Jackson Moses (🇺🇸,🇹🇼)

Find this thread insightful? Give me a follow and retweet it. I’m a 2x founder and early stage space, defense, and frontier tech investor. See what I’m up to ⤵️ jacksonmoses.com

@SebJohnsonUK @marvinliao @dealroomco @grok what was the average entry price paid by each of these firms? Which firm has the best DPI for decacorns?

Sequoia is literally so much better than any other firm. It is an outlier among outliers. 68 of its companies have become decacorns. The next best (Coatue) has backed 36. Data from @dealroomco

Jensen selling out America in Beijing. Serial behavior at this point. Trump admin is key enabler. The graft is real. reuters.com/business/retai…

Everyone doing defense tech now. wsj.com/business/autos…

@CUAS_NEWS @Furientis @brody_franzen For reference @SilentVentures

🇺🇸 El Segundo based Startup Furientis (@Furientis), founded by Brody Franzen (@brody_franzen) and Aris Simsarian is out of stealth and and announced a $5 million pre-seed round led by Silent Ventures. "Led by Brody Franzen and Aris Simsarian, the company is building next-generation interceptor systems engineered for high-volume production. Like other great neo-primes, Furientis is attacking the core issue: depleted magazines, painfully slow replenishment cycles, and exorbitant pricing structures. Through rapid design-build-test loops, vertical integration, and manufacturing capacity, the company has embraced first principles to deliver what current and future threat environments demand." - Silent Ventures According to the company their first product will be a short range surface-to-air interceptor. "Our first product will be a short range surface-to-air interceptor. But from there, the form factor will extend naturally to different variants to accommodate other platforms, launchers, and mission sets. The core technologies behind the first missile variants will then be used for additional families of novel rocket powered effects." Learn more >> tinyurl.com/3f2287kp

@vc Long @AmcaInc @IronsteadUSA

Short Transdigm, long America

@sourceryy @FarroYossi @a16z Scouts. They contract scouts.

.@FarroYossi says " Every single venture firm should have an office in Israel." "I think one person really missing out on Israel right now is @a16z." "I'm calling out a16z. I think you guys should open up a venture firm in Israel this year." "Shabbat Shalom."

@amitisinvesting Or Epstein affiliation

Bill and Melinda Gates Foundation sold 100% of their Microsoft $MSFT position… The guy who created Microsoft just had his foundation dump the entire stake, 7.6M shares. Either he thinks Microsoft is over or he completely hates valuations in tech right now 😂

@per_asp3ra @SilentVentures @Saronic @Castelion @Furientis Thank you my friend 🤝

@jamoses92 @SilentVentures @Saronic @Castelion @Furientis Turns out all the hard work pays off. Congrats Jackson

Strong end to the week for the @SilentVentures portfolio. Thanks for the hard work and relentless dedication @Saronic @Castelion @Furientis. - Furientis raises $5M pre-seed led by Silent Ventures. - Castelion partners with Saronic for containerized hypersonic launch. - Castelion receives 500 unit production order from DoW, with option to increase to 12,000 Blackbeard missiles. - Castelion partners with US Navy for F/A-18 hypersonics development. Americans are safer and better off because of you! Kudos to your teams!

@MollySOShea Chat with John at @harbingermotors

Is anyone building autonomous RVs? Feel like that’s a missed op

@brody_franzen @AtomsNotBits @adampbry 🤝

@AtomsNotBits @jamoses92 @adampbry @jamoses92 is elite and Aris and I are excited he’s apart of our Day one team.

Daily Hard Tech Headlines: - @Furientis has launched. The El Segundo startup is building low-cost interceptor missiles designed for mass production and secured a $5M seed round led by @SilentVentures. - @SkydioHQ secured a multimillion-dollar follow-on contract with the U.S. Air Force to expand X10D drone deployments across EOD units for situational awareness and standoff support during bomb disposal missions. - @KodiakRobotics, the autonomous trucking startup, secured a pilot with West Fraser, the Canadian lumber company. Kodiak will deploy its autonomous trucks to haul timber in the remote Canadian forest. - The Department of Energy has awarded $94M to eight companies to push forward the light-water small modular reactors industry, the companies include - Argentina approved two major lithium and copper mining projects, with investment totaling over $2B. - The Royal Navy tested forward-deployed medical capabilities inside a containerized pod at sea (pictured below), with the system now at TRL 8. The unit carries its own power redundancy, water capacity, waste handling, medical oxygen production, and equipment sterilization systems. - @Moto is deploying $100M to scale the manufacturing and supply chain of Silvus Technologies, which develops wireless communication technology for the defense and civic end markets. They will build out a 165,000-square-foot manufacturing facility in Salt Lake City, Utah. - Transit Tech Lab, the accelerator created by the Metropolitan Transportation Authority and the Partnership Fund for New York City, selected 18 startups to work with major New York-area transportation agencies, including the Metropolitan Transportation Authority, Port Authority of New York and New Jersey, NYC DOT, NJ TRANSIT, and NYC DDC. Key hard tech companies include In In A Blink, developing photonic wireless technology for sensor data transfer, and CYVL, developing infrastructure failure detection technology. - DZYNE Technologies, the Irvine defense tech firm, has launched a new Group 1 UAS (pictured below) developed for swarm deployment and affordable mass.

@ItsElanaGold This guy. Not even close.

Who is going to win putting data centers in space? Starcloud Cowboy Space SpaceX

@QuiverQuant Go figure. All the CEOs on AF1 to China.

BREAKING: President Trump just filed thousands of personal trades. Most of them were made months ago. Some of the buys include: - Dell, $DELL - Intel, $INTC - NVIDIA, $NVDA - Palantir, $PLTR - GE Aerospace, $GE - Sandisk, $SNDK - Bloom Energy, $BE Full trade list below.

Don't sleep on @brody_franzen and the @Furientis team.

@NathanLands @SilentVentures @Furientis @BessemerVP @svangel @humbavc @VanderbiltU @Liquid2V @anduriltech @ereborbank @armada_ai Thanks @NathanLands. I certainly think so!

@jamoses92 @SilentVentures @Furientis @BessemerVP @svangel @humbavc @VanderbiltU @Liquid2V @anduriltech @ereborbank @armada_ai Congrats! Sounds like a great mission

Excited to finally share this update. @SilentVentures is privileged to lead @Furientis' $5M Pre-Seed raise alongside some incredible partners, including @BessemerVP @svangel @humbavc @VanderbiltU @Liquid2V and angel founders from @anduriltech @ereborbank and @armada_ai. Under the seasoned leadership of Brody Franzen and Aris Simsarian, the company is manufacturing missile interceptors for machine-on-machine dispatch. Never before has America's magazine coverage been so at-risk. The prior administration boldly proclaimed how "we're only giving our allies the old stuff." To be clear, there is no "old stuff." There's just "stuff," and these inventories are nearly depleted. Never before have we been so vulnerable. Furientis is the fix. While we did not plan for this raise to coincide with the @DeptofWar's rapid replenishment and procurement announcement, I think I speak for the team, fellow investors, and Americans writ large in thanking @SecWar Hegseth for modernizing acquisition frameworks and, instead of simply paying lip service to U.S. national security requests, actually actioning initiatives that protect, strengthen, and amplify the Western defense apparatus.

@McK_Sand @milspecshitpost Good one McKenzie

@jamoses92 @milspecshitpost Amazingly indistinguishable from a meme stock fanboy comment (looking at you $ASTS). "Well if the company's hardware is so bad, how come its stock is up?" Financialization ruined* American industry in the first place, and this guy's coming back for seconds

Oh well I didn’t realize they were doing it officially. Well that changes everything, clearly RTX is finished and all current/future contracts should be immediately handed over. Surely the fellas at Castelion have a replacement for everything from the SM-6 to the coyote

@MinuteofZombie Sure bro. We’ll go with your two cents. DoW isn’t the standard. Your opinion is.

@jamoses92 @Castelion The day a VC backed bro defense firm shoots down an RV in exo we’ll talk.

12,000 hypersonic missiles. @Castelion will officially manufacture and deliver more missiles than RTX. This is their first formal production contract. Imagine how quickly neo-primes will replace legacy incumbents. Absolutely nuts. castelion.com/news/castelion…

@pitdesi But do they expense to the fund? This is the question.

A16Z is the largest donor in the midterm elections: $50M to Leading the Future (AI Super PAC) $47.5M Fairshake (Crypto SuperPAC) $17.7M to MAGA Inc. + RNC

@milspecshitpost Great. Go purchase RTX leap options, cheer against America, and harvest the tax losses when your insider perspective falls flat.

@jamoses92 “Outsider”. I’m an engineer. I’ve worked defense. Forgive me if I’m not impressed by a company with a marketing budget seemingly larger than their engineering department and whose only claim to fame is launching an L3 class rocket from an 8020 rail disguised as an MLRS pod