SGH

Capital That Makes Sense. Tactical technology investor in the US, Europe and beyond. Leading AI- powered Venture Capital. X-Alpha.

[SGH @SGHCAPITAL]

We just invested in Valar Atomics - which raised nearly as much in a series A extension. https://t.co/JG77tReGUE

[Alexandre Azoulay @azoulay_eth]

One more unicorn to our seed stack - congrats @TRM -Citi, Goldman back TRM Labs in $70 million Series C round at $1 billion valuation - Ledger Insights - blockchain for enterprise https://t.co/DptEsAVflG

[SGH @SGHCAPITAL]

We just completed our first investment in Harmattan AI (series A) to support nextgen autonomous defense systems in Europe, alongside Dassault !
https://t.co/bO0qnrs6Fh
Beyond Defense @SGH, 2026 will be the breakout year for SMR (Nuke), Crispr x Longevity and Robotics.

[Dustin @r0ck3t23]

Alex Karp just said what every other tech CEO is terrified to admit: the world doesn’t split three ways. It splits two. And second place is extinction.

Europe watches. Everyone else becomes a customer. The fight is binary. America or China. One owns the future’s operating system. The other lives inside it, powerless.

Karp: “There are only two cultures that are going to win in the next year. It’s going to be us or China.”

Technology isn’t neutral. The builder’s values get hardcoded into everything. If we don’t own the chips, the models, the infrastructure, the beliefs embedded in the next century won’t be freedom or rights. They’ll be surveillance and control.

Karp: “If we are not the ones controlling the violence, we will not be dictating the rule of law.”

AI is a weapon system. Not potentially. Inherently. Restraint doesn’t buy peace. It guarantees defeat.

If the Constitution matters, if speech matters, if any of it matters, America has to win technologically. Power doesn’t negotiate values. It imposes them.

Thinking caution earns respect is suicidal delusion. The enemy isn’t slowing down for ethics debates. They’re building at war speed while we workshop guardrails.

Karp: “No one is coming to defend you. You have to defend yourself.”

No cavalry. No referees. No shared humanity saving the day. Just two civilizations in a cage match for permanent control.

Outbuild them or surrender everything. Not eventually. Now. Because losing this race doesn’t mean second place. It means your children grow up under a system that doesn’t even pretend you have rights.

[SGH @SGHCAPITAL]

We re big in Persona AI - clearly a zero BS AI humanoid ;)

https://t.co/prHJffBi7c

[SGH @SGHCAPITAL]

Official clarification:
Charles Seely has never been a backer, investor, or shareholder in Kalshi, Maven, or Zipline.
These investments are held by our funds.
Any claim to the contrary is incorrect.

If you come across any such claim please contact our US counsels at SawyerLabar.

[Alexandre Azoulay @azoulay_eth]

Here we are.
@dimitricouderc — a partner of Éric Freymond at Axius AG according to https://t.co/AhMiJIMV5r and a former board member — authorized in 2021 a total $400,000 in payment to Charles Seely and his companies that appear non-compliant and undue (now part of our U.S. litigation).

The timing raises serious questions. Was this payment connected to Charles Seely’s prior disclosures, which were later used to produce forged documents submitted to Luxembourg courts in July 2020 in favor of Éric Freymond?

Did Freymond subsequently invest in Charles Seely’s later ventures?

More to come.

[SGH @SGHCAPITAL]

Over the last 12 months - the LTV secondary division has deployed over $112m in 7 late stage companies. Not bad for year 1 - let’s go LTV ⚡️🤘

[SGH @SGHCAPITAL]

Our secondary division LTV exits Groq at an average 5.4x on the 30m + invested from 2023 to D3 in Aug 25.

[Alexandre Azoulay @azoulay_eth]

This is the European scam that beats Madoff and SBF and few realize it - $14 Billion evaporated, Xavier del Marmol, Eric Freymond, @CoudercDimitri , Ines Bodmer, most probably Charles Seely may soon be dragged into the largest financial scandal in Europe re: Hermes x LVMH.

More to come.

https://t.co/kKiKXr0TQE

[Bill Gurley @bgurley]

Buzz around security tokenization as an alternative to IPOs is growing. Had Wall Street embraced innovation by promoting Direct Listings, perhaps tokenization wouldn't appear as disruptive. In choosing to protect their interests & not innovate, they are now more at risk.

[SGH @SGHCAPITAL]

wrapping up H1 25 with over $60 million invested in Groq, Anduril, Persona AI.

H2 will see more groundbreaking investments into BCI, atomics and Defense - stay tuned 🤘

[Kalshi @Kalshi]

History was made by the underdogs.

[SGH @SGHCAPITAL]

That’s why we invested close to $15m in Persona AI and led their pre seed. Core innovation and next gen manufacturing.

[Hubert Thieblot @hthieblot]

Difficulty Levels of Startups:

Insane: Robotics
Hard: Hardware
Medium: Consumer Software
Easy: B2B SaaS

[SGH @SGHCAPITAL]

ZeroAvia sells first standalone electric propulsion system > https://t.co/8S4P0P7Fln

[SGH @SGHCAPITAL]

Persona AI Raises $27M Oversubscribed Pre-Seed to Deliver the Future of Humanoid Robotics
#Manufacturing 5.0 https://t.co/HbEvev3dq1

[SGH @SGHCAPITAL]

Why Persona AI Stands Among the Most Promising Humanoid Robotics Companies - https://t.co/MSeh4L0Nxm

[SGH @SGHCAPITAL]

This is Industry 5.0: onboarded AI working alongside humans in factories. Better than SAAS, this is the iPhone moment for at scale AI- driven manufacturing. More applications coming in the building vertical. Congrats to Nic, Jerry and the team ! https://t.co/2wuMBzY4gM

[SGH @SGHCAPITAL]

U.S. commodities regulator seeks to drop appeal of Kalshi election bets offers @CNBC

Congrats Luana and Tarek ⚡️💯
Now - let’s go !
https://t.co/S4IzhqjuRb

[SGH @SGHCAPITAL]

Closing Q1 @ SGH 🔥- landmark investments in Anduril, Groq (we love that one !), SpaceX and….an early stage darling for us: the future leader in manufacturing/ heavy duty AI Humanoids - Persona AI with an initial $12.5m investment in pre seed -

https://t.co/LGKX7gpPqE