DCVC

At @DCVC, we back exceptional founders building truly transformative deep tech companies. We’re grateful to see the results of that work recognized by @Stanford's @IlyaStrebulaev 👇

“Pivot Bio is also allowing customers to lock in their prices through the 2028 season. Our administration continues to push others in the private sector to make similar commitments to our farmers.” Thank you, @USDA @SecRollins, for recognizing our commitment to American farmers. We look forward to continuing our work with the Administration to ensure farmers have access to the resources they need for successful planting seasons for years to come.

“Mythic’s pitch is a 1000x SWaP-C advantage, apples to apples against NVIDIA's 2028 roadmap.” Matt Ocko (@mattocko) discusses @DCVC 's investment in @MythicInc Semiconductor and the "Size, Weight, Power, and Cost" (SWaP-C) threshold required to displace dominant incumbents in the hardware space. “It either needs to be a 10x improvement, 100x improvement, or nothing.”

Access to space is solved. Impulse is building the highways to everywhere else in the solar system. Follow us into orbit: impulsespace.com

Yesterday marked an exciting milestone as we welcomed Governor Mike Kehoe, Missouri Director of Agriculture Chris Chinn, Missouri Director of Economic Development Michelle Hataway and local and state leaders to celebrate our new Centers of Excellence in Missouri. Our Greater St. Louis investment, more than $7 million, will help create high-paying jobs and expand our ability to serve farmers where it matters most. With our Centers of Excellence in Hazelwood and Creve Coeur, we’re closer than ever to the farmers we support.

It's a vibe for LOXSAT, our latest launch-plus-spacecraft mission for @NASA and @eta_space✌️ Our spacecraft has cleared environmental testing, including vacuum and vibrational testing - the moments where analysis meets reality to ensure the spacecraft & Eta Space's LOXSAT payload can withstand launch to space. Next up: shipping LOXSAT to New Zealand for launch later this year.

Bring on more reactors – nuclear just got a launch pad! ICYMI, @ENERGY selected Radiant for the Nuclear Energy Launch Pad. Thank you to @ENERGY, @govnuclear, and @NRICnuclear! inl.gov/news-release/n…

E26: A conversation with @mattocko, the Cofounder and Co-Managing Partner of @DCVC, a firm he started with @zackbogue 16 years ago. Matt started his career at @Oracle and then went on to join a $1 billion AUM fund called Helix Investments in the 90s where he learnt the lesson that venture is 90% people from Ben Webster. Matt coined the term “deeptech” almost a quarter of a century ago with @FutureJurvetson on a late 1999 winter night when they were talking about quantum computing being an investable category. DCVC has been investing in deeptech since its inception and has invested in companies like @RocketLab , @oklo, @planet, @agilityrobotics, @SentinelOne , @RecursionPharma, @confluentinc, @EvolvTechnology and many more. Timestamps: 00:00 - Introduction 04:45 - The Oracle Mafia 08:45 - Why venture outcomes are 90% people? 12:45 - The Great Man Theory 16:45 - What It Takes To Build a DeepTech Franchise? 20:45 - Customer trust in deeptech 24:45 - Disucssing Latus Bio 28:45 - How Moore’s Law and open-source enabled modern deeptech 32:45 - Validating nuclear energy on venture dollars 36:45 - The strategic failure of Chinese supply chain dependency 40:45 - What policy changes we need to decouple from China? 48:45 - Protecting energy markets and homeowner Equity 52:45 - How Pivot Bio disrupts global fertilizer monopolies 56:45 - The parallel journeys of Peter Beck and Elon Musk 1:00:45 - It takes a team to execute on vision 1:04:45 - Why every failed investment comes back to people 1:08:45 - First to market vs. first to scale 1:12:45 - You need a 100x better product at seed 1:16:45 - Overcoming the risk aversion of market 1:20:45 - Tidal Metals and the future of critical minerals 1:24:45 - Culture for successful organizations 1:28:45 - Closing @Peter_J_Beck @Will4Planet @RecursionChris @jaykreps

The drone threat isn't slowing down. Today we're announcing a $25M investment from @LockheedMartin -- the initial tranche of our Series B -- to make sure our response doesn't either. shorturl.at/NfPyi . . . #CounterUAS #DroneDefense #NationalSecurity

Traditional rocket fairings fall away as part of the launch process, making them either expendable or requiring recovery assets to capture and reuse them. Neutron rethinks this equation with the Hungry Hippo fairing. It stays attached to Neutron’s first stage, opening to release stage two and the payload during launch, before closing up and landing as complete unit with stage one, ready to launch again. It's all part of driving down launch cost and increasing launch cadence to give constellations better access to orbit.

yet another public #quantum computing company that @DCVC backed from scratch - go @horizon_quantum !

Excited to report that longtime @DCVC #quantum company @Horizon_Quantum (whom we've backed since 2018) has gone public on @Nasdaq ($HQ)! Huge congrats to @jfitzsimons and the whole team!

From the front lines in Ukraine to the stadiums of the 2026 @FIFAWorldCup, @FortemTech is redefining drone defense. With the Pentagon’s first-ever Replicator-2 purchase and a recent 100% capture rate in a 5-vs-5 autonomous swarm intercept, Fortem's solutions are battle-proven and ready to meet the scale of the threat. 🛡️🚀 More from @mattocko in 🧵

Terrific CERAWeek recap from @bradplumer in @nytimes featuring @DCVC companies @BrimstoneEnergy and @fervoenergy (link in 🧵) @BrimstoneEnergy CEO Cody Finke said it best: "If you’re going to solve the climate problem, you’re going to have to find solutions that just have fundamentally better economics."

At @DCVCBio, we see a need for a massive rein­vest­ment in the search for drugs that safely lessen anxiety, including existing compounds that have been shelved by big pharma companies. More on our thinking in 🧵

At Oklo, we’re focused on putting the full system in place to deliver next-generation nuclear across power, fuel, and isotopes. Recent milestones reflect that: → @NRCgov license for isotopes → Progress with @ENERGY on our isotopes test reactor and Aurora-INL powerhouse → Moving into @NRCgov readiness assessment for our fuel recycling facility → Agreement with @Meta supporting up to 1.2 GW of new nuclear capacity in Ohio We’re building, advancing fuel, and working through approvals in parallel—learning and iterating in real time. Oklo CEO Jake Dewitte shares more from Texas.  youtube.com/watch?v=brPGOg…

What an incredible week last week! ⚛️ From launching the first modular Q-PAC in the U.S. in record time to showcasing a 50x reduction in overhead with @nvidia #NVQLink at #GTC26, we’re delivering the modular #quantum infrastructure the HPC needs. 🔗: buff.ly/fGZqRD4

Signing off from Hill & Valley Forum in Washington DC. Some of the highest concentration gatherings of people doing great work for this country. Excited to continue investing in foundational technologies, from semiconductors and AI chips, to energy and robotics that move the needle for our national interest.

We're thrilled to participate in @halterHQ's $220M Series E at a $2B valuation! 🐄 At @DCVC, we look for deep tech solutions that solve massive problems using data + AI algorithms (or “cowgorithms” 😉). Agriculture is the backbone of global food security, yet it’s one of the least digitized sectors on earth. By replacing physical fencing with solar-powered collars that deliver audio and gentle vibration cues to grazing cattle, @halterHQ is giving ranchers and dairy farmers their time back and helping them manage land more sustainably. We are proud to be on this journey with the Halter team and excited for the next phase of growth. (More in 🧵)