Andrew Ogawa

Honored and excited to partner with Drew Baglino and the incredible team at Heron Power as they re-imagine the electric grid for the modern world. Power in America is not zero sum. We deserve access to cheap and abundant electricity and we should win the AI race. And we must build the capacity to manufacture critical technology here at home. When faced with existential challenges, we deploy technology against them. And we win.

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🚀Initiation of Coverage Agility Robotics 🚀 We’ve initiated coverage on Agility Robotics for IPO CLUB’s flagship fund, America2030, within the robotics sector covered by me, with the help of Helen Zhou. Headquartered in Corvallis, Oregon, the company builds bipedal humanoid robots designed to operate in human-centric environments. Its mission is to solve labor shortages and automate dull, dirty, and dangerous tasks across logistics and manufacturing. 🔍Why we like Agility Robotics Commercial first-mover advantage: Achieved the industry’s first revenue-generating humanoid deployment with GXO Logistics, Inc., proving real-world value while competitors remain in pilot mode. Differentiated biomimetic technology: The Digit platform uses dynamic bipedal locomotion, passive dynamics, and a unique backward-leg design for efficient, human-like mobility across stairs, cables, and uneven terrain. Manufacturing scale readiness: The RoboFab facility in Salem— the world’s first dedicated humanoid robot factory—gives Agility a production runway toward 10,000 units/year, a 12–18 month lead over peers. 💡Notable Investors DCVC, Playground Global, WP Global Partners, Amazon, Schaeffler,Sony, SoftBank Investment Advisers, MFV Partners, TDK Ventures ⚔️ Competitive Landscape Primary competitors include Figure, Tesla, Apptronik, Boston Boston Dynamics, and Sanctuary AI. Agility differentiates through logistics-first commercialization, proven deployments, and factory-scale readiness, while others emphasize demos, internal R&D, or general-purpose manipulation capabilities. 🌍 With hundreds of robots planned for production in 2025 and RoboFab scaling toward 10,000 units annually, Agility is emerging as one of the most commercially advanced humanoid companies globally. By focusing on brownfield automation and real-world logistics workflows, it is building the backbone of next-generation warehouse automation and mobile manipulation. #Robotics #Automation #Humanoids #LogisticsTech #DeepTech #VentureCapital #America2030

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I’m lucky to work alongside colleagues like Richard Fruehauf, who constantly push my thinking. His latest piece unpacks why U.S. robotics and drone manufacturing faces uphill economics, and how public policy can help turn the tide. One key takeaway: 232 tariffs on robotics imports could help reset the economics that are holding back U.S. investment and production. It’s a sharp perspective on how policy can shape the future of advanced tech here at home. Well worth a read: https://lnkd.in/edMPTQPQ Richard Fruehauf, Robert J. Szczerba, Michael Lutzky, Edward Ovando, Karl Sanchack, Herman Herman, Jeff Legault, Phil English, Richard Fruehauf, Ryan Aument, Michael Guido, Sheila Fitzgerald Sterrett, David McCormick

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Ten years of Seraphim Space. From launching the world’s first SpaceTech VC fund to backing 145+ companies that have raised $8.9B, it's been a decade of driving innovation in defence, climate, and infrastructure from orbit. Explore the journey, timeline, and our latest podcast series with Candace Johnson: https://lnkd.in/eXf5ChiA #SeraphimSpace #DualUse #SpaceTech #VentureCapital #NewSpace #DeepTech #SpaceEconomy

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"Build the event you wish existed" That's what we at Monadical did last week at #NYTW. We wanted an AI Engineers discussion for Engineers. There's always a lot of events out there for VCs to network, or for startups to learn about G2M, but very little on lessons learned from actual engineers in the field. So that's the event we hosted. Big thank yous to our awesome panel, Roy Pereira, Ben Cohen and Corey J. Gallon. Here's the key takeaways and the AI tools we're using. 🚀 All three panelists independently called AI Agents the most transformative LLM application they’ve used. They specifically called out Claude 3.5 Sonnet for its accuracy and reliability. 🪨 We dug into how LLMs are “jagged”, not general. They can be shockingly good at some tasks and completely fail at others. Everyone agreed: good evaluations are critical (and hard.) 🧪 Corey noted how public benchmarks and reality are two different things. Most public evals are saturated or gamed. ♊ Ben emphasized that AI projects are actually two projects: building the tool and building the evaluation process. 🧱 We explored how falling dev costs may impact startup defensibility and labor demand. Roy shared that founders are already shifting strategies in response. ⚒️ In a world of daily AI launches, the panel discussed how they decide what’s worth attention, and what’s just noise. They called out tools like Goose, Aider, Claude Code, and Monadical’s own Cubbi, which helps run agentic workflows safely in dev environments. (links in the comments). CTA: What would you want to hear in an AI Applied Engineering talk you attended?

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"We are excited to add Swift Navigation as our 5th portfolio company in the EnerTech Global Strategic Mobility Fund. Our investment in Swift fits squarely in our autonomy investment focus area,” said Wally Hunter, Managing Partner at EnerTech, “Their precise Global Navigation Satellite System (GNSS) technology provides locational accuracy within one centimeter to improve the driver safety for autonomous driving and automated driver assistance systems (ADAS). The technology is also a key component in the industrial robotics space as the need for precise locational positioning becomes more important for rapidly expanding automation markets.”

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HawkEye 360’s Series E financing and strategic acquisition mark an important milestone. HawkEye 360, a Seraphim portfolio company, has closed the acquisition of Innovative Signal Analysis (ISA), adding significant depth in signal processing and engineering and further strengthening a mission-critical, end-to-end platform. This is supported by a $150m Series E preferred equity and debt financing round, providing the capital to integrate ISA and continue scaling with discipline in a demanding dual-use market. More details here: https://lnkd.in/eAHtFfCJ Congratulations to John Serafini and the entire HawkEye 360 team on a strong step forward. John’s latest letter is also well worth a read: https://lnkd.in/e6bU-59W #SeraphimSpace #DualUse #SpaceTech #DefenceTech #NationalSecurity #SignalsIntelligence #RF #SpaceEconomy

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Excited to share that LB Investment joined Whizzo’s USD 15M Series A round. This marks another step in LB’s active expansion into India, and we’re proud to support Whizzo as a long-term partner from Korea https://lnkd.in/gQgydHzm #Whizzo #LBInvestment #Korea #India #Beenext #Lightspeed #VentureCapital

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We’re excited to announce that KUnicorn Investment has signed a strategic Memorandum of Understanding (MOU) with TEDCO (Maryland Technology Development Corporation), a leading US-based innovation investment organization. Under this partnership, we will jointly: -Identify and evaluate technology-based startups -Pursue co-investment and fund linkage opportunities -Review technology valuation and commercialization feasibility -Collaborate on government/public R&D programmes -Support the global market entry of tech companies from Korea and the U.S. This collaboration opens up a bridge between Korea’s dynamic tech-startup ecosystem and the U.S. innovation infrastructure, providing a platform for accelerated growth and global expansion. We look forward to working with TEDCO and our portfolio companies to create transnational value and unleash innovation without borders. https://lnkd.in/gPDpmDtV https://lnkd.in/guXKbANS https://lnkd.in/g7_UMaPC https://lnkd.in/gtPwC3Zu

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