Matthew Tirman

CEO at Bedrock Ocean

[Matthew Tirman @mrtirman]

@pronounced_kyle @ardninja Haha I’m tracking. Didn’t mean for the snark on my end.

[Matthew Tirman @mrtirman]

Bedrock just completed a multi-day, 24/7 offshore geophysical survey for a commercial customer in the North Sea off the coast of the UK. Small team. Fast mobilization. Continuous autonomous operations, day and night, through one of the most demanding maritime environments in the world.

The logistics defined this mission as much as the technology. We mobilized quickly, maintained uninterrupted operations across multiple days, and turned data around to the customer while our AUVs were still in the water. That's the model: unlocking ocean insights at mission speed.

The North Sea sets a high bar. It's also home to some of the most consequential subsea infrastructure in the world. Empowering our clients with our high-resolution seabed data to make decisions under real requirements and real timeline matters to us. This is what expeditionary Ocean Intelligence looks like. No large vessel programs. No multi-month procurement cycles. A capable, mobile team that shows up and delivers.

[Emiliano Kargieman @earlkman]

Satellogic Lands $18M+ Defense-Monitoring Contract https://t.co/8W6Nbc5w0J via @payloadspace

[Matthew Tirman @mrtirman]

@RushDoshi nails it. 🇯🇵 , 🇵🇭 and other Asian allies are right to be afraid at this moment.

[Rush Doshi @RushDoshi]

Trump administration indeed pausing arms sales to Taiwan.

Unclear what, if anything, Beijing offered in return.

Allies will see it (rightly) as further evidence that the US approach to Beijing is conciliation and accommodation.

[Matthew Tirman @mrtirman]

@EvansRyan202 @theallinpod Need to have this post on permanent boost. Well said @evansryan202

[Ryan Evans @EvansRyan202]

I pity those who go prospecting for geopolitical insights from techbro podcasts like @theallinpod. It's like learning seamanship from a guy who once rented a jet ski in Cabo.

[Matthew Tirman @mrtirman]

Truer words: ““Taiwan won’t matter in 18 months” is what happens when software people mistake civilization for a SaaS product.”

[Daniel Jeffries @Dan_Jeffries1]

“Taiwan won’t matter in 18 months” is what happens when software people mistake civilization for a SaaS product.

It's one of the most clueless takes I've heard on this platform in months and that's saying something.

Yes, America has semiconductor fabs. Mostly old ones. Really old.

Taiwan has the fabs that matter:

The ones that make every single chip for NVIDIA and Apple and every damn Android and iPhone on Earth and even most of the 1500 or so chips that go in your truck or car.

Without TSMC these companies simply do not exist. Not kind of struggling. I mean "wiped off the freaking face of the Earth and unable to produce a single product" level gone.

As in "worth zero instantly."

Taiwan has:

- Multiple leading-edge giga-fabs

- The *overwhelming* majority of advanced AI chip production

- Dominant advanced packaging capacity

- Dense supplier clustering

- Decades of accumulated yield/process knowledge and the most skilled workforce on Earth to run it all

The US still barely has frontier-scale advanced packaging online. Much of it is literally still under construction and won’t ramp until years from now.

Momos hear “we’re only 1–2 nanometers away” and think semiconductors are just transistor geometry.

No freaking way. Sheer idiocy. The real moat is:

- Yields
- Packaging
- HBM integration
- Substrates
- Tooling
- Tacit manufacturing expertise
- Workforce density
- Supply chain coordination

TSMC is not “a fab.” It is one of the most sophisticated industrial ecosystems ever created by humanity.

And no, a tiny Neuralink surgery robot does not mean America can magically reproduce decades of semiconductor manufacturing concentration in 18 months.

Reality is not a podcast episode.

Taiwan remains strategically critical for years, likely a decade+.

This is like saying:

“We’re 18 months away from replacing the global oil system because we built a nice electric bike.”

[Matthew Tirman @mrtirman]

Hard agree.

[Michael McFaul @McFaul]

Some of us actually care about the fact that Taiwan is a democracy. The PRC is not. But I realize that mine may be an outdated, old-school view these days. There once was a time when America stood for freedom, liberty, and democracy and not just chips.

[Matthew Tirman @mrtirman]

An exciting time in maritime tech, @altantutar. Here at @BedrockOcean it’s well beyond AUVs for surveys. Bedrock provides expeditionary seabed intelligence to oil and gas customers in the North Sea, persistent monitoring for US and allied naval forces and this week we are hunting for sunken treasure! Lots more to come.

[altan tutar @altantutar]

There's a different kind of robotics being built right now, and it's not on land.

While everyone debates humanoid timelines, an entire category is getting massively funded underwater.

Just look at the last 12 months:

1/ @saronic raised $1.75B Series D at $9.25B valuation from Kleiner Perkins, with $200M in revenue in 2025.
2/ @anduril's Ghost Shark went from prototype to US Navy Program of Record in 3 years. They've also won a $1.7B contract with the Royal Australian Navy on top of that.
3/ @vatnsystems raised $60M Series A from BVVC. Now the largest AUV manufacturer in the US, based in Rhode Island.
4/ @saildrone raised a $50M strategic investment from Lockheed Martin. Just launched Spectre, an anti-submarine USV with VLS strike capability.
5/ @UlyssesInc raised $46M Series A from a16z American Dynamism. Building "The Ocean Company" out of SF.
6/ @bedrockocean raised $25M Series A-2 from Primary & Northzone. Replacing fuel-hungry survey ships with AUV fleets for seafloor mapping.
7/ @bubblerobotics raised $5M pre-seed from Episode 1 & Asterion. Paris-based. Europe's first serious entry into underwater autonomy.

The ocean is 71% of the planet. There's still a lot to explore & build.

[Satellogic @Satellogic]

We’re excited to welcome Matt Clark, Brett Davis, and Jonathan Lee to our global sales team.

They bring deep experience across defense and intelligence, reinforcing our ability to support government customers as demand for persistent, sovereign geospatial intelligence continues to grow.

Members of our executive and global sales team will be attending #GEOINT this week. If you’re attending, we’d be glad to connect.

Read the full press release: https://t.co/LgMhw43K6G

[Satellogic @Satellogic]

Satellogic announces a $12M agreement to deliver a commissioned, in-orbit NewSat satellite to a sovereign defense customer.

We are enabling national autonomy by transferring flight-proven assets, providing immediate space-based intelligence with unmatched speed and efficiency.

Full details: https://t.co/ZYmXEnZfs6

[Matthew Tirman @mrtirman]

Today I’m CEO of @BedrockOcean.
Bedrock isn’t a survey company. It’s the subsea intelligence layer for the planet.
We own the full stack, AUV hardware, data acquisition, intelligence delivery. Vertical integration is the moat. The data is the product.
Dual-use by design: offshore wind. Maritime security. Seabed domain awareness. One platform, multiple missions. We’ve mapped Mars better than our own ocean floor. That ends now.
I’ve spent ten years in Earth observation and geospatial intelligence, most recently at @Satellogic. Same problem, different domain. The world acts on what it can see.
To the Bedrock team: you built something worth joining. Let’s go.
Grateful to Charlie Chiau, who built this and becomes our CTO today, and to our backers: @Northzone @PrimaryVC @CostanoaVC @HarmonyPartners @Katapult and the full syndicate.
Let’s go deep. 🌊

[Matthew Tirman @mrtirman]

@eternaltxts 1. Learn how to sell. Anything. It’s a muscle you can develop.
2. Read more than you do a other mindless activity: scrolling, video games. Your peers are not. It’s a differentiator.

[Matthew Tirman @mrtirman]

Hot garbage take of the week from the VC community. Such nonsense.

[Molly O’Shea @MollySOShea]

Ross @fubini says “There are only ~40 people in the entire US that are able to sell products to the government, period.”

"The most rarefied skill is the ability to do that effectively.. you're:

- @ssankar, Palantir
- Matt Steckman, @anduriltech
- Zach Shore, @hermeuscorp
- Scott Sanders, @ForterraDrive

You very quickly get to the end of the list."

[Idrees Ali @idreesali114]

The latest Economist cover says it all.

[Satellogic @Satellogic]

The Satellogic NASA CSDA webinar is now available on demand.

Last week, our team participated in the NASA CSDA webinar, featuring a deep dive into Merlin, our latest constellation addition, and what it enables for scalable Earth Observation.

We also covered:
• Available commercial multispectral data through the CSDA program
• Access methods
• Use cases aligned with research objectives
• Current and future capabilities, including service-level monitoring at scale and global daily remapping

Watch the full session on demand: https://t.co/4ucOD643xe

[Aravind 🌍 🛰 @aravindEO]

Out of the 119 payloads, at least 50 of them are Earth observation satellites - including first launches for some NewSpace companies, upgrades to existing constellations, national sovereign missions and technology demonstrations.

[Satellogic @Satellogic]

Our upcoming launch has just been confirmed by @SpaceX.

Join us to witness our two NewSat Mark V satellites expanding the Satellogic constellation.

[Satellogic @Satellogic]

Heading to #SpaceSymposium?

Don’t miss our Vice President, Space Systems, @LuchoGiesso, speaking at the session “AI Driven Change: Detection for Rapid Response.”

An insightful discussion on how AI is transforming detection capabilities to enable faster decision-making in space.

📆 April 15, 2026
🕒2:30 - 3:15 pm