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- Scheduled Shipment #82
Happy Friday.
Semiconductor lasers, robotic mushroom harvesters, and supply chain “mages.” We saw a bit of everything getting funded this week. It is a kaleidoscope of innovation and technological advancement in service of a higher purpose: creating shareholder value. Read on, dear reader.
$279 million raised across 13 startups.
Top News
Meta set to spend $72 billion on AI infrastructure as compute arms race escalates.
AI chip startup Groq nears a $600 million raise at a $6 billion valuation.
Flexport sells former freight unicorn Convoy’s tech two years after buying it.
Timeline
Figure 02 is autonomously doing laundry in CEO Brett Adcock’s home using Figure’s in-house developed Helix AI model.
— The Humanoid Hub (@TheHumanoidHub)
10:41 PM • Jul 30, 2025
Astranis is now a prime contractor for a @SpaceForceDoD Program of Record.
We've been selected for Phase I of Protected Tactical Satcom-Global, an up to $4 billion program to launch small geo comms satellites on an aggressively fast timeline. That is what we do best.
Game on.
— John Gedmark (@Gedmark)
10:13 PM • Jul 29, 2025
The State of The Gundo
Gundo had this huge hooplah moment in early 2024. The Party Bus™️ was the peak.
Many said it was all noise. Candidly, at that point, it was a lot of noise. A dozen pre-seed companies actually don’t have much hardware or traction to show off, which should
— Augustus Doricko (@ADoricko)
3:42 AM • Jul 31, 2025
Massive Fundings
Makersite, a 7-year-old Stuttgart, Germany startup that provides AI-powered product lifecycle management platform services, raised a $70.2 million Series B led by Lightrock and Partech with participation from SE Ventures, Hitachi Ventures, and KOMPAS VC. More here.
Swift Navigation, a 13-year-old San Francisco, CA startup that provides centimeter-accurate positioning solutions for autonomous vehicles and robotics, raised a $50.0 million Series E led by Crosslink Capital with participation from NEA, Eclipse Ventures, EPIQ Capital Group, First Round Capital, TELUS Global Ventures, Potentum Partners, Niterra Ventures, AlTi Tiedemann Global, GRIDS Capital, Essentia Ventures, Shea Ventures, and EnerTech Capital. More here.
xLight, a 4-year-old Palo Alto, CA startup that produces lasers for the semiconductor industry, raised a $40.0 million Series B led by Playground Global with participation from Boardman Bay Capital Management and Morpheus Ventures. More here.
Calo, a 6-year-old Riyadh, Saudi Arabia startup that provides food delivery services, raised a $39.0 million Series B Extension led by Aljazira Capital with participation from Nuwa Capital, STV, Khwarizmi Ventures, and Al Faisaliah Group. More here.
4AG Robotics, a 2-year-old British Columbia, Canada startup that provides autonomous robotic harvesting devices for commercial mushroom farms, raised a $29.0 million Series B led by Astanor Ventures and Cibus Fund with participation from Voyager Capital, InBC, Emmertech, BDC Industrial Innovation Fund, Jim Richardson Family Office, Stray Dog Capital, and Seraph Group. More here.
Mid-Size Fundings
AIR, a 7-year-old Pardes Hana, Israel startup that produces electric VOTL aircraft, raised a $23.0 million Series A led by Entrée Capital with participation from Dr. Shmuel Harlap. More here.
Estes Energy, a 1-year-old San Francisco, CA startup that provides zero-emission battery packs for mobility and industrial applications, raised an $11.0 million Seed led by BMW I Ventures and Fortescue with participation from New System Ventures and DCVC. More here.
Magentic, a 1-year-old London, UK startup that provides an AI agent platform for supply chain optimization, raised a $5.5 million Seed led by Sequoia Capital with participation from The Westly Group, First Momentum Ventures, and Rosberg Ventures. More here.
Smaller Fundings
Nexxa.ai, a 1-year-old Sunnyvale, CA startup that provides an AI-powered industrial engineering platform, raised a $4.2 million Pre-Seed led by Andreessen Horowitz with participation from Augment Ventures, Propeller Ventures, Plug and Play, Beat Ventures, SBI, Untapped Ventures, Cross Atlantic Angels, Rick Berry, and Pat McCarthy. More here.
Mango, a 3-year-old Monterrey, Mexico startup that provides a construction payments & lending platform, raised a $3.0 million financing led by Ironspring Ventures with participation from Brick & Mortar Ventures, Great North Ventures, Buildtech Ventures, Incisive Ventures, and First Check Ventures. More here.
Dockware, a 2025-founded Tulsa, OK startup that provides a shipment data capture platform with real-time insights, raised a $2.5 million Pre-Seed led by Zenda Capital with participation from Four-More Capital, Karman Ventures, Cortado Ventures, Starframe Capital, Hustle Fund, and Operator Stack. More here.
CVector, a 1-year-old New York, NY startup that provides real-time industrial data platform services, raised a $1.5 million Pre-Seed led by Schematic Ventures. More here.
Spear AI, a 5-year-old Washington, DC startup that provides maritime data & sensor platform for the defense industry, raised an undisclosed Seed from Scare the Bear Capital and Cortical Ventures. More here.
Thanks for Reading!
-Greg
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