
Principal @criticality_vc // @HarvardHBS & @StanfordEng // 🌱 ops @sensei_ag & @plenty // Views are my own
Joined April 2016
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Lots of deep tech capital incentives happening in New Mexico. Zanskar, Castelion, Pacific Fusion, and too many quantum things to count. Desert deep tech vibes 🏜️
Textron Enters the Contested Logistics Race
Hard Tech Headlines:
- Canada Nickel Company plans to deploy Komatsu autonomous haul trucks at its Crawford Nickel Project near Timmins, Ontario, as part of a 300+ machine fleet valued at roughly C$1.5 billion.
- @SkydioHQ, the American drone company, has announced a successful deployment with the Cincinnati Police Department, with 22 docked drones covering 90% of the city and flying more than 100 missions per day.
- @NusanoInc, the nuclear technology startup, has been selected by the DOE to advance American HALEU production, a critical part of the nuclear fuel supply chain, with its first production unit targeted for 2031.
- @Textron and Merlin have introduced a new concept aircraft, an autonomous Cessna built for contested logistics missions, including autonomous cargo resupply, with a payload of up to 6,000 pounds.
- @Arbe_Robotics has launched a C-UAS 4D imaging radar designed to detect and track small drone threats.
- @ucore, the Nova Scotia-based rare earth company, has secured $4.6 million to expand its rare earth separation technology in Louisiana.
The U.S. Department of War is investing $450 million in The Elmet Group to expand domestic tungsten mining, processing, refining, and manufacturing, while the Defense Logistics Agency separately awarded the company a contract worth up to $2 billion to help rebuild the U.S. tungsten stockpile.
- @ericsson secured a four-year deal with Nex-Tech Wireless to upgrade critical telecom infrastructure across rural Kansas in preparation for 5G Standalone deployments.
- @CrusoeAI, the AI infrastructure company that manufactures critical electrical components for compute infrastructure, has opened its second factory in Tulsa, Oklahoma.
- @blueorigin has secured a deal with the Air Force Research Laboratory to develop next-generation rocket propulsion technology using advanced Air Force-developed engine hardware and technical data.
- Tesla is expanding into Vietnam, establishing a local subsidiary for the potential sale and distribution of Tesla vehicles.
- @tndminc has secured a $4.9 million funding round. The startup integrates AI agents across hardware engineering workflows. Investors include @FoundationCap, @CapitalAlso, @AntlerGlobal, and @geniusventures.
- @Castelion has secured a deal worth up to $200 million with the U.S. Navy to produce its air-launched Blackbeard hypersonic weapons, with production centered in New Mexico.
- @IsembardGroup, the UK advanced machine shop startup, has opened a 160,000-square-foot factory in Southwark, the largest factory to open in central London since WWII. The site also houses its global headquarters. The company has grown from 4 to 16 sites across the UK, Europe and the U.S. in 2026, with operations spanning London, Dallas, Des Moines, St. Louis, Wichita and Youngstown.
Kelly LaBuff retweeted
R&D is messy, lost so many clothes while we were figuring things out. What's great is that in our next facility this entire process will be completely automated.
Inside @americanhousing factory, a robot, water-activated adhesive, insulation, and a six-million-pound press turn flat sheets into structural panels (Part 1) @DeveloperHarris
Trying Poke by @interaction, and hoping for something magical after the wild onboarding negotiation
A snapshot of our last portfolio summit in NYC - you could be in the next one!
Antler will deploy over $6M in Austin the next Residency - $500k per company, and a $2.5k relocation grant to build with us if you are joining from out of state.
🛠 Already building? DM me
📣 Two Antler events in SF next week
1. Cofounder Speed Dating - Wednesday, Aug 14th - specifically for folks who are actively exploring ideas and/or looking for a cofounder
2. Sunset drinks - Thursday, Aug 15th - great views, drinks, and networking
Sign up in comments
cofounder speed dating - partiful.com/e/VLAPL4TUAfFI5…
sunset drinks - lu.ma/STEPSF24-SUNSET
Antler is growing our team - looking for a Management Company Accountant // Finance Analyst who will report directly to our US fund CFO
>> Send any/all kickass excel wizards who are looking to join a pre-seed venture fund my way
Congrats to the Doowii team for their $4.1M raise - w/
@gsvventures & @BetterVentures leading 🎉 Doowii is transforming education with AI-driven data analytics solutions for educators.
prnewswire.com/news-releases…
#vc #startups
Kicking off summer the right way - Stanford Angels & Entrepreneurs of Austin next week! ☀️🍻
June 11th, 6pm at Seven Spirits.
partiful.com/e/pDoLnoRkv7nxb…
Sharing a fun read from my past in vertical farming - if you ever wanted to get a high-level intro, check out Plant Factory a.co/d/hQKfc7i - still on my bookshelf
Kelly LaBuff retweeted
1/ Heads up to the AI builder community interested in fighting climate change.
@lowercarbon @OpenAI @CrusoeEnergy are hosting Hacking for Clean Energy next month, from June 28-29 in San Francisco!
This is a first-of-a-kind AI hackathon focused on accelerating the scale up of renewables.
lu.ma/eoi69aaw
It is just me, or is it impossible to wear a metal watch while using a laptop... how are people managing out there? am I missing something?
Congrats @AntlerGlobal alumni Spoor on their $4M seed round! 🎉 AI saves birds from wind turbines - includes capital from heavy hitter, @Orsted, one of the world’s largest offshore wind farm companies.
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More by @rebecca_szkutak @TechCrunch
techcrunch.com/2024/05/16/sp…
In honor of our IC week at Antler US - a heavy metal AI-generated song about becoming a unicorn 🦄
suno.com/song/fd2aee71-6cbe-…
just tried @suno_ai_ - far too fun and so much joy from the product experience. Now to create a kpop inspired song for a friends 30th birthday... 🤘
Awesome to see the community growth and traction for @sweatpals!
Meet @sweatpals. Co-founded by CEO Salar Shahini & CPO Mandi Zhou, @sweatpals enables fitness enthusiasts to exercise & build community.
Now, they have over 40,000 users, 600+ clubs & operate in three US cities, with plans to expand.
More via @Forbes👇
to.antler.co/sweatp
Hitting up the H-Town Roundup at the end of this week! Spotted this Climatetech & Energy Transition Session on Thursday 2/29 @GreentownLabs 👀⚡️ houstonexponential.com/event…










