Andy Tang

Our portco Latent AI is partnering with Voyager Technologies to advance the future of edge AI. This collaboration brings together Latent AI’s leading capabilities in efficient, adaptive AI models with Voyager’s expertise in autonomous systems and mission-critical technologies. Together they will unlock new possibilities for deploying AI at the tactical edge.

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#AmTech Weekly Roundup:    Varda Space Industries raised $187 million in Series C funding from Shrug Capital, Founders Fund, Khosla Ventures, Caffeinated Capital, Lux Capital, and Also Capital (Mike Annunziata). Varda designs and operates spacecraft that can manufacture pharmaceuticals and advanced crystals in microgravity before returning them to Earth safely.  Will Bruey, Delian Asparouhov, Daniel Marshall    MaintainX raised $150 million in Series D funding at a $2.5 billion valuation from Bessemer Venture Partners, Bain Capital Ventures, The D. E. Shaw Group Ventures, and others. MaintainX is an AI-powered maintenance platform for manufacturers, schools, hospitality, and other industries with large physical footprints.   Chris Turlica, Hugo Dozois-Caouette Polimorphic raised $18.6 million in Series A funding from General Catalyst, M13, and Shine Capital. Polimorphic is building an AI-powered CRM for local governments to automate workflows and improve citizen experiences.  Parth Shah #VC #Startups #GovTech #Space #Unicorn

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Building for the nation’s most critical technologies means rethinking how we approach human repair - from the battlefield to the lab bench. Harpoon is proud to back Somite AI in their $47M Series A, led by Khosla Ventures. Somite is developing the AI blueprints for functional human cells - combining cell therapy, large-scale simulation, and a novel foundation model for biology. Their platform represents a bold leap forward in programmable cell manufacturing, with the potential to unlock next-generation treatments for organ failure, degenerative disease, and more. We’re excited to support Micha Y. Breakstone 🇮🇱🎗️ and the Somite team as they push the frontier of regenerative medicine and build the infrastructure for truly scalable cell replacement therapies.

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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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🚀 Big congratulations to BQP on raising USD 5mn to scale their quantum-powered simulation engine for aerospace, automotive and other mission-critical sectors. The round saw participation from many renowned global investors, reinforcing confidence in their breakthrough approach. As an o2 Angels Network portfolio company, BQP exemplifies the kind of #deeptech we back — building foundational IP, solving non-trivial computational problems, and developing defensible technology moats. Their quantum simulation platform delivers capabilities classical systems can’t; enabling faster design cycles, higher accuracy, and safer, more efficient outcomes in complex engineering environments. This is not just innovation — it’s infrastructure for the future of aerospace, defense, and energy. 💡 At o2 Angels Network, we back founders solving high-impact, high-risk industrial challenges with technology that protects lives and transforms operations. Our portfolio includes Fabheads Automation, Green Tiger Mobility Pvt. Ltd., Eeki, CultYvate, Skye Air Mobility, NAVARS EDUTECH, Janitri, Velectron Labs Private Limited, Abhiyantrik Solutions, Nexstem, REGRIP "RE-ENGINEERED TYRES", SpaceFields, Unibose Technology Private Limited, BQP, Vgenomics, and many others pushing the boundaries of innovation. Onward and upward! 🌍🔬 #QuantumComputing #DeepTech #Simulation #Aerospace #IndustrialInnovation #IPDriven #TechnicalMoat #VentureCapital #O2Angels #NextGenTech

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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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Two articles I've been thinking about together this week: Amir Kabir at Overlook VC on "the defining tension of 2026: extraordinary concentration at the infrastructure layer, extraordinary democratization at the application layer" Take a read: https://lnkd.in/gyaFg-nB And Isaac Arnold's framework for what actually makes an application layer company durable: workflow entanglement, domain specific knowledge, and data that compounds from usage rather than just intelligence. Take a read for yourself: https://lnkd.in/gSDXA-vH Amir identifies where the opportunity is, Isaac identifies why most companies building there won't capture it durably and what separates the ones that will.

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We are pleased to announce a new investment in a startup developing quantum computer hardware. The neutral atom approach has rapidly emerged over the past few years as one of the most promising candidates for realizing quantum computing. At the same time, research and development toward building a truly useful quantum machine is still in the midst of global competition—an area where we believe Japan’s science can stand out on the world stage. From before the company was even founded, we have worked closely with the founding team, sharing the goal of “building a quantum industry in Japan that leads the world.” We are truly excited to embark on this great challenge together with a dream team of top domestic leaders now united under one vision. Beyond Next Ventures will spare no effort in supporting the company until the day a truly practical quantum computer is realized and changes the world. https://yaqumo.com/en/

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