Kim Bent me-retweet
Kim Bent
173 posts
Kim Bent
@KimKBent
Director of Capital Formation @AltimeterCap, fmr VP @Blackstone; fmr @UBS; 5 handicap ⛳️ views personal
Menlo Park, CA Bergabung Mayıs 2012
285 Mengikuti470 Pengikut
Kim Bent me-retweet
Kim Bent me-retweet
We’re proud to announce that K2 Space has been selected by @SES_Satellites to manufacture 28 K2 satellites for meoSphere, SES’s next-generation MEO network.
The program marks a step-change in how MEO systems are built and operated, combining higher power, greater flexibility, and a more scalable approach to production. As SES CEO Adel Al-Saleh told Bloomberg, "You've got to be doing it in a one-year cycle. It's exactly what we're going to be changing."
The initial batch of 28 high-power satellites will significantly boost SES's MEO network capacity, and operate as the foundation for its new network of ~100 satellites in MEO.
Read more via Bloomberg ⬇️
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Kim Bent me-retweet
Congrats XBOW on another milestone! If you're a security leader thinking about how to keep pace with AI-powered attacks, the XBOW team (@oegerikus @nicowaisman Niro Albert Jonaki + team) would love to hear from you.
When we first invested, the thesis was simple: AI would reshape offense before it reshaped defense. Attackers wouldn't wait for permission to use LLMs. Defenders needed an autonomous system that could match that speed.
Since our investment, XBOW has proven the thesis. Top of the HackerOne leaderboard. Over 100 customers. Running safely in live production at some of the most security-conscious companies in the world.
What excites me most is what comes next. The shift from point-in-time pentesting to continuous autonomous security testing is just beginning, and XBOW is defining the category.
Excited to be on this journey w Ron @Konstantine @laurenmhreeder @wmccarthy11 and welcome our friends Sam Fort Ramin Sayar William Morrison Sanjot Malhi!
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Kim Bent me-retweet
Kim Bent me-retweet
There's a narrative going around that Block layoffs are all about right-sizing COVID over-hiring + bloat vs. @jack's claim of efficiency gains from AI, mainly "evidenced" by showing total HC over time, but the reality is Block is one of the most efficient payments companies on a Gross Profit per Average FTE basis pre-layoffs…
Yes it's probably true that Block (+ everyone else in ecomm/digital payments) over-hired during COVID but it's also true that they >3x'd gross profit from 2019 to 2022 as the digital economy accelerated… and eventually they grew into their "bloat" + drove operating leverage through 2025
The layoffs today likely just further extended their lead above peers while their CFO cited a >40% increase in production code shipped per engineer since September on the call. The real question is whether AI-driven productivity gains can also translate into top-line re-acceleration, and early signs say yes → Block raised 2026 GP guidance to $12.2B (+18% YoY), accelerating off 2025's 17%, with ~40% fewer people
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Standing ovation at the State of the Union! Huge moment for @InvestAmerica24 @TrumpAccounts and of course, @altcap ! 👏🏻🇺🇸💙❤️🤍
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Kim Bent me-retweet
On this President’s Day - if you have a child under 18, take 2 mins to claim their life long investment account! The Invest America Act - every child forevermore a direct shareholder in the grt companies of America! 🇺🇸🚀trumpaccounts.gov
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Kim Bent me-retweet
Kim Bent me-retweet
Kim Bent me-retweet
1,000,000 sign-ups in the first three days.
A milestone — and a beginning.
Every child in America is eligible for @TrumpAccounts, start building the next generation of opportunity today.
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Kim Bent me-retweet
Altimeter Signals 🔎
In a growing market, don’t just obsess over change in share %, slope matters more! @OpenAI @GeminiApp
Disclaimers: altimeter.com/terms.
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Kim Bent me-retweet
Heard from VC LPs: In 2025 - for the first time ever - deal volume outpaced fundraising, and by a large margin. This isn’t just reflect dry powder from previous yrs, it reflects the massive amount of direct, coinvest / SPV capital deployed by LPs👇🏻
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Kim Bent me-retweet
Huge congrats to the @ClickHouseDB team! Working with @ceo_clickhouse and team over the last ~5 years has been a treat!
clickhouse.com/blog/clickhous…
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Kim Bent me-retweet
Huge congrats to @maltekosub and the @parloa_ai team on their Series D! 🚀
Customer experience is one of AI’s biggest frontiers. Parloa stands out by solving the hard stuff: enterprise scale, 100+ languages, and complex regulations.
We’re proud to have led the B, co-led the C, and now welcome @htaneja + friends our friends @generalcatalyst leading the D. Let’s go!
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Kim Bent me-retweet
Congratulations to @2112Power and @HadrianInc on another major milestone for American manufacturing. 🇺🇸
As the U.S. accelerates its push to reshore critical supply chains across aerospace, defense, and infrastructure, Hadrian is building the next generation of high-throughput, AI-enabled factories needed to secure industrial leadership and national resilience.
Proud to continue to support the team as they scale capacity, grow a skilled American workforce, and help reindustrialize the country at speed and scale. 👩🏭🏭🇺🇸
Hadrian@HadrianInc
We’re excited to announce we’ve raised additional capital at a $1.6B valuation led by @TRowePrice with participation from @AltimeterCap, D1 Capital Partners, @stepstonegroup, @1789Capital, @foundersfund, @Lux_Capital, @a16z, @constructcap, @137ventures, @washingtonharbour, RTX Ventures, @haystackvc, and many others to meet the generational demand for reindustrialization in America. This expanded capital enables us to accelerate our work rebuilding America’s industrial capacity. We are scaling factories, expanding workforce training, and advancing the AI-powered manufacturing systems required to rebuild domestic industrial capacity at speed and scale. Grateful to our partners and team as we continue executing on the roadmap ahead.
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Kim Bent me-retweet
Huge news. Congrats Founder @JonathanRoss321 @sundeep & seed investor @chamath on a huge outcome that will change the game yet again for AI systems in 2026. 🚀🚀 cnbc.com/2025/12/24/nvi…
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💯agree with @MeghanKReynolds - spot on!
Meghan Reynolds@MeghanKReynolds
Heard from @theinformation about VC LPs this week: This 📊 from this week haunted me. For any of us that raise VC $$, this year was anything but quiet. I think this data is wildly understated. Why? 👇🏻 1. This data doesn’t include SPVs. Like them or not, co-invest or single deal SPVs alongside funds are a standard & large part of the industry. This isn’t broad retail offerings, this is just co-invest. My rough and unsubstantiated guess would be that SPVs would double the amount of capital raised this year across the industry. 2. Does it include Growth? Venture Growth or Late stage funds had a huge comeback starting in Q2 with a number of funds launched and being raised. These aren’t “VC” funds but by most LPs put them in the VC allocation 3. Data includes funds that are reported to pitchbook as closed or from filings. May not include funds raised but not yet fina close I do think # of funds continues to be low. The big are getting bigger and the Emerging Manager/Opp Fund boom in ‘21 has not come back @Katie_Roof observations that LPs need liquidity is also spot on, but my observation is that did not keep LPs off the AI / VC sidelines this year, particularly as public market increases provided denominator relief
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