DFJ Growth

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DFJ Growth

DFJ Growth

@dfjgrowth

Growth-stage Venture Capital

San Mato, CA Katılım Şubat 2009
159 Takip Edilen972 Takipçiler
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Kevin Tu
Kevin Tu@kevbtu·
Most software infrastructure was built around a simple assumption: humans were the pacing function. But that is starting to break. 📝 Agents Change the Infrastructure Equation open.substack.com/pub/signalproc… As AI agents take on more of the software workflow, from writing code to testing, retrying, and orchestrating across tools, the load pattern underneath changes in a real way. It gets more bursty, more concurrent, and a lot less predictable. An emerging bottleneck (and breaking point) is whether the infrastructure beneath the system can actually support software running at agent-speed. I’m sharing a few thoughts on what this means for reliability, security, observability, managed infra, and why the picks-and-shovels layer under AI may end up mattering more than most people think.
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Kevin Tu
Kevin Tu@kevbtu·
We first met @MavrookasD ~2.5 years ago and seeing how much the @Saronic team has accomplished since then is breathtaking. @dfjgrowth is thrilled to be a part of their journey to rebuild American shipbuilding and industrial leadership. Onward! Read our team's perspective: dfjgrowth.com/story/saronic @rglein @ChrisRShanahan
Dino Mavrookas@MavrookasD

Today we’re sharing some big news. @Saronic closed a $1.75B Series D fundraise at a $9.25B valuation, led by @kleinerperkins. Honestly, it’s a bit surreal to look back at how much has happened in such a short time. We started with a simple belief: the maritime world was being overlooked, and autonomy could change that in a big way. Since then, it’s been a lot of time on the water, building, testing, breaking things, fixing them, and doing it all over again — just trying to move fast and get better every step of the way. What makes me most proud though isn’t the milestone, it’s the team behind it. Saronic is what it is because of people who genuinely care about what we’re building and who push hard every day to do it right. That’s the part that really matters. This next chapter is about scaling up — faster builds, bigger footprints, and continuing to invest in American shipbuilding in a real way. We’ve got a lot of work ahead, and that’s the exciting part. Grateful to everyone who’s been part of this, from our team, to our investors and partners, and to our customers. Let's go!

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DFJ Growth
DFJ Growth@dfjgrowth·
Thrilled to back the @Saronic team in their $1.75B Series D. At @DFJGrowth, we love partnering with founders who are reimagining how critical industries are built – Saronic hits the mark with a clear-eyed vision that is both compelling and crucial. dfjgrowth.com/story/saronic
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Dino Mavrookas
Dino Mavrookas@MavrookasD·
Today we’re sharing some big news. @Saronic closed a $1.75B Series D fundraise at a $9.25B valuation, led by @kleinerperkins. Honestly, it’s a bit surreal to look back at how much has happened in such a short time. We started with a simple belief: the maritime world was being overlooked, and autonomy could change that in a big way. Since then, it’s been a lot of time on the water, building, testing, breaking things, fixing them, and doing it all over again — just trying to move fast and get better every step of the way. What makes me most proud though isn’t the milestone, it’s the team behind it. Saronic is what it is because of people who genuinely care about what we’re building and who push hard every day to do it right. That’s the part that really matters. This next chapter is about scaling up — faster builds, bigger footprints, and continuing to invest in American shipbuilding in a real way. We’ve got a lot of work ahead, and that’s the exciting part. Grateful to everyone who’s been part of this, from our team, to our investors and partners, and to our customers. Let's go!
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Saronic
Saronic@Saronic·
Saronic was founded to redefine maritime superiority for the U.S. and its allies—and today we’re accelerating that mission. We’ve closed $1.75B in Series D funding at a $9.25B valuation, led by @kleinerperkins with participation from Advent, @BessemerVP, @dfjgrowth, @BAMelevate, @8vc, @caffeinatedcap, @a16z, @eladgil, and @FTI_Global. This milestone comes at a defining moment for global and economic security. With this funding, we’re scaling the platforms and infrastructure needed to strengthen deterrence, drive economic advantage, and secure maritime superiority for decades to come. Learn more here: medium.com/saronic-techno…
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Impulse Space
Impulse Space@GoToImpulse·
A sustained presence on the Moon depends on delivering infrastructure to the surface at cadence. @NASAAdmin’s phased approach calls for regular cargo, surface systems, and scalable logistics. That means delivering rovers, power systems, communications, and habitation modules to the lunar surface. Our approach combines our Helios kick stage with an Impulse-built lander to deliver multiple tons of cargo per mission. Helios transports the lander from LEO to lunar orbit, enabling delivery to the surface without in-space refueling. A repeatable architecture aligned with how lunar operations scale. Read our proposed mission architecture: impulsespace.com/updates/to-the…
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TIME
TIME@TIME·
TIME’s new cover: SpaceX is racing to build its most powerful rockets yet with the goal of returning humans to the moon. Gwynne Shotwell is leading the charge alongside Elon Musk. Read it here: time.com/article/2026/0…
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Kevin Tu
Kevin Tu@kevbtu·
@dfjgrowth is thrilled to co-lead the Series C for @Xbow, partnering with @oegerikus & team to help solve cybersecurity in the AI era. 📝 Read our thesis: dfjgrowth.com/story/xbow-dev… XBOW is rethinking penetration testing for the AI era, turning a slow, point-in-time process into an autonomous, continuous security capability. In a world where attackers are moving at machine speed, security testing needs to do the same. Very excited about what is ahead for XBOW! @rsayar @samofort @morrwillie
XBOW@Xbow

Technology proven ✅ Market fit proven ✅ Now it’s time to SCALE 🏹🚀 Together with @dfjgrowth and @northzoneVC, we just announced a $120M funding round, valuing XBOW at over $1B. Our Autonomous Hacker was trained by elite human security experts. In 2025, we proved it can safely and effectively operate in real production environments. Today, over 100 customers worldwide already trust XBOW to protect their most critical assets. As AI allows attackers to move faster, defenders need the same continuous speed and capabilities. This milestone allows us to bring autonomous offensive security to the entire industry at the exact moment it’s needed most. Read more: bit.ly/4lA033O

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XBOW
XBOW@Xbow·
Technology proven ✅ Market fit proven ✅ Now it’s time to SCALE 🏹🚀 Together with @dfjgrowth and @northzoneVC, we just announced a $120M funding round, valuing XBOW at over $1B. Our Autonomous Hacker was trained by elite human security experts. In 2025, we proved it can safely and effectively operate in real production environments. Today, over 100 customers worldwide already trust XBOW to protect their most critical assets. As AI allows attackers to move faster, defenders need the same continuous speed and capabilities. This milestone allows us to bring autonomous offensive security to the entire industry at the exact moment it’s needed most. Read more: bit.ly/4lA033O
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Oege de Moor
Oege de Moor@oegerikus·
When I thought about investors for this round, I wanted two things: real operating experience to help us scale, and deep access to European customers and talent. With @rsayar, we get a seasoned operator to guide us. With @SanjotMalhi, we get incredible reach and connections. Thank you both for leading the round!
XBOW@Xbow

Technology proven ✅ Market fit proven ✅ Now it’s time to SCALE 🏹🚀 Together with @dfjgrowth and @northzoneVC, we just announced a $120M funding round, valuing XBOW at over $1B. Our Autonomous Hacker was trained by elite human security experts. In 2025, we proved it can safely and effectively operate in real production environments. Today, over 100 customers worldwide already trust XBOW to protect their most critical assets. As AI allows attackers to move faster, defenders need the same continuous speed and capabilities. This milestone allows us to bring autonomous offensive security to the entire industry at the exact moment it’s needed most. Read more: bit.ly/4lA033O

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DFJ Growth
DFJ Growth@dfjgrowth·
Thrilled to lead @Xbow $120 million Series C financing and partner with the XBOW team as they build toward a future where autonomous offense is the best defense. dfjgrowth.com/story/xbow-dev…
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William Morrison
William Morrison@morrwillie·
@dfjgrowth is leading @Xbow 's $120M Series C to reinvent offensive security Agentic attackers are scaling fast. Anything that can be exploited will be exploited. Security and dev teams need testing that moves as fast as modern software development. XBOW is transforming penetration testing from a manual, episodic exercise into an autonomous, continuous security capability. Its AI routinely finds critical vulnerabilities overlooked by years of conventional testing. Few entrepreneurs have helped define the future of both AI software development and software security, but that's @oegerikus. A visionary and a powerhouse with a cult-like following, Oege built Semmle in code security and then led the creation of GitHub Copilot to kickstart the AI coding revolution. Hacker intelligence at machine speed
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Kevin Tu
Kevin Tu@kevbtu·
Excited to announce our investment in @GoodfireAI. They’re pushing the frontier on AI interpretability: opening the black box and building tools that let us understand, guide, and shape model behavior. At @dfjgrowth we got so excited in conversations with @ericho_goodfire and the team about the potential impact that their research could have on the future of the AI industry. Interpretability is one of the critical pillars as we deploy AI at lightning speed. Thrilled to back a mission that transforms opaque AI into systems we can truly engineer, alongside @BCapitalGroup @SalesforceVC @MenloVentures @lightspeedvp Juniper Ventures & many more. Reach out if you want to learn more. 🔗 Read our thesis here: dfjgrowth.com/story/goodfire…
Goodfire@GoodfireAI

We raised a $150M Series B at a $1.25B valuation to fundamentally change the field of AI. Scaling is powerful, but we can't intentionally design what we don't understand.

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Goodfire
Goodfire@GoodfireAI·
We raised a $150M Series B at a $1.25B valuation to fundamentally change the field of AI. Scaling is powerful, but we can't intentionally design what we don't understand.
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Mitesh
Mitesh@mitesh711·
Today, @positron_ai is thrilled to announce a $230M Series B at over $1B valuation co-lead by our customer @jumptrading, @ARENA_pw and Unless and strategic participation from @Arm and Qatar Investment Authority. Super happy to also have @GavinSBaker (@Atreidesmgmt ), @TEDchris (Resilience Reserve), @AntonioGracias (Valor Equity Partners) and @dfjgrowth double down. It is the biggest validation for our team to have our customer lead our funding round. We continue to drive faster to build the most efficient inference chips in the market.
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Kevin Tu
Kevin Tu@kevbtu·
Thrilled to see @positron_ai raise a $230M Series B, a strong validation of the team’s vision and execution. Since @dfjgrowth invested at Series A, market pull for energy-efficient, memory-first AI inference has clearly inflected. In a power-constrained world, performance and economics matter, and Positron has made phenomenal progress, shipping Atlas systems and laying the groundwork for Asimov custom silicon. Excited to back @mitesh711, @trsohmers, and the team as they reshape AI infrastructure at scale. #AI #chips #semis #inference #Infrastructure businesswire.com/news/home/2026…
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SpaceX
SpaceX@SpaceX·
SpaceX has acquired xAI, forming one of the most ambitious, vertically integrated innovation engines on (and off) Earth → #xai-joins-spacex" target="_blank" rel="nofollow noopener">spacex.com/updates#xai-jo…
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Keşfet

@MavrookasD @Saronic @rglein @ChrisRShanahan @kleinerperkins @BessemerVP @BAMelevate @8vc