VC @ DFJ, Dad, Tech Builder, Gator, Trojan, Bruin

Menlo Park, CA
Joined March 2008
Randy Glein 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…
1
9
1
18
6,815
Weeeelllll, I guess @Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David :)
Verizon, AT&T and T-Mobile said on Thursday they agreed in principle to form a new JV with an aim to address long-time coverage gaps, especially in rural areas, by using satellite-based technologies. This comes as the industry increasingly worries about what Elon Musk’s @Starlink Mobile might do to shake up the terrestrial mobile space. Musk has said he’s not going to put the U.S. terrestrial carriers out of business, but at the same time he’s expanding Starlink and buying up more spectrum...
412
627
135
6,181
1,011,884
Randy Glein retweeted
Getting to space was step one. Tom Mueller @lrocket helped power SpaceX to orbit. Now, with Impulse Space @GoToImpulse, he's solving the harder problem — moving through space with the precision it demands. Founder Story: dfjgrowth.com/founders/tom-m…
3
8
407
Randy Glein 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
4
6
450
Randy Glein retweeted
TIME’s new cover: SpaceX is racing to build its most powerful rockets yet with the goal of returning humans to the moon. Gwynne Shotwell is leading the charge alongside Elon Musk. Read it here: time.com/article/2026/03/26/…
468
1,508
379
10,165
1,593,071
Fun time chatting defense tech investing with @StevenSimoni on @DroneUltimatum Podcast - thanks for having me! We cover what we @dfjgrowth look for as long time VCs in the category, how the battlefield is changing and the pressing need for defense innovation (shout out to portcos @SpaceX @anduriltech @VannevarLabs @hiddenlevelinc @GoToImpulse), & how startups can most effectively partner and scale w the government.
NEW POD: Defense isn’t SaaS. Jocelyn Kinsey (DFJ Growth) joins to discuss defense as a "hits-driven business" and what most VCs get wrong. We cover: - capital flooding into defense - drone warfare shifts - how winners actually emerge Available now on Spotify / YouTube / Apple Podcasts.
3
3
26
2,537
I can’t wait to go to the Moon!
For the first time in our existence, we possess the means, technology, and, for the moment, the will to establish a permanent human presence beyond Earth. Starship is designed to make this future a reality → spacex.com/updates/#moon-and…
717
838
95
11,683
15,247,802
Randy Glein retweeted
Today, we’re proud to back @Modular $250 million Series C financing and its mission to build AI’s unified compute layer. dfjgrowth.com/story/modular-…
1
6
2
60
61,186
Anduril is No. 1 on @CNBC's Disruptor 50 list.
85
194
36
2,401
409,519
Thanks to the team, partners, and investors helping us accelerate our future beyond Earth: Linse Capital, @dfjgrowth, Valor Equity Partners, @foundersfund, @Lux_Capital, @RTX_News, @DCVC, @AirbusVentures, Spring Tide Capital, First Principles Group, @balerionspace, @tamarackglobal, and @Trousdale_VC.  #ImpulseSpace #MobilizeSpace
5
39
2,761
Randy Glein retweeted
We are delighted to join @GoToImpulse as a new investor in Impulse’s $300M Series C financing | @dfjgrowth managing partner @rglein gives insight into our investment dfjgrowth.com/story/impulse-…
1
2
10
458
Randy Glein retweeted
We are thrilled to announce DFJ Growth’s launch of our $1.2B Fund V. It was been quite the journey captured by Allie Garfinkle at Fortune Termsheet dfjgrowth.com/story/investin…
3
7
1
57
127,075
SpaceX stands ready to support @NASA however we can
NASA will return @BoeingSpace's #Starliner to Earth without @NASA_Astronauts Butch Wilmore and Suni Williams aboard the spacecraft. The uncrewed return allows NASA and Boeing to continue gathering testing data on Starliner during its upcoming flight home, while also not accepting more risk than necessary for its crew. Wilmore and Williams will continue their work formally as part of the Expedition 71/72 crew through February 2025. They will fly home aboard a Dragon spacecraft with two other crew members assigned to the agency’s SpaceX #Crew9 mission. Starliner is expected to depart from the @Space_Station and make a safe, controlled autonomous re-entry and landing in early September. More: go.nasa.gov/3YYesh3
425
1,144
118
12,831
1,058,033
Randy Glein retweeted
Starship will make life multiplanetary
16,489
28,664
2,822
439,567
51,792,800
Godspeed Dragon with her precious cargo: Matt, Mike, Jeanette and Sasha!
Crew-8 is go for launch!
68
188
5
3,300
130,916
#Crew8 is in orbit!
9
62
1
458
50,329
Randy Glein retweeted
The great team of OpenAI--who know better than anyone else what they have been responsibly building with Sam & Greg--are voting with their feet. This board must go. Stop the coup.
16
52
8
677
143,652
Randy Glein retweeted
Sam should get his job back, the board should be replaced by founders and investors who have skin in the game, the nonprofit should be converted to a C-corp, and Elon should get shares for putting in the first $40M+. In other words, undo all the shenanigans.
312
639
107
9,104
1,834,976
Randy Glein retweeted
The only possible recovery of this situation would be reinstating Sam and Greg, and a wholesale board change. 10,000’s of startups and many more developers would prefer to see this outcome.
71
62
7
846
117,021
So glad we can finally talk about this! Fury is a high-performance, multi-mission group 5 autonomous air vehicle. It is capable of pulling 9Gs at Mach 0.95 for a tiny fraction of the cost of similarly performant fighter craft. anduril.com/fury/
321
632
412
6,633
2,167,603