Ensemble VC

Modern, data-driven venture capital for the next generation.

[Ensemble VC @ensemblevc]

If you haven't checked out our new website... it's pretty cool

https://t.co/SGsgbQHjp5

[Ensemble VC @ensemblevc]

https://t.co/gbddbmCHK8

[Ensemble VC @ensemblevc]

cc: 👑 @theianheinrich

What separates @Saronic @ICON3DTech @ChaosDefense from most physical AI companies?
They flipped the sequence:

**Manufacturing requirements shape the product from day one — not the other way around.**

The result is a production loop that gets smarter with every build.

Read Ian's New piece on why that architectural decision is the only path to a durable moat in physical AI.

[Archive: Secretary of the Navy John C. Phelan @SecNavPhelan]

We are pushing the Department of the Navy to a culture of radical transparency, innovation and adaptation. We are singularly focused on increasing readiness and rapidly delivering new capabilities to the fleet.

Platforms alone do not deliver advantage. Integration does. Unmanned systems only matter if they are integrated—into command and control, logistics, targeting, sustainment, and execution.

#WEST2026

[Aidan Gold @MrGoldBro]

Mega VC Firms are becoming new American Institutions.

Universities, media corporations, and big banks dominated the 20th century.

They were seen as core pillars of America.

Trusted. Important. Critical.

a16z raising a $15B fund, was 18% of VC dollars raised in 2025.

Several other funds raised over $5B including General Catalyst and Lightspeed.

But this isn't about a few large new funds or a small moment in time.

It's a phase shift.

These firms are becoming core American Institutions for years to come.

They are supporting new company creation, job opportunities, policy changes, early stage R&D, and are huge drivers of economic growth across a broad range of industries.

These firms are funding what government may have just supported decades ago.

But opening up opportunities for way more people.

VC is no longer a niche industry.

It's starting to play a critical role for the future of America.

[Ensemble VC @ensemblevc]

Why aren't VCs innovating? @gopoptosis breaks down the lack of AI adoption in established VC firms. The implicit bet is they can keep up with AI by hiring more and more associates. How far can they go?

[Ensemble VC @ensemblevc]

This is really an unbelievable story. When our founders were first figuring out whether they could use data science to spot interesting deals based on team/personnel/hiring dynamics, they found a company on the other side of the world with no revenue, but an as-good-as-it-gets team according to our data model. They were building "the @RobinhoodApp of India."

This early insight allowed the team to get to @_groww early and start to add value immediately. This became the repeatable Ensemble strategy -- if we can get there early using our data, we can add value until we get our seat at the table. We invested at the Series A.

Groww went public for $7B yesterday. What a world!

@collinrwest
@gopoptosis
@conradshang

[Ensemble VC @ensemblevc]

Our man @collinrwest will be at the @AlphacoreWealth tomorrow headlining the show!

We want to meet you if you'll be at the conference -- let us know.

[Ensemble VC @ensemblevc]

Check out @collinrwest on the Rich Habits Podcast with @austinhankwitz and Robert Croak. It's been amazing to see Austin build this into a top podcast over the years, and it's no surprise given how great he and Robert are.

The podcast is available on all platforms!

[Ensemble VC @ensemblevc]

VCs have two problems: scale and process

can't meet every company
can't exhaustively process every opportunity

Ensemble has neither problem

[Ensemble VC @ensemblevc]

it's the dog days of summer here in Austin, TX

[Ensemble VC @ensemblevc]

tfw when you spend years building a data platform, and then in one week you get to show it to three different businesses for whom it will be completely transformational

https://t.co/MUv1StNTUS

[Ensemble VC @ensemblevc]

this is how our data platform works 24/7

[Ensemble VC @ensemblevc]

Good day to find a founder who doesn’t realize they’re building a $4B company yet

[Ensemble VC @ensemblevc]

remember when the conversation was "will computers ever be able to make [insert creative work]?"

"no, they don't have human emotions"

[Ensemble VC @ensemblevc]

just had our best monday morning team meeting ever at Ensemble. every team had their strongest week to date

[Ensemble VC @ensemblevc]

Monday morning thoughts w/ @collinrwest

[Ensemble VC @ensemblevc]

We've got investors on the road hunting down deals, we've got data engineers and software team building new products, we got portfolio companies breaking out in all new ways -- it's a good week to have a great week

[Aidan Gold @MrGoldBro]

a mini worlds fair of incredible startups is the way

we most slowly scale this up until a mega worlds fair

the @WorldsFair must return.

[Aidan Gold @MrGoldBro]

The thinking machines we create will understand life itself.

Biology is just Chemistry.
Chemistry is just Physics.
Physics is just Math.

If Math creates AI, then it can decode Biology.

[Ensemble VC @ensemblevc]

good day to have a great day. let's get back to work