John-Bernard "JB" Duler

Entanglement, Inc. launches Maritech Intelligence Systems, Inc., a direct result of our recent acquisition of Applied Ocean Sciences (AOS) “This is what happens when decades of deep ocean science meets quantum-logic AI at scale. Maritech unlocks maritime intelligence capabilities that simply weren’t computationally possible before—at a moment when the oceans matter more than ever.” — Jason Turner

72

4 Comments

I’ve been working on the theory of why small, shippable factories are the perfect inversion to the centralized prefab factory model. It all collapsed into one line of math (credit to Gilles Retsin): Factory Efficiency = Usage × (Throughput × Product Value ) / ( CapEx + Deployment OpEx) The idea is that the closer you can drive Usage to 100 % while keeping the denominator tiny, the faster the flywheel spins.  A shippable microfactory tackles this by primarily focusing on a high Usage factor. Because the microfactory can be packed up afterwards and reused, its CapEx gets amortized over multiple projects, effectively raising its overall Usage across the year. If one project alone doesn’t fully occupy the factory, it can simply roll over to another job to maintain high Usage. Its CapEx is often an order of magnitude lower than a centralized factory (< $1M vs. $10-50M min), so the breakeven throughput is more achievable on a small pipeline of work. The real breakthrough here is portability. There is near-zero stranded capital and almost no idle time. To flesh this theory out, I wrote 3000 words on the topic for Brad Hargreaves and Thesis Driven. The article breaks down: - why “fixed factories, shipped goods” is being inverted to shipped factories, fixed goods - what a sub‑$1 M robotic cell does to CapEx per home versus a £45 M off‑site plant - early production/cost data on a shippable microfactory from Mollie Claypool, Gilles Retsin, Sam Baker and the Automated Architecture (AUAR) team - the hybrid reality of robots tackling the heavy structural components and human crews assembling faster and cheaper - technical constraints to pull this model off and future considerations on the optimal business model (own vs. rent) Major shoutout to Gilles Retsin for helping me pull this together. https://lnkd.in/eRTnbZPa

54

2 Comments

With RL techniques like GRPO, it’s become easy to fine-tune small models to outperform foundation models on vertical tasks. We’re open sourcing Osmosis-Apply-1.7B: a small model that merges code (similar to Cursor’s instant apply) better than foundation models. Links in comments! Using foundation models for high specificity, low complexity tasks like code merging can be overkill - instead, it’s better to use a specialized model instead for higher performance and latency. We fine-tuned the model on 100K real-world code commits where the model needs to merge a code edit snippet into an original code snippet. On the test dataset (subset of CommitPackFT), foundation model performance ranged between 0.77-0.93 reward score. In comparison, Osmosis-Apply-1.7B achieved a 0.98 reward score - while also being 3X-5X more affordable than the next cheaper model AND ~10X faster! Why this matters: the best AI agents use multiple models to ensure task specialization and reliability at scale - on top of cost and latency benefits as well. Links to the model and full write-up (with reward function, hyperparameters, etc.) are in the comments - reach out if you’re interested in using reinforcement learning!

240

18 Comments

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.

76

5 Comments

**Harbinger's Strategic Acquisition: Expanding Horizons in Autonomous Driving** Harbinger's acquisition of Phantom AI marks a pivotal step in the evolving landscape of autonomous transportation. By integrating advanced AI technologies, Harbinger not only enhances its operational capabilities but also diversifies potential revenue streams. At ElevenX Capital, we recognize that strategic acquisitions can propel startups into new market territories. How can early-stage investors identify startups on the verge of transformative acquisitions? #investing #innovation #venturecapital #entrepreneurship

5

#AmTech Weekly Roundup: Apex - Spacecraft Manufacturing raised $200 million in Series C funding from Point72 Ventures, 8VC, Andreessen Horowitz, and Washington Harbour Partners LP. Apex builds satellite buses (core body with power, propulsion, and communications) that customers can customize cheaper and quicker than building bespoke buses for each mission.   Ian Cinnamon, Maximilian Benassi    Rainmaker Technology Corporation raised a $25 million Series A from Lowercarbon Capital, 1517 Fund, Long Journey, Garry Tan, and Naval Ravikant. Rainmaker uses drones for cloud-seeding. In addition to agriculture, they are thinking of it as water infrastructure: why build more pipes and canals when the clouds can do the heavy lifting?  Augustus Doricko    Jericho Security raised a $15 million Series A from Era, Lux Capital, and Gaingels. Jericho uses generative AI help corporations run cybersecurity trainings and simulations against increasingly sophisticated AI phishing attacks and social engineering.   Sage Wohns #VC #NationalInterest #USA #Startups

42

1 Comment

Generative AI’s greatest potential lies in the physical world, where the ability to simulate, design, and iterate faster can reshape trillion-dollar sectors. That’s why we’re thrilled to announce that N47 is leading Luminary Cloud’s $72M Series B. The Luminary team is pioneering the Physics AI Model Factory, underpinned by a GPU-native physics simulation platform. This technology is designed from the ground up to unleash the performance of modern GPUs and generate the high-value datasets that power next-generation AI. Now, engineers can run hundreds of design iterations overnight instead of waiting days. AI models trained on physics-grounded data can suggest new aerodynamic designs or optimize energy systems in ways previously impossible, and companies across industries can accelerate their innovation cycles while reducing cost. With co-founders Juan Alonso and Pete Schlampp, Luminary has the technical depth and operational experience to define the new era of Physics AI. We’re proud to partner with them as they create the future of simulation and redefine what’s possible in the built world. Learn more about Luminary Cloud’s vision here: https://lnkd.in/gbjeWrvy 

119

6 Comments

Activist Group Builds 7.9% Airgain (NASDAQ: AIRG) Stake and Pushes For Sale They [the activist investors] state they bought the stock because they view it as materially undervalued and criticize the Board for what they describe as highly ineffective creation of sustainable shareholder value since the 2016 IPO. They note the share price is more than 50% below the $8.00 IPO price, with no dividends paid. #governancearbitrage #corporategovernance #boardsofdirectors #valuecreation #activistinvesting #performance https://lnkd.in/gp6bYJj6

3