Randy Glein

336 posts

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Randy Glein

Randy Glein

@rglein

VC @ DFJ, Dad, Tech Builder, Gator, Trojan, Bruin

Menlo Park, CA Katılım Mart 2008
390 Takip Edilen1.3K Takipçiler
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Gwynne Shotwell
Gwynne Shotwell@Gwynne_Shotwell·
Weeeelllll, I guess @Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David :)
Brian Basson@BassonBrain

Verizon, AT&T and T-Mobile said on Thursday they agreed in principle to form a new JV with an aim to address long-time coverage gaps, especially in rural areas, by using satellite-based technologies. This comes as the industry increasingly worries about what Elon Musk’s @Starlink Mobile might do to shake up the terrestrial mobile space. Musk has said he’s not going to put the U.S. terrestrial carriers out of business, but at the same time he’s expanding Starlink and buying up more spectrum...

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DFJ Growth
DFJ Growth@dfjgrowth·
Getting to space was step one. Tom Mueller @lrocket helped power SpaceX to orbit. Now, with Impulse Space @GoToImpulse, he's solving the harder problem — moving through space with the precision it demands. Founder Story: dfjgrowth.com/founders/tom-m…
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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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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…
TIME tweet media
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Jocelyn Kinsey
Jocelyn Kinsey@Jocelynkinsey·
Fun time chatting defense tech investing with @StevenSimoni on @DroneUltimatum Podcast - thanks for having me! We cover what we @dfjgrowth look for as long time VCs in the category, how the battlefield is changing and the pressing need for defense innovation (shout out to portcos @SpaceX @anduriltech @VannevarLabs @hiddenlevelinc @GoToImpulse), & how startups can most effectively partner and scale w the government.
The Drone Ultimatum@DroneUltimatum

NEW POD: Defense isn’t SaaS. Jocelyn Kinsey (DFJ Growth) joins to discuss defense as a "hits-driven business" and what most VCs get wrong. We cover: - capital flooding into defense - drone warfare shifts - how winners actually emerge Available now on Spotify / YouTube / Apple Podcasts.

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Randy Glein
Randy Glein@rglein·
Space-based data centers make total sense, especially with low cost launch and high mass to orbit via Starship. The sun offers a free, abundant and clean energy source that can be harnessed through massive solar arrays to power satellite AI data centers. The climate in space offers a natural source of cooling & ventilation for AI compute clusters. Then you launch a constellation of solar-powered satellites that have have embedded power and cooling advantages. The satellites each house a GPU farm for AI computing/processing. The satellites will have high frequency up and downlinks plus wideband laser crosslinks to create the ultimate AI network. And voila…you have a AI compute system in space that serves the massive genAI demand of humanity.
Elon Musk@elonmusk

@PeterDiamandis With the advent of Starship, there is finally a path to solar-powered AI satellites at massive scale. It is the only path I can see that would allow for deployment of 1TW/year of AI.

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Anduril Industries
Anduril Industries@anduriltech·
Anduril is No. 1 on @CNBC's Disruptor 50 list.
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Randy Glein
Randy Glein@rglein·
So excited for @dfjgrowth be joining the @GoToImpulse team after knowing Tom Mueller since the earliest days of SpaceX. After joining the SpaceX family 16 years ago, we’ve been looking for another opportunity to participate in the intersection of the emerging space economy and the innovation economy. Impulse is it — delivering transformative advancement in propulsion and space vehicle technologies. They are making responsive in-orbit mobility a reality for space logistics and space defense applications. Ad astra!
Impulse Space@GoToImpulse

We’ve raised a $300M Series C to #MobilizeSpace. 🚀 It’s one of the largest venture rounds in space industry history—and it means we’re growing our team and scaling production to keep accelerating in-space mobility. Since our founding in 2021, we’ve flown two successful Mira missions, signed over 30 commercial and government contracts, and maintained our timeline to deliver Helios in 2026. We’re building the infrastructure to move anything, anywhere in space. And we’re just getting started. Learn more: impulsespace.com/updates/impuls… #ImpulseSpace

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Barry Schuler
Barry Schuler@BSchuler·
We are thrilled to announce DFJ Growth’s launch of our $1.2B Fund V. It was been quite the journey captured by Allie Garfinkle at Fortune Termsheet dfjgrowth.com/story/investin…
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Randy Glein
Randy Glein@rglein·
Announcing our new $1.2B fund, DFJ Growth V. Here's our blog post about it: dfjgrowth.com/story/investin…. Thanks to the visionary founders who let us tag along as they define the future. Thanks also to our investors who enable us to do the coolest job in the world as we look around corners for the next big wave of innovation and iconic tech companies in the making. We are 20 years in, constantly imagining the future, and it feels like we are just getting started! Find us at dfjgrowth.com and on X @dfjgrowth. Let's go!
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Keşfet

@dfjgrowth @ambrosiaenergy @longmier @sara_spangelo @Starlink @lrocket @GoToImpulse @Saronic