer with Gauntlet I drone commitments fully shipped and accepted, we’re standing by and ready to fulfill against the expected 14k drone order from the Department of War. Major kudos to everyone on the Neros team for working tirelessly in support of Gauntlet II, and onward to Gauntlet III.
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@grok who took first and second place in deep strike?
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Raymond Tonsing retweeted
Proud of the @Saronic team and the work behind this award. We're building Port Alpha to bring American shipbuilding back with speed and scale. This award is a real step forward in delivering for today’s fleet while building the hybrid fleet of tomorrow.
We’re excited to announce that Saronic has been awarded a U.S. Navy contract to build Landing Craft Utility (LCU) vessels at Port Alpha, our next-generation shipyard in Brownsville, Texas. Capable of transporting troops, vehicles, and up to 170 tons of cargo directly to beaches and unimproved shorelines, LCUs are essential to amphibious operations, resupply, and disaster-response missions. As Port Alpha’s first build, this program marks an important step toward expanding America’s maritime industrial capacity. It also advances our mission to deliver the vessels the Navy needs today while building toward an autonomous maritime future. Production is expected to begin in 2028, with initial deliveries planned for 2029. Read the full announcement: medium.com/saronic-technolog…
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Raymond Tonsing retweeted
Awesome to be on The Breakout list! The premiere place to find start up jobs. Get on rocket ship 🚀 ☢️
Replying to @chrisbarber
Breakout List, all picks (2 of 4): 51-100 people: - Aaru (@seekingtau, @virtualned, @john_k) - Beacon Software (@nilamg, @divyahansg) - Fab2 (@szeloof, @jimkxa) - fal (@burkaygur, @gorkem) - Listen Labs (@itsalfredw, @florian_jue) - Medra (@michellearning) - Pallet (@SushanthRaman, Andrew Spencer) - Periodic Labs (@LiamFedus, @ekindogus) - SF Compute (@evanjconrad, Eric Park, @Ethan_is_online, @EricMenees, @apagajewski) - Simile (@joon_s_pk, @msbernst, @percyliang, @ElainaYallen) - Twenty (Joe Lin, Leo Olson, @skyleronken, Pete Sorrentino) - XDOF (@philippswu, @YideShentu, @itsnemojin) 101-250 people: - Antares Nuclear (@jordanbramble, @juliadewahl) - Aven (@SadiSKhan, @murtada, @collinwikman, @AlmazNanjappa, Jeremy Solomon) - Bitwise (@HHorsley, @hongkim__) - Boom Supersonic (@bscholl, @jkrall, @joe_wilding) - Brain Co. (Dan Ashton, @ericwu01, @eladgil, @jaredkushner) - Braintrust (@ankrgyl) - Castelion (@hargsb, @sean_pitt_, Andrew Kreitz) - Enter (@mateus_cr123, Henrique Vaz, Mike Mac-Vicar) - Exa (@WilliamBryk, @jeffzwang) - Factory (@matanSF, @EnoReyes)
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If you're young and ambitious, get to an epicenter and get going. Here's your cheat sheet. Breakout List.
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Great memories!
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The US Navy has awarded three competitive prototype Other Transaction (OT) agreements to Conrad Shipbuilders, Master Boat Builders and Saronic Technologies to build Landing Craft, Utility (LCU) 1700 class craft. #shipbuilding #gatornavy #lcu Read more 🔽🔽
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Our thesis today + Our thesis tomorrow. overlookcapital.com
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50 years today! Oldest in the USA.
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