Scottish Widows is backing UK quantum startups with a new venture fund. Early signal: as quantum hardware advances, opportunities emerge in benchmarking, error correction, workflow integration & quantum-classical software. #Quantum#DeepTech#Startups
https://t.co/uPuoesBbd9
Boston Dynamics redesigned Stretch using 100,000+ hours of operating data. Founder insight: installed robots create a valuable software market for predictive maintenance, uptime analytics and workflow optimization. #Robotics#Logistics#Startups
https://t.co/K1tZOTdwKC
Today we announce Gemini Robotics 2.5, our new foundation model and the first that was strongly accelerated by Gemini 4 Argon.
It is not a secret that we are pushing on recursive self-improvement (RSI), and in robotics it's paying off already.
Gemini 4 Argon accelerated and improved all aspects of the model development: from generating and curating data, to analysing evals, up to proposing, testing and integrating models improvements.
All of these measurably improved final performance (including the demo you can try at CoRL, come say hi!).
We believe this is the next chapter for robotics (and AI) and are excited to accelerate more.
Nyquis raised $6.3M to monitor power lines with granular sensor data. The opportunity: software that turns fragmented utility data into predictive maintenance, fault detection and additional grid capacity. #EnergyTech#AI#Startups
https://t.co/YeqXvahGm0
Zipline just raised $1.5B at a $21.5B valuation to expand autonomous delivery. As drone networks scale, startups can build software for dispatch, fleet maintenance, delivery analytics and airspace coordination. #Drones#Logistics#Startups
https://t.co/cay8KHjNdv
Vancouver, WA's Powerlattice raised $86M to reduce AI processor power consumption. As energy becomes a computing bottleneck, startups can build software to measure, predict and optimize power use across AI infrastructure. #AI#EnergyTech#Startups
https://t.co/mSP8fezz3S
Bedrock Robotics raised $600M to automate construction equipment. The second-order opportunity: software that coordinates autonomous machines, tracks job-site progress and integrates robotic work with human crews. #Robotics#ConstructionTech#Startups
https://t.co/MZYGhAFn0p
Northwood Space raised $375M to build shared ground infrastructure for satellites. The opportunity: software that schedules satellite communications, manages data transfers and coordinates increasingly crowded orbital networks. #SpaceTech#SaaS#Startups
https://t.co/xbqs5K1eW2
Sentra just raised $150M to police AI agents' access to sensitive company data. As agents gain autonomy, startups can build tools that monitor permissions, explain actions and prevent data leaks. #AI#Cybersecurity#Startupsa
https://t.co/mjnTTLTceM
ASI raised $325M at a $3B valuation for AI that forecasts disruptions across power grids, air traffic and military operations. Opportunity: specialized simulation software for industries where failures are expensive. #AI#Simulation#Startups
https://t.co/mfqCrXvnMg
OpenAI just acquired Orchestra Bio, whose AI agents help pharmaceutical teams track studies, timelines and delays. The opportunity: specialized software that turns scientific findings into coordinated, auditable workflows. #AI#Biotech#Startups
https://t.co/eH1KHnveV4
Cohere to acquire Aisle, an AI security startup that found more than 500 software bugs in its 1st yr. Early signal: automated vulnerability discovery is becoming a core capability. #Cybersecurity#AI#Startups
https://t.co/5BOd0alKEY
Marc Andreessen says the gap between what AI-native startups and incumbents think AI can do is the widest he’s ever seen:
"The AI-native early stage startups have just a completely different view on what they can do with AI than the typical incumbents in almost any industry, almost without exception."
"AI is just racing ahead in capability even week by week... There are going to be a lot of industries that are really up for grabs in a fundamentally more profound way than maybe has been the case in the past."
"The founders are gonna have a level of superpowers coming from the use of these tools and these technologies that they just simply haven't had in the past... Had I had Astra and Netscape in 1994, like, oh my God. Like, Ben, what would you and I have been able to do at Netscape?"
"Those entrepreneurs are gonna color way outside the lines. We already see this. They're not gonna think of themselves as like, 'I'm just a software company,' or, 'I'm just a hardware company,' or even, 'I'm just an AI company.'"
@pmarca@bhorowitz
Elon Musk on Optimus:
“I remain convinced that Optimus will be the biggest product on earth and humanoid robots in general will be the biggest product on earth. There is no one that is even close to Tesla with respect to a general purpose humanoid robot.
We’ve started like what I’d call early production on our high volume line in Fremont. Now I want to elaborate on this point because and I’ve said this before that the growth of Optimus, it’s an S-curve but the initial part of the S-curve has a shallow slope and is somewhat bumpy because it is such a radically new product.
So the way to think about it is there’s like 10,000 things that have to go right for production of the robot and it’ll move as fast as the slowest least likely of the 10,000. But we do have the vast majority of a million unit production line landed in Fremont right now.”
OpenAI just acquired Orchestra Bio, whose AI agents help pharmaceutical teams track studies, timelines and delays. The opportunity: specialized software that turns scientific findings into coordinated, auditable workflows. #AI#Biotech#Startups
https://t.co/mfqCrXvVBO