A pioneering venture capital firm investing in revolutionary technologies and smart people solving difficult problems. The firm has consistently identified and backed industry-defining companies across all sectors and stages.

Shield AI is a deep-tech defense company building AI-powered autonomous systems for the world's most contested environments. Its flagship product, Hivemind, acts as an AI pilot that enables drones, fighter jets, and unmanned systems to fly, navigate, and execute missions without GPS, communications, or a human in the loop. In a world where electronic warfare and GPS jamming are now standard on the battlefield, Shield AI solves the most urgent problem in modern defense: keeping aircraft operational when all conventional systems go dark.

SpaceX is the world’s leading space, satellite, and AI‑infrastructure company, operating reusable launch vehicles, the Starlink global broadband network, and the Starship deep‑space transportation system. It solves the bottlenecks of cost, cadence, and connectivity by flying more often at lower cost, while turning orbital infrastructure into a massive recurring‑revenue business on Earth through Starlink. With the 2026 merger of SpaceX and xAI into a single “mothership” and a potential IPO on the horizon, investors get exposure to rockets, satellites, and frontier AI in one integrated platform.

Cloud security software for managing app access, data protection, and threat prevention

Polymarket is the world’s largest decentralized prediction platform, enabling anyone, anywhere to trade on outcomes of real-world events across politics, economics, company earnings, sports, and more. By giving users the ability to price uncertainty in real-time, Polymarket solves the problem of outdated, biased forecasts, empowering investors, businesses, and institutions with accurate, market-driven probabilities on the world’s biggest questions.

Anduril is a next-generation defense technology company building advanced autonomous systems, AI-powered software, and integrated platforms for land, sea, air, and space. By fusing commercial innovation with military-grade reliability, Anduril solves the urgent need for rapid, scalable, and cost-effective solutions to modern defense challenges, empowering the U.S. and its allies to maintain technological superiority and operational readiness in an era of evolving threats.

Vercel is the global leader in frontend cloud platforms, empowering developers and enterprises to build, deploy, and scale high-performance web and AI applications instantly, securely, and globally. By combining the world’s fastest application deployment with a rich suite of AI-powered tools, Vercel solves the critical bottlenecks of modern development: speed, collaboration, and scalability.

Groq is a Silicon Valley-based AI infrastructure company pioneering the Language Processing Unit (LPU), a chip purpose-built for ultra-fast, energy-efficient AI inference. By enabling real-time, low-latency deployment of large language models at scale, Groq solves the critical bottleneck of speed and cost that limits AI adoption for enterprises, hyperscalers, and developers worldwide. Its cloud and on-prem solutions power innovation across industries, making AI accessible, affordable, and reliable at global scale.

Glean transforms how modern enterprises find knowledge, automate tasks, and unleash employee productivity with its industry-leading AI-powered search, chat, and digital agent platform. The company solves the age-old “information overload” problem—eliminating data silos and enabling instant access to the right knowledge, people, and workflows—empowering teams to move faster, make smarter decisions, and innovate at scale.

xAI, founded by Elon Musk, is building cutting-edge artificial intelligence to accelerate human scientific discovery and deliver maximally truth-seeking AI. By integrating advanced large language models with real-time data from X (formerly Twitter) and beyond, xAI addresses the need for transparent, high-performance AI that can power research, enterprise, and everyday applications at global scale.

Apptronik builds Apollo — an AI-powered humanoid robot designed to work alongside people in factories and warehouses, with a roadmap into retail, healthcare, and eventually the home. Spun out of the University of Texas at Austin, Apollo represents nearly a decade of work across 15 prior robots, including NASA's Valkyrie. With Google and Mercedes-Benz as both investors and customers, Apptronik is among the best-funded and most commercially advanced players in the humanoid race — alongside Figure AI, Tesla's Optimus, and Agility Robotics.

Focused on some of the most exclusive large and mid-cap buyout funds, with the flexibility to invest in secondary fund opportunities diligenced by Moonfare’s in-house investments team. Limited slots with lower minimums available now through GoodFin.

Saronic Technologies builds autonomous surface vessels (ASVs) from the keel up to deliver maritime superiority for the U.S. Navy and its allies. Its family of AI‑enabled platforms from 6‑foot Spyglass to 150‑foot Marauder perform surveillance, reconnaissance, communications relay, logistics, and strike missions independently or in swarms. Saronic solves the Navy’s need for scalable, low‑cost force multipliers in contested seas by combining modular hardware, open software architecture, and embedded autonomy that integrates with existing fleets, dramatically extending reach while minimizing human risk and cost.

Graph database for querying and analyzing complex relationships in connected data sets

Software for contact centers providing real-time agent coaching and AI-powered conversation analysis

Autonomous vehicle fleet for last-mile delivery of groceries, meals, and packages

Mobile banking app offering checking, savings, lending, and subscriptions to UK consumers

AI system for autonomous robot navigation in unstructured industrial environments

Software delivery tool for automating CI/CD, feature flags, security, and cloud cost management

Perplexity is the AI-native "answer engine" — ask any question, get a concise, fully-cited answer synthesized from across the live web in real time. Founded in 2022 by Aravind Srinivas and team, it has captured the high-intent research queries Google was never built to answer, expanding from search into the Comet browser, enterprise knowledge tools, and autonomous AI agents. Backed by NVIDIA, Jeff Bezos, SoftBank, and Accel, Perplexity is scaling faster than almost any software company in history.

Tool for developers to detect and fix code, container, and cloud vulnerabilities

Mobile app for discovering and booking personalized local events and cultural experiences

Data platform unifying storage, compute, and database for large-scale AI workloads

Mental health care tool for employees with personalized therapy, coaching, and medication support

Tool for analytics engineers to transform, test, and document data in cloud warehouses

Livestream shopping app for collectibles like trading cards, sneakers, and toys

Cybersecurity platform for organizations to identify, monitor, and protect managed, unmanaged, and IoT devices across enterprise environments

Data pipeline software for routing, filtering, and storing enterprise observability and security logs

X (formerly Twitter) is a leading social networking platform transforming how people create, share, and discover ideas globally. The platform provides comprehensive public self-expression and conversation capabilities, while offering innovative advertising solutions through promoted products, follower ads, and platform takeovers. Under Elon Musk's vision, X is evolving into an "everything app" that combines social networking, financial services, and advanced AI capabilities.

Digital identity verification platform enabling users to securely prove and share their identity online

Software for banks and insurers to personalize pricing, underwriting, and product offerings

Autonomous drone network for delivering physical goods

Care model for home-based kidney and heart disease management using clinical teams and tech

Software for solopreneurs to manage clients, contracts, payments, and communications

Cloud-based security system with cameras, access control, sensors, and alarms for enterprises

API and software for tracing crypto transactions and investigating blockchain-based financial crime

Vulcan Elements is building the first fully U.S.-based, vertically integrated rare earth magnet platform at true industrial scale, producing neodymium‑iron‑boron (NdFeB) magnets that sit at the core of advanced weapons systems, AI data centers, EVs, robotics, and aerospace. By onshoring every critical step from rare earth oxides to finished magnets, Vulcan solves one of America’s most dangerous supply-chain vulnerabilities: near‑total dependence on China for the magnets that power modern defense and industrial systems.

OpenAI builds for everyone. Anthropic builds for the enterprise. Cohere builds for the institutions that can't use either. Banks, defense agencies, governments, and regulated Fortune 500 companies cannot send their data to US tech giants — and increasingly, they don't want to. Cohere has spent six years building enterprise-grade AI that is smaller, cheaper, faster, and deployable inside the customer's own infrastructure. As sovereignty becomes the next AI battle, Cohere is the company every government and Fortune 500 CIO is calling.

Databricks is the data and AI operating system for modern enterprises, unifying data lakes, warehouses, operational databases, analytics, and AI/agent workloads in a single cloud‑native platform. It solves the fragmentation between data infrastructure and AI by letting companies store, govern, and analyze all their data in one place, then layer on models, agents, and apps—without stitching together half a dozen tools. With Lakehouse + Lakebase, Mosaic AI, Agent Bricks, and deep model partnerships (including Anthropic’s Claude), Databricks is becoming the default control plane for enterprise data intelligence.

Cybersecurity software for detecting and responding to threats in industrial control systems

Mistral AI is one of Europe’s fastest-growing AI innovators, specializing in customizable, open, and high-performance language models for enterprise, scientific, and industrial use. By democratizing cutting-edge AI, Mistral solves the critical problems of access, control, and efficiency that legacy closed models present empowering organizations to build secure, role-specific copilots and agents at scale, with full compliance and cost-effectiveness.

Neuralink is pioneering the frontier of neurotechnology, developing advanced brain-computer interfaces (BCIs) that directly connect the human brain to digital devices. By restoring autonomy for people with paralysis and neurological disorders and eventually augmenting healthy human cognition, Neuralink solves pressing medical challenges and unlocks new possibilities for human-machine symbiosis.

Stripe is the financial infrastructure layer of the internet, enabling businesses of every size to accept payments, manage billing, and automate financial operations through a single developer platform. The global payments industry is fragmented, slow, and built on legacy rails that cannot support the speed, scale, or programmability that modern commerce demands. Stripe rebuilds this from the ground up and is now expanding well beyond payments into stablecoins, AI-driven commerce, and its own blockchain, positioning itself as the operating system for the entire internet economy.

PsiQuantum is pioneering the next frontier of computing with its mission to build the world’s first commercially viable, fault-tolerant quantum computer. By leveraging photonic qubits and silicon chip manufacturing, PsiQuantum solves critical scalability, cost, and reliability obstacles; unlocking applications from drug discovery to climate modeling, finance, and AI that are intractable for today’s supercomputers.

AI software for automating model development, deployment, and monitoring across enterprise teams

Mobility platform offering ride-hailing, scooter rentals, food and grocery delivery, and car-sharing services

Marketplace matching AI labs with pre-vetted domain experts for RLHF tasks

Prime brokerage platform for institutional investors trading and managing digital asset portfolios

Mercury is a financial-technology company that has become the default operating account for startups — used by more than 300,000 businesses, including roughly one in three U.S. startups and a fast-growing share of AI-native companies. Founded in 2017 by Immad Akhund, Max Tagher, and Jason Zhang, it offers banking, corporate cards, bill pay, spend management, and AI-powered financial tooling in one integrated account, and is now transitioning from a fintech layered on partner banks toward becoming a fully chartered national bank.

Software suite for global companies to manage cards, expenses, and business accounts

Marketplace and rental service for construction equipment with embedded telematics and financing

Hardware-software system for license plate recognition, gunshot detection, and drone surveillance

Software suite for simulating, testing, and deploying autonomous vehicle systems across industries

Dashboard for analyzing foot traffic and consumer behavior in physical locations

Infrastructure software for deploying, managing, and staking blockchain nodes across multiple networks

GPU cloud powered by stranded natural gas for AI training and crypto mining

Marketing software for eCommerce brands to manage reviews, loyalty, SMS, and UGC

Modular housing system for rapid-deployment, factory-built homes like the foldable Casita unit

Cloud-native SASE software unifying network security for distributed enterprise environments

Dashboard for wealth managers to analyze, report, and manage complex investment portfolios

Dashboard software for devops teams to visualize and monitor time-series infrastructure data

Kalshi is the first federally regulated financial exchange for prediction markets — a CFTC-licensed Designated Contract Market (DCM) that lets traders take positions on whether future real-world events will happen. Users trade "event contracts" across economics, politics, sports, crypto, and culture. Founded in 2018 by MIT-trained ex-Goldman/Citadel quant Tarek Mansour and co-founder Luana Lopes Lara, Kalshi is the largest onshore venue for prediction markets, with ~$1.5B annualized revenue.

AI assistant for legal research and document review used by law firms and in-house counsel

Software for automating accounts payable and global supplier payments for enterprises

Software for businesses to securely store, transfer, and manage digital assets

Low-code tool for banks and insurers to extract data from unstructured documents

Scale AI is a cutting-edge startup focused on accelerating the development of AI applications through data-centric infrastructure. By delivering high-quality training and validation data sets, Scale AI effectively enhances and optimizes AI systems—from autonomous vehicles to computer vision. Since its inception in 2016, Scale AI continues to set new standards for precision and reliability in the AI ecosystem.

Marketplace connecting skilled laborers with energy and infrastructure job opportunities

Tool for employees to access earned wages before payday via employer integration

Technology company developing next-generation defense and critical industry technologies

Research tool for analysts to extract insights from financial and market documents

Mobile app for money transfers, banking, investing, credit scores, and insurance in Korea

Fantasy sports app offering season-long drafts and daily pick’em contests for fans

Biotech company using gene editing to revive extinct species and protect endangered ones

Browser-based code editor with real-time collaboration, AI assistance, and one-click deployment

Figma is transforming the design industry by providing a cloud-based platform that enables real-time collaborative design and prototyping. By eliminating the barriers between designers, developers, and stakeholders, Figma solves the fundamental challenge of fragmented design workflows and siloed communication.

Custody and wallet software for institutions managing digital assets securely at scale

Dashboard for analyzing and optimizing enterprise processes using system event data

Tool for generating and editing human-like synthetic voices from text or samples

Game engine, app store, and metaverse hub powering Fortnite and Unreal-based experiences

Cybersecurity service for businesses to outsource managed detection and response operations

Mobile banking app offering checking accounts, savings, and debit cards to consumers

Ecommerce and wholesale retailer for licensed sports apparel, collectibles, and memorabilia

Web-based video editing software with AI tools for creators, marketers, and filmmakers

Digital home insurance tool for homeowners, landlords, and mobile home owners

Software for hiring, paying, and managing global contractors and employees compliantly

Financial software for businesses to send, receive, and manage cross-border payments

API and compute layer for developers to train and deploy open-source AI models

Membership tool for creators to offer exclusive content and perks to paying fans

Gecko Robotics is redefining infrastructure intelligence by deploying advanced robots and AI-driven platforms to inspect, monitor, and modernize the world’s most critical assets. Their technology solves the urgent challenge of aging, inefficient, and high-risk infrastructure by providing real-time, actionable data that dramatically reduces downtime, prevents failures, and extends asset lifespans.

Model hub and collaboration tools for developers building with open-source AI models

Delivery app for convenience store items and groceries from urban dark stores

In-memory data store for caching, real-time analytics, and message brokering across data types

Recycling and remanufacturing system for lithium-ion battery materials like lithium and nickel

Security software for protecting cloud-native applications across code, runtime, and cloud environments

Tool for real-time endpoint management, security, and compliance across enterprise IT environments

Analytics software with search-based interface for business users to query and explore data

Data platform unifying patient records for providers, payers, and life sciences organizations

Ramp is the leading AI-powered financial operations platform for U.S. businesses — replacing the traditional corporate finance stack (cards, expense management, bill payments, procurement, travel, treasury, and accounting) with a single unified system powered by agentic AI. The pitch is simple: companies that switch to Ramp spend 5% less and grow revenue 12% faster year-over-year. The platform powers $100B+ in purchases annually across 50,000+ customers, from family farms to space startups.

Tool for developers to design, test, document, and monitor APIs across their lifecycle

Collaborative database software for building custom workflows without writing code

Protocol for cross-chain messaging between smart contracts on different blockchains

Smart ring for sleep, activity, and temperature tracking with optional health subscription

B2B marketplace and software for food suppliers, grocers, and restaurants

Dashboard for managing and securing multi-cloud networks across enterprise cloud environments

AI scribe software that generates clinical documentation from patient-provider conversations in Epic

Software for fleet operators to manage vehicles, equipment, safety, and fuel spend

Vast Space is leading the next era of human habitation by developing fully private space stations designed for long-term crewed missions, scientific breakthroughs, and commercial opportunities in orbit. By solving the critical gap left by the retirement of the International Space Station, Vast delivers scalable, American-made space habitats that accelerate research, industry, and the future of living and working in space.

Varda Space Industries is the first orbital manufacturing and reentry platform, flying autonomous satellites and capsules that make high‑value materials—starting with pharmaceuticals—in microgravity and bring them back to Earth. It solves gravity‑driven limits on drug crystallization and advanced materials while also providing the U.S. government with a low‑cost hypersonic testbed every time a capsule reenters the atmosphere.

Network and custody software for banks to send and store cross-border digital payments

Marketplace for peer-to-peer daily car rentals from local hosts via mobile app

Mobile banking and credit tool offering installment cards, personal loans, and cash back accounts

Mobile app for weight loss combining tracking, coaching, and GLP-1 prescriptions

Mobile banking app offering checking, savings, investing, and lending for global consumers

Aalo Atomics is building fully modular nuclear plants designed specifically to power modern AI data centers and, eventually, entire cities. Its compact, sodium‑cooled “Aalo Pods” are factory‑built and rapidly assembled on‑site, delivering 50 MWe per plant with the ability to scale to gigawatt‑level campuses. Aalo solves the core problem of AI’s exploding electricity demand—unreliable grids, high prices, and carbon constraints—by providing predictable, low‑cost, 24/7 clean power that can be replicated again and again wherever data centers are built.

Engineering and robotics company developing humanoid robots designed to work alongside humans

AI tool for real-time alerts on emerging risks from public data sources

Unconventional AI is building a new computing substrate purpose‑built for AI: energy‑efficient hardware that uses the underlying physics of silicon—rather than brute‑force digital compute—to run neural networks. It targets the coming energy bottleneck in AI, where model sizes and inference volumes are growing faster than global power capacity and datacenter efficiency improvements. By rethinking computers from first principles, from circuits to algorithms, Unconventional aims to deliver biology‑scale efficiency for AI workloads and unlock orders‑of‑magnitude more compute without orders‑of‑magnitude more energy.

Marketplace for buying and selling secondhand fashion and lifestyle items across Europe

Customer service software with AI chatbot, help desk, and agent assist tools

Security software for protecting mobile devices and cloud data across enterprise environments

Containerization tool for developers to build, share, and run applications in isolation

Doctors search PubMed. Doctors call colleagues. Doctors guess. Until now, those were the tools. OpenEvidence replaces them. Founded in 2022 by Daniel Nadler (previously built and sold Kensho to S&P Global for ~$700M), OpenEvidence is the most widely used AI platform by U.S. physicians — used more than all other AI tools for doctors combined. CEO Daniel Nadler: "This is the day medical AI reached escape velocity."

Wearable device and app tracking recovery, strain, and sleep for performance optimization

Column-oriented database for real-time SQL analytics on large-scale datasets

Tool for sales teams to find leads and run outbound email campaigns

Cloud-native software suite for automotive dealerships to manage sales, service, and operations

Suite of no-code and AutoML tools for building and deploying enterprise AI models

Olipop is a revolutionary beverage company offering prebiotic-rich sodas that combine the nostalgic taste of traditional soda with scientifically-backed digestive health benefits. With only 35 calories, minimal sugar, and 9g of prebiotic fiber per can, Olipop provides a healthier alternative to sugary soft drinks, addressing the growing demand for functional beverages that promote gut health and overall wellness.

Barcode is the first plant-based performance drink trusted by professional athletes and designed for optimal hydration and recovery. As the official performance drink of the Brooklyn Nets, Miami Heat, and San Antonio Spurs, Barcode combines functional ingredients like Vitamin D, magnesium, and adaptogens with a clean-label approach, addressing the need for modern, healthier sports beverages.

Software for discovering, classifying, and securing sensitive data across cloud and on-prem systems

AMI Labs (Advanced Machine Intelligence) is an AI research and product company building “world models” – AI systems that learn from video, sensors, and real‑world interaction, not just text. It targets the core limitation of today’s LLMs: they talk about the world but don’t actually understand physics, space, or causality, which caps their usefulness in robotics, embodied agents, and complex decision‑making. By training JEPA‑based world models that can reason about environments, objects, and plans, AMI aims to power the next generation of agentic systems, robotics, transport, and on‑device AI. This is a concentrated bet on the “post‑LLM” layer of AI infrastructure, led by one of the field’s most influential scientists.

Software suite using AI and quantum tech for drug discovery, cybersecurity, and navigation

Space infrastructure company offering private astronaut missions and building a commercial space station

Erebor is a federally chartered, digital-first national bank built for the customers traditional banks underserve — AI, defense, crypto, and venture-backed startups. Founded by Palmer Luckey (Oculus, Anduril) and backed by Founders Fund, it holds the first new national bank charter granted under the current administration.

Designs and sells AI accelerator hardware, workstations, servers, and an open-source ML compiler and software stack

Blockchain developer platform providing APIs, node infrastructure, real-time and historical onchain data, and developer tooling

Dashboard for B2B sales and marketing teams to identify and engage high-intent accounts

AI tool for manufacturers to predict and prevent industrial machine failures, improve performance, and optimize processes

SaaS tool for enterprise data backup, disaster recovery, and compliance across environments

API for embedding U.S. securities trading into consumer and fintech apps

OpenAI is the frontier AI platform behind GPT‑5, ChatGPT, and the new Frontier enterprise agent stack, used by hundreds of millions of people and over a million businesses worldwide. It turns cutting‑edge research in reasoning, code, and agents into practical infrastructure—APIs, apps, and “AI co‑workers”—that enterprises can plug straight into their workflows. In 2026, OpenAI is shifting from pure innovation to “practical adoption,” scaling from a breakthrough technology story into one of the most important revenue‑generating platforms in software and cloud.

Discord is a next-generation digital communication platform that unites people across text, voice, and video in communities spanning gaming, education, entertainment, and business. With customizable servers and real-time connectivity, Discord solves the fragmentation between social, work, and media environments—empowering millions of creators, developers, and brands to build meaningful interactions seamlessly.

Marketplace for buying, selling, and creating NFTs across multiple blockchain networks

AI platform enabling robots to learn and perform complex tasks across various environments

Password manager for individuals and teams to store, share, and autofill sensitive credentials

API and dashboard for businesses to accept and manage global payments and accounts

Super app offering on-demand delivery, e-commerce, travel and payments across Latin America

Hardware-software stack for running and scaling enterprise generative AI workloads

Plaid is the powerhouse fintech revolutionizing the industry by seamlessly connecting cutting-edge apps with users' bank accounts. Through its game-changing unified API, Plaid shatters the barriers of fragmented financial infrastructure, empowering developers to create groundbreaking products.

Waymo is revolutionizing transportation through its cutting-edge autonomous driving technology, developing the world's most trusted self-driving system. Through its Waymo Driver platform, the company is solving the critical challenges of road safety and accessibility, transforming how people and goods move. By combining advanced AI, robotics, and sensor technology, Waymo is making transportation safer, more efficient, and accessible to everyone.

Canva is a revolutionary design platform democratizing creativity for millions worldwide. It empowers users to effortlessly create stunning visuals for any purpose, from social media posts to business presentations. By offering an intuitive interface and a vast library of templates, Canva eliminates the complexity of professional design, making it accessible to everyone regardless of their skill level.

Rippling is a groundbreaking workforce management platform that seamlessly integrates HR, IT, and finance operations into a unified system. By leveraging employee data as its core foundation, Rippling eliminates the fragmentation of multiple disconnected systems, streamlining workflows across departments and supercharging business efficiency. This innovative approach tackles the pervasive challenge of maintaining data consistency across various business applications, significantly reducing manual work and potential errors.

Anthropic is an AI safety and research company that is working to build reliable, interpretable, and steerable AI systems.

Goodfin's QSBS-certified fund gives you access to top venture and Y Combinator-backed startups — with every company certified for Section 1202 eligibility, unlocking 0% federal capital gains tax and a $15M+ tax-free exclusion per taxpayer per investment.

Every AI company is hitting the same wall: there isn't enough power, water, or land to build the data centres they need. Power grids are saturated. Water for cooling is scarce. Permitting takes years. Panthalassa spent the last decade building the answer — autonomous floating computing nodes that generate their own electricity from ocean waves, cool themselves with seawater, and run AI inference at sea. As Peter Thiel said when leading the round: "Extra-terrestrial solutions are no longer science fiction." In Panthalassa's case, the solution is offshore.

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Developer of endovascular brain-computer interfaces enabling patients with paralysis to control devices using their thoughts

Platform for issuing, managing, and trading tokenized real-world assets on blockchain

Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, is pioneering customizable AI systems that bridge advanced capabilities with real-world usability. The company addresses the critical gaps in today’s AI landscape—opaque models, limited adaptability, and misalignment with user needs—by developing transparent, collaborative AI tailored for industries like healthcare, finance, and education.

Cursor AI is an advanced AI-powered code editor that revolutionizes software development by providing real-time AI assistance for coding tasks. Developed by Anysphere, Cursor seamlessly integrates with Visual Studio Code to offer intelligent features for writing, editing, debugging, and automating code. By dramatically enhancing developer productivity through context-aware AI, Cursor transforms regular programmers into highly efficient developers, solving the critical challenge of coding efficiency in today's fast-paced tech environment.

Firestorm Labs is a San Diego–based defense tech company building 3D-printed, modular unmanned aerial systems (UAS) for U.S. and allied forces. Their signature innovation is xCell — a containerized "factory-in-a-box" that lets the military manufacture drones directly at the point of need (the edge of a battlefield, a forward operating base, a remote island), solving one of the hardest problems in modern warfare: contested supply chains. Their flagship drone, the Tempest, 3D-prints in under 9 hours, has flown in Ukraine, and is transitioning from low-rate to full-scale production. Founded in 2022 by CEO Dan Magy (founder of Citadel Defense, acquired by BlueHalo in 2021), CTO Ian Muceus (ex-Origin/Stratasys), and CGO Chad McCoy (23-year USAF Pararescueman).

Lambda is the "Superintelligence Cloud" — an AI-focused cloud provider founded in 2012 that rents NVIDIA GPU compute to the enterprises, research labs, and hyperscalers building today's largest AI models. Serving over 200,000 developers, it specializes in the high-density, AI-native slice of cloud infrastructure: liquid-cooled "AI factories" purpose-built for training and inference.

Cerebras Systems is an AI compute company that builds wafer‑scale chips and turnkey supercomputers designed to train and run the largest AI models faster, with far less complexity, than GPU clusters. Its CS systems and Condor Galaxy supercomputers eliminate the pain of distributed training—no sharding, no complex parallelism—so customers can focus on models instead of orchestration. In 2026, Cerebras is emerging as a clear alternative to Nvidia in the frontier‑model era, backed by fresh billion‑dollar capital, exaFLOP‑scale deployments, and a multi‑year, multi‑billion agreement with OpenAI.

Developers write code. Copilots autocomplete it. Agentic tools handle tasks for 30 minutes. None of them touch the real problem — until Blitzy. Founded in 2023 by Brian Elliott, a serial entrepreneur and former Army Ranger, and Sid Pardeshi, an NVIDIA Master Inventor with over 27 patents in neural networks and AI, Blitzy is the first autonomous software development platform purpose-built for the enterprise.

Developer of AI models and learning algorithms to power robots and physically-actuated devices

Logistics system combining autonomous electric trucks, smart charging, and AI fleet management software

Armada is a full-stack edge AI infrastructure company delivering compute, storage, connectivity, and AI/ML capabilities to mission-critical environments where traditional cloud infrastructure can't reach — defense deployments, offshore oil rigs, remote mines, disaster zones, and disconnected industrial sites. The core product stack is two-sided: hardware (the Galleon family of ruggedized modular data centers, plus the new megawatt-scale Leviathan) and software (the Armada Edge Platform — Atlas OS for device management, Bridge for GPU-as-a-Service orchestration, Marketplace for edge applications). The model is capital-light: most customers bring their own GPUs; Armada is the platform.

Software for enterprise data backup, recovery, and security across hybrid cloud environments

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Vaporizer and nicotine pod system for adult smokers replacing combustible cigarettes

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Positron builds energy-efficient chips for AI inference — the side of AI compute where trained models actually run, and where spend is now overtaking training itself. Founded in 2023 in Reno, Nevada, its "memory-first" architecture attacks the real bottleneck in modern AI — memory and power — as a drop-in for Nvidia-centric stacks. Its Atlas systems are already shipping, making Positron one of the fastest-commercializing silicon companies ever.

Software has LLMs. Robotics has motion models. Physical industries have spreadsheets. The tools didn't keep up with the physical world — until Project Prometheus. Founded in November 2025 by Jeff Bezos and Vik Bajaj (former director at Google X, Co-founder of Foresite Labs), Prometheus is building AI for the physical economy — systems that don't just process text but understand the laws of physics governing engineering, manufacturing, aerospace, robotics, semiconductor production, and drug discovery.

Software for legal and business teams to create, manage, and analyze digital contracts