Nebular

@PhilipJohnston @Starcloud_ @nvidia Let’s goooooo Starcloud!!

I am super excited to share that @Starcloud_ has raised a $170M Series A at a $1.1bn valuation to fuel our development of data centers in space 🚀 The round comes after the successful deployment of our first satellite, Starcould-1, a few months ago, which had the first @NVIDIA H100 on board and was the first to train an LLM in space. The funds will be used to develop our third satellite, which aims to be cost-competitive with Earth-based data centers in terms of AI inference cost. The round was led by @Benchmark and @EQT Ventures, and we are excited to welcome Benchmark GP, @Chetanp Puttagunta, to our board. We are also excited to welcome other new investors, including the world's largest infrastructure fund, @Macquarie Capital, @SevenSevenSix 7️⃣7️⃣6️⃣, Manhattan West, Adjacent, Carya, GSBackers, and Harpoon. We are very grateful for the continued support of existing investors, including @NFX, @NebularVC, @YCombinator, @FUSE_VC, @Soma_Capital, 3Capital Partners, Wyld VC, Tiny VC, and Taurus Ventures. Onwards!

NATO? Gone. The UN? Useless. Taiwan? Coercively unified with China. The future of global relations is being shaped before our eyes today in Iran. But are we too focused on the now to see the bigger picture? I sat down with the former UK Foreign Secretary, Sir Malcolm Rifkind, to talk about the next 25 years of conflict and diplomacy, and how to navigate a world where nobody cares about the old rules anymore. His stark warnings for the years ahead: The death of soft power Taiwan being much more important than Iran for Western security The potential NATO collapse by 2050 A 2050 world without America at the helm Sir Malcolm’s escapades with Gorbachev and the CCP Chapters: 00:00 Intro 01:05 Why Politicians Can’t Predict the Future 03:37 The Power of Double Agents in Spycraft 04:38 Social Media Diplomacy Was Inevitable 12:46 Soft Power is Dead 16:25 The Cult of Youth in Global Leadership 18:54 The West Must Think Long-Term to Survive 27:43 Technological Innovation Will Hurt Old People 30:58 The Chinese Will Eat Their Rich 38:11 Meeting Gorbachev and His Philosopher Wife 44:32 There Are No Good Guys and Bad Guys 46:46 Ukraine will Freeze Up like Korea, Kashmir, and Cyprus 47:55 Taiwan is More Important than Iran 53:23 How Smaller Countries Operate without Pax Americana 55:09 “The Chinese and the Russians Cannot Believe Their Luck” - on NATO Collapse 59:59 America May Not Be the Main Character in the Future Show Notes & Transcript in the comments👇

The genetic lottery is over, and yet no one is having kids. In the latest Forecast 2050 episode, @noor_siddiqui_, Founder & CEO of @OrchidInc, is building and envisioning a world where embryo screening and artificial wombs could become the default way humans reproduce in 25 years. We discuss: - The genetics revolution happening right now - Causes of plummeting birthrates - The moonshot nobody wants to fund: artificial wombs - Genetic enhancements to upgrade humanity - What goes wrong when old people run the world, and how to fix it Chapters: 00:00 Intro 00:50 Rolling the Dice No More: The Embryo Screening Revolution 05:27 Artificial Wombs Are the Tech Challenge of Our Time 07:47 Why Aren't We Having Kids? 17:03 The Broken Generational Contract 18:56 Nature Beats Out Nurture 21:45 AI & Genetic Technology Could Give Us Superhuman Powers 30:54 Noor’s Plan for 2050 37:10 What We Lose When Old People Run Everything Extended Show Notes & Transcript in the comments👇

If you email your consciousness to Mars do you die or is the copy still you? Will superintelligence gawk at us in human zoos or will they help uncover the meaning of life? Why the timeline to quantum secure your crypto was yesterday. Forecast 2050 - Episode II - Scott Aaronson Tom McCarthy and I got to speak with Scott at the most recent Q2B Silicon Valley to talk about how the next 25 years of quantum computing, AI, and cryptography will play out. We cover whether classical AI might eclipse quantum computing, how post-quantum cryptography will upend global security, and how superintelligence will factor into all of this. We also debate whether a quantum teleporter is a suicide machine and discussed how advanced AIs would help us uncover the fundamental nature of reality. Chapters 00:00 Intro 2:04 How AI & Quantum Computing Interact Today 10:36 Why Scott Thinks Classical Computing Might Outdate Quantum 18:24 We Must Prepare for the Post-Quantum World of 2050 27:43 Quantum Computing, Biology, and Consciousness 35:46 The Quantum Teleporter is a Suicide Machine 38:52 Superintelligence & The Ultimate Nature of Reality 45:00 The Battle Between Superintelligences Thanks to Q2B for helping us coordinate filming at the conference! Transcript & Show Notes in the comments👇

1/ Superconducting systems currently dominate on cycle time and control maturity, but they rely on 2D nearest-neighbor layouts. That works well for surface codes, but it creates scaling challenges: wiring density, routing overhead, and large physical-to-logical qubit ratios. 🧵

see you in paris next week for the @airstreet ai meetup! ft. @cyrildiagne of @bfl_ml, edouard of @GoogleDeepMind and yours truly on @stateofai updates! --> luma(dot)com/parisai

Whether you believe quantum computing is 2 years away, or 20 years away, it represents the biggest *existential* technical risk to Bitcoin and other digital assets. The prudent, conservative approach is to assume Q-Day is sooner rather than later, and to prepare accordingly.

@projecteleven 🔥

Project Eleven Raises $20M to Prepare Digital Asset Infrastructure for the Quantum Era Project Eleven, the leader in post-quantum security and migration for digital assets, today announced a $20 million Series A funding round led by Castle Island Ventures with participation from Coinbase Ventures, Fin Capital, Variant, Quantonation, Nebular, Formation, Lattice Fund, Satstreet Ventures, Nascent Ventures, and Balaji Srinivasan. The round comes as post-quantum cryptography becomes a planning priority for government and industry. Advances in quantum computing could eventually weaken elliptic curve cryptography (ECC), the public-key standard used by networks such as Bitcoin, prompting a staged transition across an ecosystem that secures more than $4 trillion in digital assets. Project Eleven is building the tools to make complex, multi-year migrations practical for networks and institutions, including readiness assessments, migration test environments, and deployment sequencing. “As quantum capabilities advance, the stakes couldn’t be higher. We can’t afford to ignore this existential risk posed to the digital asset ecosystem,” said Alex Pruden, CEO and Co-Founder of Project Eleven. “Trillions in value depend on these cryptographic assumptions. Networks like Bitcoin take years to upgrade because they’re governed cautiously by design. We’re focused on making the transition practical now, so the industry can migrate deliberately instead of improvising under pressure.” “Useful quantum computing is the biggest and most complex threat public blockchains have ever faced,” said Nic Carter, General Partner at Castle Island Ventures. “Project Eleven is building the practical bridge from research to real-world deployment.” Project Eleven is collaborating with the Solana Foundation and other leading protocols and Layer 1 ecosystems on post-quantum readiness planning and technical work. The company raised a $6 million seed round in June 2025 led by Variant and Quantonation, with participation from Castle Island Ventures, Nebular, and Formation. Project Eleven plans to unveil its next major product release in early 2026, adding capabilities for institutions, protocols, and end users looking to future-proof long-lived cryptographic systems. 🤝 @CastleIslandVC @nic_carter @cbventures @Fin_Capital_VC @variantfund @Quantonation @Nebularvc @formation_vc @lattice_fund @Satstreet @nascent @balajis 🤝 @apruden08 @conordeegan @graememoore @Dr_DAO_ @nuggimane 🤝

This morning, @axios broke the news: @aryahealth_ has raised an oversubscribed $18.2M Series A. This capital is fuel for accelerating our mission of using AI to bring humanity back to healthcare delivered across homes, communities, and screens. In a world obsessed with AI, we wanted to remind everyone that behind every algorithm, there are still people - the ones building it, and the ones it’s meant to help. So I asked my 9-year-old daughter Arya - the namesake behind the company - to help me tell the "human story". The story that somewhere along the way, we've made providers really busy with all the "chores" to be done around delivering distributed care. Forms. Portals. Calendars. Clicks. Text Reminders. Desperate phone calls. So busy that they don't have enough time-or resources-for what matters. Connecting deeply with those in need of care. And with those delivering care. We built Arya Health to fix that. Because the most urgent job for AI right now isn’t to become smarter than humans - it’s to make space for more humanity. And for that, it needs the best humans - the builders, dreamers, and doers who believe that technology should make people feel seen, not replaced. If you’re a provider and feel like busywork is keeping you from the humanity in care, please reach out. We'd love to help. If you're a builder and want to build AI with a focus on humanity, please reach out. We need you to move faster. -- Special gratitude to: 1/ @aikeho (@ACME ) for leading our Series A round, 2/ @byronling1 (@twelve_below), @Rosenrosen (@ridgevc) and many other early backers for doubling down on their conviction in Arya, 3/ @ColinEvans34598 (@OpenAI ) for seeing and backing our AI-powered vision, 4/ Industry leaders Fred Johnson, Chris Gerard, Sandra Bell and @guyfriedman for putting their trust in Arya as a customer, 5/ Melinda Phillips for hanging up her home care CEO gloves to come build the future with us, 6/ Arya's co-founder and CTO Arun for being the perfect yin to my yang, 7/ @FinnMurphy12 (@Nebularvc) for reminding me that it's my job to take big bets 8/ Joshua Rahn (Oceans) for reminding me that it's OK to be human 9/ @zachweinberg (Operator) for reminding me that it will take great pain, time and commitment to build the "next Flatiron Health" in NYC 10/ My partner in life Goksu Dogan for reminding me that if this was easy, anyone could do it... 11/ And my little Arya for reminding me every day that building a business is never "just business". It's personal. Especially in healthcare.

fun to close out the week on @tbpn with @jordihays @johncoogan chatting ai tings

Introducing ML-DSA-B, a variant of ML-DSA powered by BLAKE3 instead of SHAKE. Making use of BLAKE3's tree parallelism and SIMD-friendly design we see a speedup of up to 20% for signing, 30% for verification, and 60x for pre-hashing in initial benchmarks. From myself, @apruden08, @veorq, and @zooko

🪩The one and only @stateofai 2025 is live! 🪩 It’s been a monumental 12 months for AI. Our 8th annual report is the most comprehensive it's ever been, covering what you *need* to know about research, industry, politics, safety and our new usage data. My highlight reel:

On today’s show: – Altman teases “compute-intensive offerings” – McConaughey wants a private LLM – @john (Happy Dad) – @LauraDeming (Until) – @kimbal (Nova Sky Stories) – @shervin (Investor) – @StevenGlinert (Sphere Semi) – @ethanbarajas11 & @j_palmer00 (Icarus) – @awwstn (Howie)

An absolute pleasure hosting @philipjohnston to talk through @Starcloud_Inc1's plans for shifting heavy compute off-world. • Why orbital compute is the end-game • Building a 5GW data center in space • Radiation shielding H100s • The Era of Starship • Matrioshka brains

Today we launch Icarus Robotics. Backed by @Soma_Capital , Xtal, @Nebularvc , MTV, and angels like Charlie Songhurst and @TheOpenEyedMan. Huge thanks to our early team: @dim_anastasiou Iñigo, and @corentinartaud for making this real. The future of space is robotic.

if you're a terminally online venture capitalist this is the Ice Cube dropping 'No Vaseline' moment for nyc tech

When I was pondering a name for Nebular, the James Webb space telescope sent back its first images. Nebulae spotted light years away by a bunch of hexagonal mirrors floating in Earth's shadow - dust fusing to form stars. Felt like a good name. Needed a site & brand to match.