Moonshots Capital

Headed to SF next week for MVS26 (Feb 11–12) with Team @MoonshotsCap. The Military & Veteran Startup Conference is the largest gathering of veteran founders, investors, and operators building high-growth companies. I’ll be speaking on Capital at the Front Line: Investing in National Security with an outstanding group of leaders. At Moonshots Capital, nearly ⅓ of our AUM backs veteran-founded companies, because mission, resilience, integrity, and drive are forged through service. If you’re building, investing, or supporting veteran entrepreneurs, this is the room to be in. Tickets: luma.com/mvs2026 #MVS26

The @SpaceX/@xAI acquisition valued at $1.25T isn't just the largest deal in history: it's a blueprint for solving AI's hardest problems. Frontier AI meets space infrastructure at unprecedented scale. AI's real bottlenecks are physical: energy, compute capacity, infrastructure. This deal tackles them through vertical integration. As investors in @xAI (now @SpaceX), @KellyPerdew, @CraigCummings, and the Moonshots Capital team are excited to see what they build next as they take on one of the most complex infrastructure challenges of our time.

SGNL (Fund 2) is being acquired by @CrowdStrike for $740M. SGNL redefines access & authorization with real-time, just-in-time decisions as risk and environments change. Huge congrats to founders Scott Kriz, Erik Gustavson, and the entire SGNL team, and to CrowdStrike.

Groundswell saw a 900% YoY increase in Giving Tuesday donations. On CNBC Fast Money, CEO Jake Wood talked about why purpose is becoming a core driver of employee engagement and how companies are responding. Proud to back the team.

Military leadership training is built for pressure, uncertainty, and hard decisions: skills that translate directly into building a company. The veterans we work with bring clarity, resilience, and a mission-first mindset that consistently stands out.

Just how much is the government losing to fraud every year? About $550 to $700 billion as reported on @60Minutes last night. Estimates like these are only climbing higher as we learn more about the extent of the fraud problem. Fraud rings are often linked to international groups and foreign governments. Fraudsters like the one shown below are now using deepfakes and other AI tools to try to impersonate Americans and steal their benefits. ID.me stopped this attack. If more government agencies leverage biometrics, they could prevent many more.

Exclusive: @GallatinAI, backed by @8vc (@JTLonsdale) & @MoonshotsCap (@kperdew ) dives into #AI-fueled military logistics. axios.com/2025/04/08/gal…

If you are a veteran OR have veterans on your founding team - you have to know this early-stage investor. This week's findfunding spotlight is on @kperdew from @MoonshotsCap. He: 🇵🇹 Is based in Lisbon, Portugal and the firm is HQ'd in Austin, TX 📺 Won Season 2 of The Apprentice with Donald Trump 🦄 @MoonshotsCap has invested in 120+ companies, amassing 27 exits and 15+ unicorns Amongst founders, @kperdew and his co-founder @unleashcraig are often described as co-founders - known for rolling up their sleeves and assisting founders 24/7 as board members, advisors, and networking catalysts. To get in touch, make sure to: ✉️ Pitch him through moonshot's website form (they review every submission and reach out if there is a fit) ✏️ Sign up for the @MoonshotsCap newsletter! For more, check out our funder spotlight card below along with Moonshots Capital's profile on findfunding[dot]vc (link in comments).

🔥Spexi Series A Fundraise Announcement🔥 We are so excited to announce our $11.5M Series A fundraise lead by @BlockchangeVC , followed by @MoonshotsCap and @protocollabs. We are transforming the aerial data industry with the largest, fastest-growing fully standardized drone imagery network, delivering ultra-high-resolution Earth imagery to industries worldwide—all with near-zero emissions. Why it matters: - 900x the detail of traditional satellite imagery - Cost-effective, real-time data for critical tasks like emergency response - Rapidly expanding into AI, gaming, smart infrastructure, and beyond - Built with blockchain tech and designed with the best minds in cryptoeconomics We will be using these funds to expand the network into more countries, further build out the team, and accelerate our blockchain development roadmap. We want to thank all of our employees, investors, advisors, drone pilot community, and customers for supporting this big bold vision. We are just getting started! Read more about the raise and our mission: spexi.com/blog/spexi-ann… Bloomberg coverage: bloomberg.com/news/articles/…

Exciting news! @IDme has closed a $67M investment through a tender offer led by @RibbitCapital, with support from VikingGlobal & @CapitalG. With 135M+ users & growing, ID.me’s digital wallet is transforming digital identity. network.id.me/press-releases…

Team addition! @unleashcraig and I are proud to welcome Kristyn E. Jones as our newest @MoonshotsCap advisor. Kristyn’s career includes top leadership roles in the Department of the Air Force, where she recently served as Acting Undersecretary — a role equivalent to a Four Star General. She was responsible for the organization, training, and equipping of @usairforce and Space Force. She also served as Assistant Secretary of the Air Force for Financial Management, and her leadership experience spans the public and private sectors, including senior positions at KPMG and multiple Fortune 500 companies. We’re thrilled to have her leadership helping us support our portfolio companies. Welcome, Kristyn!

Wednesday on Austin Next- Building moonshot companies requires extraordinary leaders @unleashcraig of @MoonshotsCap joins me as we talk his thesis, the nature of the ATX ecosystem, & why it's the perfect frontier city for mission-driven founders Can't wait to share!

We're proud to announce @OutpostSpace $33.2M contract with @AFWERX! This funding will help them pioneer multi-ton Earth return technology and support hypersonic testing. Exciting times ahead as they continue to revolutionize space logistics. 🌍🔄 #STRATFI #DefenseInnovation

“You're gonna need a bigger boat”

Big breakthrough for @outpostspace! @ImJasonDunn and team are a step closer to making in-space manufacturing and point-to-point delivery from orbit to Earth a reality by 2027. We are excited to watch them grow!

Generative AI inaccuracies are a great reminder of the importance of domain expertise. We agree with @gretel_ai that multiple small language models based on #syntheticdata are the way forward! Learn more below: 👇

Special thanks go out to our sponsors, @HoganLovells, @DLA_Piper, and @CooleyLLP for their trust and their support of the event. Stay tuned for more highlights and event content as we continue to explore the frontiers of innovation and impact!

The vibrant exchange of ideas, collaboration, and visionary leadership is vital for the future of investment and innovation. We are grateful to our speakers for the opportunity to learn from them, and to all the guests who joined us to make this event special.

What an incredible time at our second #ExtraordinaryLeadership Summit 2024! We love bringing together our community and all the extraordinary leaders we support and admire. Here's what we got to learn last week: 🧵