Sai Senthilkumar

partner @redpoint // supporting @k2spaceco @irregular @chainguard_dev @cyera_io @cribl_io @materializeinc @orcasec @montecarlodata

[Jordan Segall @jordan_segall]

https://t.co/XmtQZ3QyVX

[Redpoint @Redpoint]

The Redpoint InfraRed 100 is now live.

These are the companies building the infrastructure that powers everything happening in AI right now, from world models and agent runtimes to the sandboxes, databases, and security tools agents depend on.

Congratulations to this year's honorees!

Read the full 2026 InfraRed Report: our state of the union on AI and cloud infrastructure 👉 https://t.co/Y1y94ZwI5B

[Erik Bernhardsson @bernhardsson]

Today we're announcing our Series C funding: $355M at a $4.65B valuation, led by some great investors @generalcatalyst and @Redpoint.

We've had insane growth in the last year, but we're still very early. So proud of the team and what we have built so far!

[K2 Space Corporation @K2SpaceCo]

K2 Space is proud to announce that we are partnering with @anduriltech on the Pentagon’s Golden Dome missile defense program. K2 will be providing our proven Mega-class satellites to host Space Based Interceptors.

Our satellites are bigger and more powerful than anything on orbit, and we’re thrilled to be selected for Golden Dome to demonstrate what these high power, high payload mass satellites can bring to the warfighter.

Read more from our partner Anduril here: https://t.co/axsS8iIUon

[Sai Senthilkumar @SaiVC_]

Exciting partnership to secure the future of OSS and agentic development ⛓️

[Chainguard ⛓️ @chainguard_dev]

Chainguard 🤝 @cursor_ai

Our new partnership is making trusted OSS the foundation for AI-driven development. Now, devs using Cursor can pull from our CVE-free containers and malware-resistant libraries instead of public registries.

See it in action 👇

https://t.co/iDUvhsycol

[Dan Lahav @dan_lahav]

Excited to share that Irregular has been ranked #1 on Calcalist's 50 Most Promising Startups list!

[Sai Senthilkumar @SaiVC_]

Let's go @K2SpaceCo 🚀🚀

[Karan Kunjur @KaranKunjur]

I'm very proud to share that the team @K2SpaceCo has achieved Tier 2 Mission Success for Gravitas!

Over the past week, we've:
• Powered on our payloads
• Activated our high power propulsion system and fired the thruster
• Completed testing of our software system, including a software update

With all of the satellite bus systems demonstrated and checked out, we will be transitioning to sustaining operations for the rest of the mission.

This includes continuing our payload demonstrations while pushing the satellite bus systems to the limit to learn as much as possible for future missions.

(And yes, this photo is real. Our thruster firing on orbit.)
---

[Chainguard ⛓️ @chainguard_dev]

If you haven't already heard, axios was compromised yesterday. That is four significant supply chain attacks in under two weeks: Trivy, LiteLLM, telnyx, + now axios.

Chainguard Containers + Libraries customers are safe from all attacks.

More details of each attack in thread🧵

[Chainguard ⛓️ @chainguard_dev]

@karpathy 👀 This is exactly why we created Chainguard Libraries. We can help! https://t.co/foJuoDoK7f

[Sai Senthilkumar @SaiVC_]

@mandrusko1 Go Marc!

[Jacob Effron @jacobeffron]

Legora sets the bar for operating at AI speed. Watching them become one of the fastest growing software companies of all time these past few years has provided constant lessons on what’s required to win in this new world.

Fresh off @WeAreLegora's $550M Series D, CEO @MaxJunestrand joined @loganbartlett and me on Unsupervised Learning to provide a masterclass on building an AI-native company.

He shared some amazing lessons around
- Constantly rebuilding for the bleeding edge of model capabilities
- Partnering with customers for both immediate impact and long-term transformation
- Running Legora differently from traditional software companies

He also included some spicy takes on
- Why foundation models entering legal is good for Legora
- Pricing AI products
- The future of the legal industry

It’s impossible to listen to Max and not pick up the infectious energy that makes Legora such a special company. Check out the full episode:

YouTube: https://t.co/amw7DZJbXO
Spotify: https://t.co/PTjmaiUXiV
Apple: https://t.co/TD82Wa3DJz

0:00 Intro
1:16 Legora’s Series D Story
3:24 Why You Need Low Ego to Build in AI
5:58 From 60% to 100% Accuracy in One Summer
7:04 Law Firm Economics Shift
14:09 Pricing Seats Vs Outcomes
18:31 Why Foundation Models Entering Legal Helps Legora
30:10 Convincing a 75-Year-Old Partner to Go All In
33:02 Hiring Legal Engineers
34:32 Running an AI-Native Company
35:57 The Opus 4.5 Christmas Breakthrough
40:02 Building With Customers
44:01 All In On US Expansion
51:22 Stockholm Startup DNA

[Sai Senthilkumar @SaiVC_]

Incredible team and perfect execution! Go team @cribl_io!

[Cribl @cribl_io]

⭐ Cribl has SURPASSED $300 MILLION in ARR in 2025, marking a major milestone from $200 million ARR in December 2024! ⭐

Now, as we enter our next fiscal year, we are focused on equipping customers with an architecture for an #AI-first world.

Read the news and boldly go with us into the future — the AI frontier: https://t.co/yYdKExstef

[Dan Lahav @dan_lahav]

@sama Agreed! Models are crossing cybersecurity thresholds that were considered insurmountable until very recently.

After evaluating GPT-5.2 together with you on offensive cyber skills - we've witnessed GPT starting to cross qualitative thresholds in cryptography.

E.g., successfully attacking a digital signature verification service with a custom cryptographic scheme (PCDSA on Pell curves).

[Karan Kunjur @KaranKunjur]

Thanks to Forbes for covering our story here - https://t.co/EroDrbqrUa

[Karan Kunjur @KaranKunjur]

Three and a half years ago, @neelkunjur and I decided to go from being Brothers, to being Co-Founders. Today, we’re excited to announce that @K2SpaceCo has raised a $250M Series C at a $3B valuation. This round comes on the heels of $500M in signed contracts across commercial and US Government customers.

Our Series C is being led by @Redpoint, with participation from @TRowePrice, Hedosophia, @AltimeterCap, @lightspeedvp, Alpine Space Ventures and many others.

We’re fortunate to be building at a unique time - launch vehicles are getting larger and the frequency of launch is increasing. When it comes to satellites, it’s now possible to Build Bigger, and we intend to be on the vanguard of doing just that.

Building Bigger allows us to deliver a step change in power (20kW today, 100kW tomorrow), reliability, and redundancy. Our satellites are designed to deliver the maximum amount of capability wherever that capability is needed (LEO, MEO, GEO, cislunar space and beyond).

Coming up next - 20kW satellite launch early 2026, three satellites launched early 2027, and many more to come after that as we scale up production in our 180k sq ft factory in Torrance, CA. We’re looking forward to sharing more on our progress over the coming months and years.

-

[Ajay Kulkarni @acoustik]

Agents are the New Developer

Agents, like Claude Code, feel uncanny. My first time using it, I built a mobile web app that tracked pushups using computer vision. Just for fun, to see what it could do. One hour later (mostly its time, not mine), I had an app that just worked.

That gave me goosebumps. For the first time, it felt like software wasn't something I built, it was something building with me. It felt like something brand new.

I realized: agents had become the new developer.

But software agents don't behave like human developers. Software development tools need to evolve. Agents need a new kind of database made for how they work.

So we built it. And we're launching it today.

Announcing Agentic Postgres: The First Database Built For Agents.

There's a lot of engineering behind this: a new copy-on-write block storage layer, fast zero-copy forks, new Postgres extensions for full text search (BM25) and semantic search, what (we think is) the best MCP server for Postgres ever built, and a new CLI and free tier.

I'm very proud of what this team has built, especially in such a short period of time.

More here: https://t.co/zZEURfLVKD

Please give it a try. We're just getting started. We’d love your feedback. 🐯🚀

@TimescaleDB @TigerDatabase

[TBPN @tbpn]

Irregular Co-Founder @dan_lahav warns the bigger near-term risk is AI in the hands of bad actors

“The near future is AI augmenting attackers and being used as part of the attack surface,” Lahav said, noting that terror organizations or malicious groups gaining access to advanced systems is a more immediate threat than fully rogue AI.

[Sai Senthilkumar @SaiVC_]

Thrilled to announce our investment in @Irregular, the world's first frontier AI security lab as they come out of stealth with $80m in funding! We at @Redpoint couldn't be more excited to partner with @dan_lahav, Omer Nevo, and the entire Irregular team. As AI systems grow more capable and complex, Irregular is already partnering with all the leading frontier labs to help safeguard the future. They're redefining what AI security means. Check out their super exciting vision below:

[Dan Lahav @dan_lahav]

Today I’m launching @Irregular (formerly Pattern Labs) with my friend and co-founder Omer Nevo: Irregular is the first frontier security lab.

Our mission: protect the world in the era of increasingly capable and sophisticated AI systems.