Disruptive

Disruptive is a global investment firm focused on backing category-leading private technology companies.

[Brandon Tseng @brandontseng2]

Thank you to Alex Davis, David Tarnowski, and whole @disruptivetech team; you all took a big bet on us in 2021 and have been amazing supporters on this journey; we will work hard to make you all proud!

[Disruptive @disruptivetech]

We’re proud to lead @shieldaitech's $1 billion Series H at a $28.8 billion post-money valuation from our Flagship Fund.

Congratulations to the Shield team on signing a definitive agreement to acquire Echodyne in a transaction valued at $5.3 billion.

Shield is a one-of-one company. As CEO Gary Steele described it in the announcement, Shield is building a new generation of defense technology company around three fast-growing, high-margin businesses that reinforce one another across autonomy software, autonomous systems and mission systems.

The proposed acquisition would expand Shield’s Mission Systems business with Echodyne’s radar technology, already used in more than 40 countries. It would also give Shield greater access to the fast-growing counter-drone market and further diversify its revenue.

We’re excited to support Gary, Brandon, Ryan and the Shield team as they build intelligent systems to protect service members and civilians.

[Shield @shieldaitech]

Shield is acquiring Echodyne to expand our Mission Systems business with software-defined radars, engineering expertise and manufacturing capacity.

The $5.3B transaction is supported by a $2.5B raise, including Series H funding at a $28.8B valuation, and will accelerate our efforts to meet growing demand for multi-mission capabilities.

Echodyne’s industry-leading technology is used in hundreds of counter-drone and security systems worldwide, where it helps track drones, secure airspace, and protect people and infrastructure.

Full release: https://t.co/y2R7LxRZ0Y

Funding includes a structured equity investment from @Blackstone and a Series H co-led by @disruptivetech and Innovation X Capital, with participation from @adventintl, the Strategic Investment Group of JPMorganChase's Security and Resiliency Initiative, @SnowpointVC, Apandion, Center15 Capital, and others.

Autonomy for the world. The greatest victory requires no war.

[Disruptive @disruptivetech]

Disruptive's Founder and CEO Alex Davis on CNBC discussing the Flagship Fund announcement.

Press release: https://t.co/4F7228KKyw

[D Magazine @DMagazine]

Founder, chairman, and CEO of Disruptive Alex Davis sat down with fellow investor John Redgrave to discuss the future of AI and where he’s placing his bets.⁠
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The conversation spanned local opportunity and why America’s AI advantage is far from a sure thing to the responsibility that comes with writing big checks and the risks behind the data center boom.⁠
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During this conversation, Davis also revealed that he’s moving the headquarters for cloud computing startup Groq—where he serves as executive chairman—from Silicon Valley to Dallas.⁠ https://t.co/7VNkvOOSak

[Disruptive @disruptivetech]

Thanks to @NasdaqExchange for featuring @disruptivetech on Times Square following the announcement of the Disruptive Flagship Fund.

Press release: https://t.co/4F7228KcIY

[Disruptive @disruptivetech]

Today, we announced the Disruptive Flagship Fund, a $10 billion fund designed to scale the firm’s selective approach to backing category-leading private technology companies.

Advances in artificial intelligence, the massive buildout of compute infrastructure, and a new era of investment in defense and national security are creating companies of unprecedented scale and strategic importance. The amount of capital required to capture these opportunities is increasing significantly.

Disruptive was built for this moment. Since its founding in 2012, the firm has developed an investment model designed to identify a small number of exceptional companies and deploy significant capital behind them.

Disruptive’s investment approach remains unchanged and the firm plans to back approximately 10 exceptional growth and late-stage companies, investing up to $1 billion per company.

Alex Davis, Founder and CEO of Disruptive commented: “The best private technology companies are growing larger, staying private longer and requiring more capital than ever before. We have always focused on a small number of exceptional companies, building the conviction and relationships to be there for founders at their most important moments. The Disruptive Flagship Fund gives us the scale to match the opportunity.”

Press release: https://t.co/nzmn3geCSF

Bloomberg: https://t.co/1r6ln1qgf6

Forbes: https://t.co/rG59kDWFrI

[Disruptive @disruptivetech]

https://t.co/8ecT2ZI78P

[CrowdStrike @CrowdStrike]

A new video blog explains how CrowdStrike’s cloud-native architecture and advanced features have helped future-proof the Wyoming state government against an ever-evolving threat landscape. https://t.co/mss3Ro7Jh0

[Tophatter @tophatter]

"Discovery shopping attracts customers who aren’t necessarily looking to fulfill a specific need. Instead, they’re looking for a dynamic, fun experience that websites such as Tophatter aim to deliver." Yes, indeed we do! Thanks @chirag_kulkarni! https://t.co/eG809IW33p

[General Fusion @GeneralFusion]

The long wait for fusion power may be coming to an end, via @NBCNews https://t.co/1hM8ahuVTa #fusionenergy #cleanenergy

[The Information @theinformation]

Bike-sharing startup Limebike hopes to be valued at more than $1 billion in any IPO or sale https://t.co/8oFwUlk7mg

[TechCrunch @TechCrunch]

Equity podcast: Spotify's impending debut, Uber's done deal, and Nasdaq 7,000 https://t.co/EmbSbZAUkW by @alex

[Entrepreneur @Entrepreneur]

4 Reasons Why Now Is the Perfect Time to Start Up http://t.co/LlLmIFWedc via @youngtrep

[Business Insider @BusinessInsider]

16 Life Lessons From Top Hedge Fund Managers by @JuliaLaRoche http://t.co/1L72M1Rab4

[Forbes @Forbes]

David Tepper tops our list of the 40 highest earning hedge fund managers & traders of 2012. http://t.co/lUihtEyr6x

[Dow @DowNewsroom]

.@techreview editors selected the 50 Most Disruptive Companies. What is your favorite disruptive technology? http://t.co/vxDdeUmUPQ

[Meghan M. Biro ⚡️ @MeghanMBiro]

The Disruptive Technology that will Replace Facebook http://t.co/odofezuZ1W via @markwschaefer

[SAP @SAP]

Take a look at 3 disruptive themes that all companies should watch for and be aware of in 2013 - http://t.co/XhfkmT1g

[Entrepreneur Inspire @EntInspire]

It's not about ideas. It's about making ideas happen. #motivation http://t.co/BhGlYI2y