delian
@zebulgar
space drugs and arms @vardaspace | village idiot/partner @foundersfund
Excited to announce that we've raised a $187m Series C!! Plenty of fuel to continue accomplishing our mission To expand the economic bounds of humankind You'll know we've gotten there when you look up at the night sky & see Varda laboratories in orbit the size of cities
Today we’re announcing two pieces of news: 1) We raised $187 million Series C led by @NatCapCentral and @ShrugCap. 2) We’re expanding into a new lab space to begin work on biologics. Soon, space reentry will be ordinary and drugs made in orbit will be part of everyday care.
~10 yrs ago it felt like Silicon Valley had this really vibrant seed fund ecosystem, that felt just as important as the multi-stage venture firms Now, that feels totally dead Partially because a whole generation of top-tier companies just completely skipped that step in raising
RE-BREAKING: Hadrian Raises $260M Series C Led by Delian Asparouhov of Founders Fund, & Lux Capital, alongside a factory expansion loan facility from Morgan Stanley This brings Hadrian’s total funding to ~$500M since founding in 2020 CEO Chris Power (@2112Power) returns to…
Hadrian is announcing a $260m Series C lead by @foundersfund + @Lux_Capital + @MorganStanley for (Factory Expansion financing). We're also welcoming new investors @altimeter, @1789Capital + investments from existing investors @a16z, @constructcap, @137ventures and many others.…
In the last 5 days it's been - $187m Varda Series C - Annoucing HVF x All-In Trump speech - Leading $260m Hadrian Series C What a last few days!
We asked @zebulgar (Co-Founder, @VardaSpace) about sovereign AI strategies in Europe and whether Apple acquiring Mistral ever made sense. “Mistral was supposed to be an OpenAI competitor. Now it’s basically the French Palantir, doing AI integration work inside Airbus, LVMH,…
imagine trying to compete with this lineup and this is just a random thursday cc @tbpn @johncoogan @jordihays

Excited to co-lead Hadrian's $260m Series C & join the board We originally led Chris' seed round in early '21 when no one was talking about the need for automated factories Now in 2025, defense re-industrialization is the consensus topic & Hadrian is THE manufacturing platform!
Hadrian is announcing a $260m Series C lead by @foundersfund + @Lux_Capital + @MorganStanley for (Factory Expansion financing). We're also welcoming new investors @altimeter, @1789Capital + investments from existing investors @a16z, @constructcap, @137ventures and many others.…
Hadrian is announcing a $260m Series C lead by @foundersfund + @Lux_Capital + @MorganStanley for (Factory Expansion financing). We're also welcoming new investors @altimeter, @1789Capital + investments from existing investors @a16z, @constructcap, @137ventures and many others.…
I admit I find the proliferation of GLP-1s somewhat demonic We blast ourselves with stimuli, and so have have these insatiable desires And then we use these medications to neuter our compulsions Are you human on the other side? O Tempora, O Mores! Oh Cicero, Oh Cicero
I’ve learned more about venture from Brian than any other single person. I can’t think of a better fit for him than mentoring solo GPs and taking large high conviction bets alongside them - which is the way he worked with me every single day, pushing me to go "all in" when I…
The secret is out. We’re officially teaming up with @eightsleep, the sleep system that powers our performance on and off the mic.
Hill & Valley x All-In are hosting President @realDonaldTrump next week in DC for a day-long AI policy event He will be giving a keynote speech on how AI will be delivering growth, jobs, and prosperity for our great nation!!

ahem
Sounds like China based Moonshot has raised over a $1b. Are there any English profiles of this company? Do we now know of 5 deep pocketed open source AI model companies in China?
See the thing with being a a "part time" news network or podcast Is that you miss the biggest news of the day Versus TBPN got Jeff @ Windsurf and Scott @ Cognition hours after the announcement
"Yeah, this is a real acquisition." - @jeffwsurf (CEO of @windsurf_ai) "After talking to @ScottWu46 and the @cognition_labs team, it was done in my mind." "Cognition was probably the only other team that we thought was smarter than our team."
"Yeah, this is a real acquisition." - @jeffwsurf (CEO of @windsurf_ai) "After talking to @ScottWu46 and the @cognition_labs team, it was done in my mind." "Cognition was probably the only other team that we thought was smarter than our team."
The 4-part deep dive on @foundersfund by @thegeneralistco is an exceptional read. Highly highly recommend. But the best quote by far goes to @zebulgar: "My Twitter filters away uncourageous communists, and it turns out uncourageous communists don’t typically generate returns.”
soyboy vs gigachad
It’s a privilege to welcome Windsurf to Cognition. Here are more details in the note I sent to our Cognition team this morning: Team, As discussed during our all-hands, we are acquiring Windsurf. We have now signed a definitive agreement and we couldn’t be more excited. Here’s…
This 100% The Windsurf founders & Google thought they could pull a fast one & that the broader community/Windsurf employees are somehow retarded enough to not catch on that their "leave the shell co w/ cash" plan Was obviously totally morally bankrupt, everyone will remember!!
I mean if you leave someone for dead but someone else calls in a helicopter that doesn't real change your moral positioning in the situation
In a world of fake acquisitions by the Mag 7 that break the fundamental social contract of the Valley & are lame as fuck Cognition is doing the RIGHT & SMART thing by taking over Windsurf, treating the employees right AND now you have the best AI-coding team all in one place!!
Cognition has signed a definitive agreement to acquire Windsurf. The acquisition includes Windsurf’s IP, product, trademark and brand, and strong business. Above all, it includes Windsurf’s world-class people, whom we’re privileged to welcome to our team. We are also honoring…
Cognition has signed a definitive agreement to acquire Windsurf. The acquisition includes Windsurf’s IP, product, trademark and brand, and strong business. Above all, it includes Windsurf’s world-class people, whom we’re privileged to welcome to our team. We are also honoring…
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