Matthew Lewis

Investing @bantervc

[jamie niu serota @jamie_niu]

I’m excited to share that Podium Automation has raised an $18M Series A led by Construct Capital, with participation from a16z, Transition, Sunflower, and Banter to help our customers build the automated world faster.

Today, Podium designs and ships UL 508A control panels in less than four weeks for the most ambitious hardware teams across industries. Our customers trust us to deliver panels on spec, on time, with full visibility from quote to delivery.

In less than two years, we have shipped over 200 panels to customers ranging from hardware scale-ups to Fortune 500 companies. We’ve been heads down building our team, software platform, and factory to meet rapidly growing demand for quick-turn capacity, and we’ve also doubled our throughput in the last quarter.

More importantly, we’re laser focused on delivering sustainable value to our customers with bottom line discipline. This quarter we delivered positive factory-level economics in our Brooklyn factory that launched in August 2025.

If you want to be part of a team that cares about tangible results and believes in a future where industrial products are built efficiently, transparently, and without compromise - we're hiring across the board.

To our team, customers, and investors - thank you. Today's announcement is grounded in the trust you’ve placed in Podium, and the responsibility we feel to keep earning it.

[Matthew Lewis @mp_lew]

@GrantHesser And even if the system failed a single patient, it's still a tragedy that demands a sustainable, long-term solution!

[Matthew Lewis @mp_lew]

Each day in New York this past week has been more electric than the last.

[Matthew Lewis @mp_lew]

The Claude Codification of everything is most apparent by a blinking dot followed by "STATUS: LIVE" in the top left corner of every. single. website.

[kuz @kylekuzma]

Nuclear

[Matthew Osman @thematthewosman]

We are hiring aggressively (across AI research/eng, automation, and wet lab) for top talent that’s passionate about engineering human tissue and producing the best training data for bio AI models - if that's you, DMs open or send me an email ([email protected])

[U.S. Department of Energy @ENERGY]

https://t.co/ZDknMBdCQ8

[Matthew Lewis @mp_lew]

🥇

[Matthew Lewis @mp_lew]

Fund concentration is trading at a discount to % ownership right now, and I think that's worth leaning into.

[Matthew Lewis @mp_lew]

@uninsightful KNICKS IN 6

[Tectonic @tectonicdefense]

Automated manufacturing startup Deterrence is teaming up with General Dynamics Ordinance and Tactical Systems to deploy manufacturing software and AI across GDOTS facilities, beginning with their 155mm artillery plant in Mesquite, TX.
https://t.co/HFb7rDnKXG

[Matthew Lewis @mp_lew]

Google reports training expenses under Alphabet, rather than under GCP. I’m very curious what clever financial engineering we see as more companies add back token costs to EBITDA, and what types of tokens the Street will seem kosher versus misrepresentation.

[Matthew Lewis @mp_lew]

In a world of ubiquitous robotics doing useful work, do new service/maintenance line items just replace employee healthcare costs, and we all net out to the same place anyway?

[Matthew Lewis @mp_lew]

I’ve witnessed injustices beyond comprehension on the West Side Highway bike path.

[Jordan Bramble @jordanbramble]

We've been busy. Too busy to show off the Mark-0 reactor. Until now! Check out the 2 month build.

Amazing camaraderie and teamwork throughout.

[Matthew Lewis @mp_lew]

@billclerico Congrats!

[Matthew Lewis @mp_lew]

Some recent thoughts:

- domestic terror attacks on data centers are coming
- emerging tech will need to be very cold: cryogenics?
- robots SIs will probably cap out similarly to the AI transformation businesses
- power shortage will be resolved quicker than we think
- venture market is as inefficient as ever. don't let your X feed fool you
- new tech for new maintenance will be a massive theme
- we need more innovation around equipment financing
- health insurance will rip in the short term and is in trouble in the mid/long term

[Matthew Lewis @mp_lew]

There’s gotta be a trade here. Right?