Long 100 Capital

Growing / Late stage venture capital, based in Austin. investing in UXV, Supply Chain, Drones, SpaceTEch.

[Long 100 Capital @long100capital]

Today we're soft-launching Long 100 Capital: Empowering American Autonomy in the Age of Physical AI. Pair growth capital with real manufacturing capacity — supply chain access, production partnerships, and an ecosystem
https://t.co/F0TONCxS1M

[Long 100 Capital @long100capital]

Join long 100 Capital to support the #Autonomy Startups

[David Cao Physical AI @davidcao01]

NVIDIA‘s $500B MOUs with BlackRock, Blackstone, Apollo, KKR, Goldman Sachs, and Brookfield isn't really about GPUs. It's about turning compute into something that behaves like a toll road or a power grid on Wall Street's books https://t.co/uRyc5VUEKk

[Long 100 Capital @long100capital]

Silicon Valley + Austin is the right answer!

[David Cao Physical AI @davidcao01]

a16z's $31.1B Fund is the loudest confirmation yet: Silicon Valley is going physical. Sequoia raised $10B as "algorithms to atoms." Lightspeed closed $9B. General Catalyst is committing billions to industrial SoftBank tripled a robotics company' https://t.co/aOqT1cOPAu

[David Cao Physical AI @davidcao01]

Unbelievable — it has been one year since September 2, 2025, when I published the first Physical AI Newsletter. No real plan for a "publication." now on Linkedin, https://t.co/n0iX7HsM21 and https://t.co/J1SUfbe6zv https://t.co/l12mB9ti3Q

[David Cao Physical AI @davidcao01]

August #PhysicalAI Signal Report breaks down who actually gets the money — and why component supply chains may be the bigger story.

Nvidia just signed $500B in MOUs with 5 big banks. 120+ startups got funding. And a lot more ... https://t.co/XOqKPU1ND1

[Long 100 Capital @long100capital]

@davidcao01 👍👍

[Long 100 Capital @long100capital]

@davidcao01 It was a great event. Congratulations to the team and cohosting organizations!