Trajectory Venture Collective

We’re the Trajectory Collective. A community of entrepreneurs & operators. Investing in, collaborating with & accelerating disruptive innovators across sectors.

[TrueFoundry @truefoundry]

The @Gartner_inc 2026 Hype Cycle™ for Platform Engineering is out: 81% of respondents consider platform engineering to drive moderate to high value in automating security and compliance workflows

TrueFoundry has been named a Sample Vendor across three categories: AI Gateways, AI Engineering, and GenAI Model Routers.

Platform engineering has quietly become the make-or-break layer for AI at scale. The report answers key questions like which technologies to bet on, which are overhyped, and which are already past peak.

We're offering full access to the original report. No paywalls, no hoops.

Link below 👇

[Peter Bordes @PeterBordes]

AI NEWS: @LightmatterCo joins @NVIDIA NVLink Fusion, powering the next-generation AI infrastructure with photonic interconnects. The age of light-based infrastructure is here. Congrats @theanalognick on a huge photonics innovation step forward.
https://t.co/IolXvxQZy8 $NVDA #AI

[AlphaSense @AlphaSenseInc]

What does market conviction look like? A $350M raise at a $7.5B valuation.

Today, we have closed that $350M round and nearly doubled our valuation, all backed by Vitruvian Partners, Accenture Ventures, J.P. Morgan Growth Equity Partners, D. E. Shaw Ventures, Pinegrove Opportunity Partners, and our returning investors @CapitalG, @GoldmanSachs Alternatives, and Viking Global Investors.

Doubling down on their investment, we have also established a new channel partnership with Accenture to further fuel organizations embedding and scaling market intelligence into their core agentic workflows.

The era of fragmented tools in market intelligence has given way to a more integrated approach with the advent of AI and that's why we are also announcing the launch of SuperAnalyst. AI prompts and queries are the workflow most analysts know today but now multi-step research and monitoring tasks can be automated on the user's behalf.

These announcements are more than just momentous milestones: they are an inflection point for the future of market intelligence. We couldn't be more excited to keep building it.

https://t.co/zva4nRl6It

[The Wall Street Journal @WSJ]

Exclusive: AI market-research platform AlphaSense is being valued at $7.5 billion in a fresh round of funding https://t.co/XGzb0EaEt5

[Mesh | We Are Hiring! @meshpay]

🚀 Mesh just won Best Autonomous Agentic Payments Platform at the @beincrypto x @ProofofTalk Institutional 100!

🔗 https://t.co/g83bOHSJ4c

[Securitize @Securitize]

We’re excited to welcome Sara Chapman as Chief Marketing Officer at Securitize.

Sara brings more than 20 years of marketing leadership across enterprise technology, Web3, and now tokenization.

[Fraud.net @Fraud_net]

AI-generated fraud doesn't announce itself in a single transaction. It builds, across entities, channels, and time, until the damage is done.

In last week's webinar, we brought together risk leaders from Bankingly, epay/Skylight (Euronet), and Brains Capital to talk about what rule-based detection misses, what behavioral signals catch earlier, and what the shift to AI agents actually requires from your governance program. Watch the full session now: https://t.co/RkJkApzgFb


#entityrisk #merchantrisk #entityriskintelligence #ai #generativeai #aigeneratedfraud #fraudrisk #fraudprevention #frauddetection #payments #banking #fightfraud

[Stoke Space @stoke_space]

Sound🔊on: epic fly-by footage of the ongoing Zenith engine testing and Stage 1 structural qualifications happening at our test site in Moses Lake. 🤘🚀

[Machina Labs @MachinaLabs_]

Inside Machina’s simulation work.

We use real RoboCraftsman production data to model how robots interact with sheet metal and train predictive systems to anticipate springback.

Better prediction. Fewer trials. Faster metal structures.

Machina is the Factory.

[Lightmatter @LightmatterCo]

Lightmatter joined the @NVIDIA NVLink™ Fusion ecosystem! Frontier AI models are outgrowing electrical links. The integration of Passage photonics with NVIDIA’s architecture enables hyperscalers to build the highest-bandwidth, lowest-power AI factories. #AI #Photonics Read the press release here: https://t.co/hDSURyclGE

[Peter Bordes @PeterBordes]

AI SCOOP: @GroqInc is raising $650m post @Nvidia deal, for its second act as Groq transitions away from inference hardware toward becoming an AI inference neocloud business.

Groq 2.0 is being led by company vets Adam Winter (CEO) and Matt Eng (CFO) https://t.co/telUqJFwpg $NVDA

[Peter Bordes @PeterBordes]

My 2 fave earlier-stage #AI stocks are on the run today, with strong volume. It's an LFG Friday for $NIXX and $BRUN. Both are undervalued with plenty of room to grow in the AI infrastructure and data center categories.

Watching $BCAR closely as they move to close an AI deSPAC.

[Machina Labs @MachinaLabs_]

Machina has been named to the 2026 NatSec100.

The report makes the shift clear: Innovation is no longer enough. Production is the bottleneck.

Machina operates intelligent factories for complex metal structures across defense, aerospace and mobility.

Machina is the Factory.

[TrueFoundry @truefoundry]

Today, we’re officially launching TrueFoundry Agent Gateway 🎉

AI agents are already operating across enterprise stacks. They're invoking tools, accessing systems, and executing workflows autonomously.

But most enterprises still lack a centralized way to govern them.

Existing API gateways were never designed for:
• autonomous agent execution
• multi-step workflows
• MCP-native tool interactions

Agent Gateway gives you a unified control layer for enterprise AI agents:
• centralized governance + RBAC
• runtime observability + tracing
• MCP tool governance
• retries, fallbacks, and execution controls

Works across TrueFoundry, @LangChain , @crewAIInc , @awscloud Bedrock, and custom agent infrastructure.

Production AI agents need production infrastructure.

Learn more below 👇

[ARK Invest @ARKInvest]

Quantum computing has become a major topic within Bitcoin discussions.

The team dives into Bitcoin's quantum readiness and why investor education remains critical in a new episode of Bitcoin Brainstorm. Watch. https://t.co/7fqXHAVuW3

[Securitize @Securitize]

VBILL is now live on @eulerfinance.

Tokenized U.S. Treasuries can now be used within the Euler ecosystem as onchain collateral.

This marks another step in bringing institutional-grade assets into DeFi.

[Carlos Domingo @carlosdomingo]

We have completed the integration of @vaneck_us Vbill fund into @eulerfinance , allowing investors to use tokenized U.S. Treasuries as on-chain collateral. https://t.co/TVUbmTmGTq via @coindesk

[Tom Murphy @TomMurphyTweets]

One of the unexpected joys of my job lately has been seeing creators discover tokenization & turn into champions for it (@steinRWA, @ZeusRWA & @_mikepreneur are 3 of my faves, follow them).

Was super impressed by this article from @diegoxyz & he seems like he's next in line.

[Lightmatter @LightmatterCo]

The Compute 100 highlights the most important companies in compute -- those "shaping the future of compute" -- and we're proud to be named to the private company list! Lightmatter has been selected based on capital raised, revenue, headcount growth, and market impact. See the list here:
https://t.co/3HmNEIFC9n

[Lightmatter @LightmatterCo]

At ITherm 2026 this week? Yuanchen Hu, Staff Thermal Engineer, will present numerical simulations of a 3D CPO solution with both switch and GPU architectures. He will also be part of the Advanced Mechanics and Reliability panel on May 28 at 4:00 pm. https://t.co/ToyuGeN2oh