Initialized Capital

We set the standard in seed.
Early investors in @Coinbase, @Instacart, @Rippling, @Flexport, @Flock_Safety + more — $3B+ AUM, $200B+ in company valuations.

[Flock @Flock_Safety]

Introducing LPR Pro, the most advanced LPR we've ever built.

Thousands of agencies across the country already rely on Flock LPR to detect and respond. LPR Pro is what comes next, built for the investigations that don't stop at a single hit, cross jurisdictions, involve multiple vehicles, and demand more than standard tools can deliver.

Be among the first to get it. Join the waitlist:
https://t.co/zPWJlrJp9P

[shreya @shreyamurthy]

huge news: you can now sell tickets on partiful 🎟️

[WIRED @WIRED]

In the social event planner’s first major move toward monetization, Partiful is getting ticketing directly in the app. https://t.co/GblNu4UEDq

[Serve Robotics @ServeRobotics]

We’re delivering more than just dinner now.

Through an L.A. pilot with NoScrubs, laundry delivery marks our first expansion beyond restaurants, and powered by the same fleet and platform we’re operating today.

More: https://t.co/WWPdfxLx3Q

[Confidential AI @Confi_AI]

Teams in finance, healthcare, and working on privacy-sensitive tasks with AI get stuck with clunky on-prem workarounds.

Why? Because the only thing protecting their data in a cloud is a legal agreement. That’s not enough.

We're fixing that today with Confidential Agents. 🧵

[Ben Schleuniger @BenSchleuniger]

"Develop technologies that enable order of magnitude improvement in on-orbit mobility" is the new #1 priority for SPACECOM.🥇

@OrbitalOps_ core technology is to do exactly this with our Astraeus platform, 10-100x the maneuverability of current vehicles.

https://t.co/RVhsKO5Trn

[Datadog Developers @datadogdevs]

CEO of @greptile, @dakshgup is speaking at DASH 💯

In the CEO panel, that includes @zachlloydtweets (CEO @ @warpdotdev) and Jay V (@opencode), they will discuss if coding agents are reviewing PRs, debugging issues, writing code, and executing tasks across your stack, what does that mean for the future of software engineering?

Grab you $49 DASH Builder ticket (made for those that ship): https://t.co/cKCDzRVw07

June 9 in NYC. Datadog

[Initialized Capital @Initialized]

Full High Bit episode with @zanemountcastle: https://t.co/OnYJTf1yEg

[Initialized Capital @Initialized]

The military has been trying to solve the integration problem for decades - hundreds of systems from dozens of vendors making drones, missiles, sensors and more, all needing to work together within milliseconds. Every new system added makes it exponentially more complex.

GPS-denied environments, decades-old hardware, adversaries trying to trick your sensors. That's what @Picogrid is operating in. They built the infrastructure layer that makes it all work in hours, and what used to take six to twelve months gets done over a weekend.

They just announced their $45M Series A led by @BessemerVP. Honored to participate and we're proud to have led the Seed.

They're already deployed around the world on contract with the Pentagon, NATO, and multiple allied nations.

For more, check out the full High Bit episode with @zanemountcastle and @brettdg. ⬇️

[Initialized Capital @Initialized]

Congrats @zanemountcastle and @Picogrid! Building "the future of the physical world."

[Zane Mountcastle @zanemountcastle]

1/ I'm excited to announce that @Picogrid closed a $45M Series A, led by @BessemerVP.

We're building the open infrastructure layer for the military's growing arsenal of sensors, drones, autonomous systems, AI agents, and C2 software.

[jackson @jacksondenka]

Trading is now the largest arena for competition on the internet.

The best traders are more than just market participants, they are names that inspire.

First Movers is a group of elite operators with a proven track history of success in uncertain conditions.

The next name the world should be inspired by is yours.

Build your legacy on Azura.

[Initialized Capital @Initialized]

“Moving toward a more rigorous understanding of which companies are actually on a viable path to deployment.”

Deepnight @Flock_Safety @PicogridInc @trmlabs

[Silicon Valley Defense Group @SVDG_official]

SVDG & @JPMorgan’s 2026 NatSec100 report is now live! A thread (1/13)

This year’s report reflects a defense ecosystem that’s matured from early experimentation to real-world adoption.

SVDG believes that too much of the signal still comes from proxies like fundraising, valuation, branding, media attention, etc. While those indicators, in many ways, have helped catalyze the ecosystem, they’re incomplete in a market where adoption can now be observed with greater fidelity.

Defense is uniquely difficult to evaluate – sales cycles are long and uneven & there’s no clean equivalent of ARR like most venture categories. There is no silver bullet for evaluating the operational impact of national security companies, and we do not pretend this report solves that challenge. But when outcomes in this sector shape national security, human life, and the preservation of democratic values, improving the signal set is extremely important.

For the first time (in partnership with @Pryzm_Dynamics), this year’s NatSec100 incorporates gov contracting data alongside traditional indicators. We also raised the bar for inclusion: eligible companies must have secured at least one US government contract as of December 31, 2025.

The goal is not to discount capital or narrative, but to move toward a more rigorous understanding of which companies are actually on a viable path to deployment.

Full 2026 NatSec100 report here: https://t.co/5LaQWYTIk7

Some key findings below:

[Partiful @partiful]

we may or may not be throwing a party next week…

drop a reply if you want an invite 👀

[Picogrid @Picogrid]

Picogrid is proud to be selected for @SVDG_official NatSec100, a ranking of the top 100 VC-backed defense tech companies.

Read more: https://t.co/1vnmUOe3qO

[Basalt @basaltspace]

BTS: BSLT-3 in orbit, CAS500-2 launch, Basalt SF Ground Station in full operation. Stay tuned!🛰️📡

#yc #ycombinator #spacex #rocketlaunch #space

[Ghita @ghita__ha]

Thank you @garrytan 🙏

None of this happens without @ycombinator believing in us early

Insanely proud of this team!
6 people shipping like 60 @ZeroEntropy_AI

[Ivan Lee @ivanatdatasaur]

OpenAI's Deployment Company. Anthropic + Goldman Sachs. Both pitch enterprise AI "support" — both lock you into one model.
We just launched Forge: private, model-agnostic. Data stays yours. Workflows don't train their next GPT. Own the stack.

https://t.co/BzI1gQut73

[Initialized Capital @Initialized]

Full High Bit episode with Deepnight: https://t.co/E7ALNGJU33

Read more from SOF Week: https://t.co/PlFam97OEy

[Initialized Capital @Initialized]

Night vision gear has worked the same way since World War II.

Lucas Young, cofounder and CEO of Deepnight, visited High Bit and explained how they built an AI that recovers what's actually there in the dark, why generative AI can't do this, and why he's certain this is how soldiers will see in the dark.

Recently the US Army and Air Force have been testing it on drones, helmets, and handheld devices. Deepnight's goal is to make night vision accessible for every platform in the military. (link below)

Check out the full episode with Lucas ⬇️