Mason Angel

The Genesis of hardware focused Venture Capital came from the partnerships between private capital, public universities, and Government agencies. It was born in the 1960's, fell out of favor in the 80's and is now reborn in the 21st century.

One of our Zenith engines fitted into the stage 1 aft module... things are starting to come together. 🚀🔧

For all humanity. 🚀🇺🇸

@JackKuhr @realKunalAShah I cannot stress enough how important it is to have investors on the cap table that have the aptitude and flexibility to double, triple, and even quadruple down on subsequent fundraising rounds.

Xona is moving right along the seed to Series D path of its cohort.

The next phase of the space and defense economy is being built by companies rethinking the underlying systems. Great to see @LunarOutpostInc and @XonaSpace recognized on @FastCompany's Most Innovative Companies of 2026. Full list ↓ fastcompany.com/most-innovativ…

Proof on orbit + means of deployment = the world's first commercial satellite navigation constellation Our $170M in Series C funding marks the start of scaled manufacturing for our in-house satellite at our new Burlingame facility to launch our entire constellation over the coming years.

To build a sustained human presence on the Moon, we are building @NASAMoonBase, prioritizing surface operations and scalable infrastructure.  - Frequent robotic landings and mobility testing including MoonFall drones  - Starting in 2027 nearly monthly cadence of equipment and rovers with scientific payloads landing on the Moon.  - Investments in power, communications, and surface mobility  - Scalable infrastructure to support long-term human presence The objective is clear: build the foundation for an enduring lunar base and take the next step toward Mars.

VCs investing in space startups on the premise of "lower launch costs"

Stoke reading the language of the act and looking at their secret SuperNova rocket plans like

@JackKuhr Show me the backlog

Sierra is far more than Dream Chaser and inflatable stations. The company was valued at $8B in the $550M Series C announced today. Revenue was reportedly around $800M last year. Up from $500M in 2024 and $260M in 2022. To put that in perspective: Annual revenue, roughly: - Rocket Lab: $600M - York: $350M - Intuitive Machines: $220M - Voyager: $150M Sierra leans heavily into defense (so it goes with space businesses) - Power and spacecraft components - Prime on SDA tracking layer tranche 2 (very important) - Resilient GPS contract - $1.5B in defense contracts won since 2023 - Dream Chaser will likely be more of a Pentagon asset than a NASA one Interesting they chose not to raise this money on public markets. I assumed they would have given their scale.

February brought real industrial scale across the i(v) portfolio. Satellite servicing, reusable launch, advanced nuclear manufacturing, and commercial LEO infrastructure moving forward. ↓ @StarfishSpace @stoke_space @AntaresNuclear @voyagertech

Lunar Outpost's autonomous robotic rovers keep lunar construction, maintenance, and infrastructure deployment moving, with or without crew. Purpose-built for sustained lunar operations, our rovers are: • Efficient and cost-effective at scale • Spaceflight-proven, with key systems and subsystems achieving TRL 9 on Lunar Voyage 1 • Radiation-resilient and lunar-dust-repellent • Equipped to survive the long lunar night Built to accelerate a Moon base for America. #LunarOutpost #DrivingArtemis #TheNextLeap #SpaceTech #Innovation

@Catholic_Astro @DarthLordFelix @luke_leisher_ You forgot the hundreds of millions that went into Sierra Space and Dreamchaser.

Who do you think NASA gives money too? SpaceX, Blue Origin, To key Lab, ULA, LM Space, Boeing Space, Firefly, Relativity Space, Stoke Space. They help support a lot of private companies. Without NASA, none of this would be possible. So please, stop shitting on NASA. They’re great

>More SLS flights >More HLS flights >Lower risk moon landing >gives suits more time >death to EUS >ULA gets afloat while Grumman gets their shit together with the nozzles Insane move. Jared proving himself the GOAT as usual.

@TaylorCSargent @PhilipJohnston Starcloud and Phillip definitely earn that right. Glad to have a higher concentration of startup space talent in Seattle. Green lights to Seattle!

@PhilipJohnston Ah I see - then maybe!

If anything, Stoke, Starfish, and Portal started the Seattle space trend.

Why is the NASA Deputy Administrator important? Just ask the commercial space industry where they'd be if Lori Garver hadn't been in that post in 2009-2015. The nation would be totally f*cked, waiting for Vulcan. And Starliner would have been the sole spacecraft, built on a cost-plus contract with even longer delays.

@VladSaigau Can, not necessarily will. There is no economic incentive to low prices without competition.

Falcon 9 booster hit 33 reuses recently If all goes wrong and Starship never becomes reusable, but the SuperHeavy booster can be reused 30x times, cost to LEO still drops to $250/kg, which is a ~3x improvement over Falcon today.

@beller @stoke_space @StarfishSpace @Starcloud_ Green lights to Seattle!

We are in the “containerization” era of space. Containers reshaped the world & rapidly reusable launch will do the same. s/o to @stoke_space @StarfishSpace & @Starcloud_ for doing the hard work (we 🫶🏻 you)

History doesn’t fully repeat itself, but cost curves rhyme. @_dmuus_ (brilliantly) calls out that what we’ve seen - time & time again - is that infrastructure comes first & imagination follows.

VC pivoting into defense tech: “We think this company has the best technology and that the DoD will realize that.” Me:

@kmh @LionnetPierre @arstechnica Nonsense, competition is driven by launch opportunity and cost. Nova is attempting to deliver a rapid fully reusable rocket that fulfills both requirements. What happens to Neutron if SpaceX decides to start lowering their F9 rideshare cost or have dedicated F9 launch < $20MM?

@LionnetPierre @arstechnica Rocket lab has the right thesis. You can’t compete on your opponents’ strengths. You have to find where you are strong and they aren’t.

Love the diverging perspectives here (from @arstechnica Rocket report)

@booster_10 Bet the guy who helped design those engines is stoked @TaylorCSargent @spacecasetayl0r

Vulcan did some insane spins during todays flight. Huge props to the BE-4s for keeping it stable. 📷:Spaceflight Now

Happy to announce an extension of our Series D financing round to $860M, adding $350M to the initial $510M raised in October 2025. This brings our total funds raised to $1.34B. We're grateful to our investors and excited to bring our fully and rapidly reusable Nova rocket to market while accelerating future elements of the product roadmap. Learn more: stokespace.com/stoke-space-te…