Raymond Tonsing

Caffeinated: @affirm @amcainc @antaresnuclear @AvenCard @saronic @vardaspace @virtahealth

[Raymond Tonsing @tonsing]

Go long, go big!

[Jai Malik @jaimalik]

I'm excited to announce that @AmcaInc has raised a $300M Series B at a >$1B valuation, led by @CaffeinatedCap with major support from @LightspeedVP, @a16z, @Lux_Capital, and others.

We're on a mission to reconstitute a supply chain that has too often put profit over country.

[Raymond Tonsing @tonsing]

Congratulations @benthompson. Very well deserved new income stream! Best to ever do it. Big fan. Enjoy.

[Raymond Tonsing @tonsing]

@HarryStebbings @satyanadella @Microsoft 🦾

[Wajahat Mughal @Wajahat]

Let me explain why is @VardaSpace is such an important company

A patient who has cancer has cells that have proteins that are activated leading to growth, replication and then damage.

Targeted drugs work on these cells in 2 ways:
1. Inhibit the receptor (the protein), essentially jamming its function until the drug wears off. An example is Tamoxifen, used in breast cancer to block oestrogen receptor binding.
2. Degrading the receptor altogether so signalling doesn't work and the cell needs to spend time recreating the receptor before it can work again, an example being Fulvestrant which degrades the receptor itself.

The second option here is important to understand because the effect of it significantly out lasts how long the drug lasts in your system. One type of these drugs is called PROTACs - it's a newer type of cancer drug that destroys these proteins (proteolysis) removing functions often related to cancer signalling.

Now these drugs are complex, 15+ chemical steps and can be upto 4x more heavy than normal drugs. With each molecule taking many shapes, when packed together, they often don't form a uniform lattice shape. On Earth, gravity leads to convection currents that feeds these molecules unevenly into the forming crystal, too fast resulting in non-uniform crystal formation.

These drugs:
- Dissolve poorly when ingested
- Have difficulties crossing cell membranes
- Lead to unpredictable bioavailability
- Require high doses in order to get enough drug in the system

Varda here by @WillBruey and @zebulgar aims to solves this with undisturbed crystal formation growth in microgravity.

With a new purer drug you get:
- Predictable bioavailability
- A more stable drug
- A better outcome for patients

This is Varda

[Raymond Tonsing @tonsing]

Found something new……

[Raymond Tonsing @tonsing]

🔥

[Varda Space Industries @VardaSpace]

We’re 3 for 3 in orbit this October. This time, it’s space drugs. W-7 carries pharmaceutical hardware and a promising new type of cancer medicine known as a protein degrader. Microgravity will help overcome one of its biggest limitations: poor solubility.

[Raymond Tonsing @tonsing]

@zebulgar Dang

[Raymond Tonsing @tonsing]

@immad @mercury Congratulations!

[Raymond Tonsing @tonsing]

✌🏻

[Raymond Tonsing @tonsing]

Hope you got out and hope you got high!

[Saronic @Saronic]

We’re growing fast. Come build with us. Explore over 200 opportunities to help shape America’s maritime future: https://t.co/1i01CX622M

[Raymond Tonsing @tonsing]

@byjepstein @grok who produced this USV and can you show me a picture of it?

[Dino Mavrookas @MavrookasD]

Growing fast and looking for hyper-talented people that want to solve hard problems, work on a mission-driven team and change the world together! If that’s you come join the top startup in Austin!

[Katherine Boyle @KTmBoyle]

Go @HadrianInc go 🇺🇸🚀💪

[Raymond Tonsing @tonsing]

Go @AvenCard 🚀
"My brother Mark’s buddy who was a senior executive at Amazon did a $200,000 aven loan to redo his kitchen and the guy was apparently super impressed with the entire process and the product"

[Dimi @Dimkell]

This is the tip of the iceberg for synthetic biology. Our data centers are still primarily powered by biology. Natural gas crimes from biology’s ability to organize matter in a negentropic way. Biology gives us order at very little economic cost. Programming it efficiently will lead to a new Cambrian explosion.

[Raymond Tonsing @tonsing]

So many job openings @Saronic.

[Saronic @Saronic]

Proud to share that Saronic ranked #1 on the 2026 LinkedIn Top Startups List in Austin! Read more: https://t.co/DrPQp7TCo9

[Dimi @Dimkell]

NYC is the epicenter of chicken innovation. Fun fact: chickens will soon account for a substantial proportion of NYC GDP.

[Raymond Tonsing @tonsing]

🔥

[Saronic @Saronic]

That's a lot of maritime superiority in one place.

[Zach Oldham @zachtheoldham]

We’ve spent a long time thinking about how agents will monetize. Our index blends semantic ranking for organic results with an auction-based ranking model to allow developer tools to sponsor some of the results in our list of suggestions made to agents.

Our method allows agents to maximize the % of revenue they can capture on commerce, while maintaining the highest quality product suggestions possible. Importantly, our solution ensures that new customer acquisition is actually incremental for merchants, delivering customers that they would not have acquired otherwise.

This has been wildly successful during our alpha and beta, so I’m excited to make it generally available.