Michael Robinson

Partner & Head of Investment Team @craft_ventures

AI, Infra, Cyber, Hard Tech

[Michael Robinson @Michael_Robinsn]

More on our partnership: https://t.co/L7tuONo5au

[Michael Robinson @Michael_Robinsn]

We’ve all been there. Sitting on the tarmac, flight delayed… 🤨

The world’s most critical infrastructure has outgrown the software that runs it.

@pbuckendorf is building the AI-powered nervous system to change that.

[Michael Robinson @Michael_Robinsn]

The ambition is enormous. Congrats to @pbuckendorf and the entire @AirSpaceIntel team on the $325M Series C!

Very grateful to be working with you!

[bill lee @billlee]

$500B-$1T ARR by EOY 2027… let that sink in. $spcx 😆🚀💦🇺🇸

[Michael Robinson @Michael_Robinsn]

@kaorixbt Impressive, will be 100x this very quickly

[Michael Robinson @Michael_Robinsn]

@david_zhang_sf @david_zhang_sf - big move, would be epic

[Michael Robinson @Michael_Robinsn]

@ibab @ibab - bright future

[Michael Robinson @Michael_Robinsn]

@kiwicopple - betting @Supabase > @Oracle in 2027.

🔥

[Paul Copplestone - e/postgres @kiwicopple]

the @StackOverflow Survey 2026 is out

Postgres remains the #1 database
→ used by 58% of respondents
→ up from by 56% last year

@supabase is now at #11
→ 2023: 2.8%
→ 2024: 4%
→ 2025: 6%
→ 2026: 8%

[Michael Robinson @Michael_Robinsn]

@NoetiveAI @Amirfrenkel @DanBarak Why we invested: https://t.co/OJNt3vL4W0

[Michael Robinson @Michael_Robinsn]

AI has transformed the digital world. The physical economy is next.

@NoetiveAI has a big vision: build self-improving AI for factories, warehouses, fleets and plants.

@Amirfrenkel and @DanBarak are an exceptional pair to build it. Early results are game changing.

Amir’s post today goes much deeper on what they’re building and some of the early results.

Grateful to be along for the ride with these legends...more on our partnership below

[Amir frenkel @Amirfrenkel]

@NoetiveAI research blogpost ... building Intelligence for the physical economy​​​​‌‍​‍​‍‌‍‌​‍‌‍‍‌‌‍‌‌‍‍‌‌‍‍​‍​‍​‍‍​‍​‍‌​‌‍​‌‌‍‍‌‍‍‌‌‌​‌‍‌​‍‍‌‍‍‌‌‍​‍​‍​‍​​‍​‍‌‍‍​‌​‍‌‍‌‌‌‍‌‍​‍​‍​‍‍​‍​‍​‍‌​‌‌​‌‌‌‌‍‌​‌‍‍‌‌‍​‍‌‍‍‌‌‍‍‌‌​‌‍‌‌‌‍‍‌‌​​‍‌‍‌‌‌‍‌​‌‍‍‌‌‌​​‍‌‍‌‌‍‌‍‌​‌‍‌‌​‌‌​​‌​‍‌‍‌‌‌​‌‍‌‌‌‍‍‌‌​‌‍​‌‌‌​‌‍‍‌‌‍‌‍‍​‍‌‍‍‌‌‍‌​​‌‌‍​‍‌‌‌‌‍‍‌‌‍​‌‍‌​‌‍‍‌‌‍‍‌‍‌​‍‌‌‍‍‌‌‍‍‌‌​‌‍‌‌‌‍​‌‍​‌‍‍‌‌‍‌‌‍‌‌‌‍‍‌‍​‌‍‌‌​‍‌‌‍‌‍‌‍‌​‍​‍‌‌‌​‌‍‍​‌‍‌‌​‍‌‌​​‌‍‍​‌‍‌‌​‌‍‍‌‌‍​‌‍​‌‌‍​​‍‌‌‍‌‌‌‍​‌‍‌‍‍‌‍‌‍‌‌‍‌​‍‌‌​‌‍‌‌​​‌‍‌‌​‌‌‍​‍‌‍​‌‍‌‍‌​‍‌​​‌‍​‌‌‌​‌‍‍​​‌‌‌​‌‍‍‌‌‌​‌‍​‌‍‌‌​‌‍​‍‌‍​‌‌​‌‍‌‌‌‌‌‌‌​‍‌‍​​‌​‍‌‌​​‍‌​‌‍‌​‌‌​‌‌‌‌‍‌​‌‍‍‌‌‍​‍‌‍‌‍‍‌‌‍‌​​‌‌‍​‍‌‌‌‌‍‍‌‌‍​‌‍‌​‌‍‍‌‌‍‍‌‍‌​‍‌‌‍‍‌‌‍‍‌‌​‌‍‌‌‌‍​‌‍​‌‍‍‌‌‍‌‌‍‌‌‌‍‍‌‍​‌‍‌‌​‍‌‌‍‌‍‌‍‌​‍​‍‌‌‌​‌‍‍​‌‍‌‌​‍‌‌​​‌‍‍​‌‍‌‌​‌‍‍‌‌‍​‌‍​‌‌‍​​‍‌‌‍‌‌‌‍​‌‍‌‍‍‌‍‌‍‌‌‍‌​‍‌‍‌‌​‌‍‌‌​​‌‍‌‌​‌‌‍​‍‌‍​‌‍‌‍‌​‍‌‍‌​​‌‍​‌‌‌​‌‍‍​​‌‌‌​‌‍‍‌‌‌​‌‍​‌‍‌‌​‍​‍‌‌ with recursive self-improvement (RSI)

[Michael Robinson @Michael_Robinsn]

Unreal these got made

@kiwicopple @AntWilson @supabase

[Ant from Supabase @AntWilson]

Actually unreal that we got to chat to the Woz

[Michael Robinson @Michael_Robinsn]

@cpenned Brought it to select. Power move.

[Michael Ludden @Michael_Ludden]

Unbelievably great lineup at @craft_ventures's un_prompted event yesterday 🔥

s/o @aaronjcort, @Michael_Robinsn,
@DavidSacks & the team there 👏👏👏

[Michael Robinson @Michael_Robinsn]

Big moment! @supabase takes the default backend for the AI era to another level with @tursodatabase acquisition.

Agents spin up a lot of databases, most of them tiny and gone in a day. @tursodatabase gives each one its own, instantly, without a machine behind it.

Scaling to millions just became scaling to billions.

Huge @kiwicopple @AntWilson @glcst !

[Glauber Costa @glcst]

I am delighted to announce that we have signed a deal with the nicest person I have met in my life, @kiwicopple , to join one of the fastest growing rocket ships I have seen in my infra career, @supabase.

Turso and Supabase fit perfectly together. Our cultures are similar, our obsession for developers is similar, and we're both committed to building the future of agentic databases together.

It is a happy day!

[Michael Robinson @Michael_Robinsn]

A legendary 2 years working with @AntWilson and the @supabase team.

From 1 million to 12 million+ developers and the curve keeps getting steeper.

Great to unpack the journey with @AntWilson at Craft's #unprompted2026 this morning.

Fired up for https://t.co/FFCZ32inb4 tomorrow.

[Craft Ventures @craft_ventures]

From "The next million AI companies" at #unprompted2026 @AntWilson (@supabase) with @Michael_Robinsn:

"This idea of time to value, or time to the first wow moment, was something we really tried to optimize for. Getting someone to try your thing is really difficult. And then getting them to love it is even harder. So you just need to bring that moment as close as possible. And we got it down to 40 seconds in the first few weeks. I'm on the website, I'm making a first query, and I think now it's probably even less if you speedrun it. You can do it with an agent, like 3 seconds."

[Michael Robinson @Michael_Robinsn]

Credit where it’s due: @MavrookasD and the @Saronic team just broke ground on a $3B yard! Absolutely epic.

[JD Vance @JDVance]

Rebuilding the American Dream starts with ensuring that American jobs go to our great American citizens.

I was proud to join @GregAbbott_TX and the Saronic team this morning for the groundbreaking ceremony of Port Alpha, where the next generation of American shipbuilding will be made by American hands.

Thanks to President Donald Trump, American manufacturing is back and stronger than ever before!