Xander Oltmann

Founder | Investor @commoditycap Deus in minimis

[Xander Oltmann @xanderoltmann]

Too humble to take a victory lap - congrats @ianhathaway_ on @cursor_ai

[Revel.io @Revel_Software]

@GoToImpulse is on a mission to accelerate humanity's future beyond Earth. To get there, they are building the spacecraft that will advance the orbital economy, and need to test as fast as they build.

Before Revel, standing up a new test stand took 1–3 weeks, first-time deployments could take up to 3 months, software changes required looping in a specialist, and the team was locked into a single DAQ ecosystem.

Now, stands are up in days, sometimes even hours. Engineers self-serve on sequence changes, the program runs multiple test fires per day instead of one every other day, and with the ability to mix and match hardware across vendor ecosystems, the team saves over 100x on hardware alone.

Today, Revel runs across hundreds of Impulse assets — engine stands, vacuum chambers, avionics test stands, facility monitoring, and more — creating a single codebase that can be maintained and deployed consistently at scale.

Thanks to @lrocket, @_Eric_Romo, Dane Sarcone, Julia Vyborny, Trevor Hanken, and the rest of the Impulse Space team for the partnership.

Read the full case study at https://t.co/f87txeQRMP

[The Information @theinformation]

Elon Musk is a “very different kind of leader”, says former SpaceX engineer and CEO of Revel, @scottgmorton.

He reflects on a vivid memory “when I realized that he was serious about trying to catch the [Falcon 9] booster on the launch tower…”

[Hadrian @HadrianInc]

Honored to be ranked #15 on the 2026 #NATSEC100. Thank you to @SVDG_official and @JPMorgan for the research and recognition.

The report frames the challenge clearly: this ecosystem must manufacture, sustain, and deliver at the volume modern deterrence demands. This is exactly the work Hadrian was built for.

Read the full report: https://t.co/LH2hgtcVr3

[Us Weekly @usweekly]

Twenty years after becoming reality TV's most infamous antagonist on The Hills, Spencer Pratt has entered perhaps his most unexpected era yet: a respected political candidate. https://t.co/I5eE4btJUT

[Armada @armada_ai]

Distributed compute needs to be deployed with speed, scale, and sovereignty.

@danwrightSF joined @technology this week to talk about Galleon Forge One, our Series B, and the infrastructure buildout required to meet growing demand for inference, fine-tuning, and distributed model deployment at scale.

The next wave of compute will not live only in centralized clouds. It will need to be deployed where land, energy, and data already exist.

That is what Armada was built for. That is what Galleon delivers.

[Xander Oltmann @xanderoltmann]

If it ain’t broke

[Jim Belosic (SendCutSend) @jimbelosic]

Use the code THELOGOISFINE for 20% off any order https://t.co/ieEN1Rglpt

[Xander Oltmann @xanderoltmann]

One of the best to do it. Congrats @jaimalik and the team @AmcaInc

[Jai Malik @jaimalik]

I'm excited to announce that @AmcaInc has raised a $300M Series B at a >$1B valuation, led by @CaffeinatedCap with major support from @LightspeedVP, @a16z, @Lux_Capital, and others.

We're on a mission to reconstitute a supply chain that has too often put profit over country.

[New American Industrial Alliance @newindustrials]

Congrats to @armada_ai for a $250 million oversubscribed Series B and a signed deal to build a new factory in Arizona, creating 500 jobs in the process. Talk about a great day!

https://t.co/fD97CkeKUH

[Wall St Engine @wallstengine]

ARMADA RAISES $230M AT $2B VALUATION FOR MODULAR AI DATA CENTERS

Armada builds modular data centers that can be deployed near power sources and run AI workloads on-site instead of sending data back to large cloud regions.

The Series B was co-led by Overmatch, 8090 Industries and BlackRock.

Johnson Controls also invested and signed a manufacturing deal with Armada.

The companies plan to build modular AI data centers at a new 400,000-square-foot Arizona factory called Galleon Forge One.

The factory is expected to create more than 500 jobs.

Production will start with Leviathan, Armada’s megawatt-scale modular data center, this summer.

Armada says bookings grew 540% from FY25 to FY26, and Q1 FY27 bookings were up roughly 2,000% YoY.

[Dan Wright @danwrightSF]

The AI race is the defining race of our time. A little over three years ago, we made a bet that winning this race would require us to bridge the digital divide and deliver modular infrastructure and the latest models, full stack, anywhere in the world.

Today, we are announcing the next step in that journey with our $230M Series B funding round and Galleon Forge One. This new facility will enable us to continuously manufacture and deploy our Galleon modular data centers with speed, scale, and sovereignty.

Thank you to the Armada – our team, investors, customers, and partners – for helping us build the industrial base to win as we scale in our mission to bridge the digital divide.

[Commodity Capital @CommodityCap]

Cooking 💊

[Commodity Capital @CommodityCap]

Welcome home!

[Commodity Capital @CommodityCap]

A testament to the incredible progress the @armada_ai team has been making since inception.

[NYSE 🏛 @NYSE]

"Processing pharmaceuticals in space, to benefit patients on earth."

Delian Asparouhov, Co-Founder + President of @VardaSpace breaks down Varda's mission and its recently-announced research collaboration with United Therapeutics.

The full conversation at @NYSE: https://t.co/pRejj8RbKY

[Armada @armada_ai]

Today we’re launching Armada’s Quarterly Product Update, a new series covering the most important features we shipped last quarter and what’s coming next.

Episode one covers new computer vision capabilities for drones, our suitcase-sized Galleon for light analytics and data pre-processing, and the expansion of Marketplace to Bridge to help reduce the path from land and power to tokens.

[Xander Oltmann @xanderoltmann]

Space planes FTW

[Varda Space Industries @VardaSpace]

Thanks for having us @BloombergTV

[delian @zebulgar]

Today's Varda news is that we're making space drugs with United Therapeutics ($25b in market cap)

First time a public company has dedicated their balance sheet to making a physical product in space

Ba-boom

[delian @zebulgar]

https://t.co/nF604EZ5x1