VP & Investor @VillageGlobal 🌎 Previously building @gigascale @beondeck @thehousevc I like data, startups, earth, and it's people 🤝 From CO ⛷ Currently CA 🌄
East Bay, CA
Joined October 2014
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Sam Kirschner retweeted
Apex is The Spacecraft Platform Company.
For most of space history, progress was measured in firsts. First satellite. First human in space. First Moon landing. The next era will be measured in rate: how fast you can deploy, replenish, and refresh the infrastructure everything else depends on.
That’s the New Space Race.
Winning it takes constellations: many satellites working together as systems. And constellations require two industrial capabilities: launch and spacecraft platforms.
Launch is ready enough. Platforms are not. Apex exists to remove that bottleneck.
Sam Kirschner retweeted
some quick thoughts on the benefit-risk profile of giving peptides to your dog, especially BPC-157 for osteoarthritis
Sam Kirschner retweeted
July: $300M at $10.3B
August: $700M at $21B led by Jane Street
Also August: the first rack ships to the firm that led the round.
44 days from TSMC test chips to running real inference workloads.
A quant firm buying your hardware and then buying your equity is the best benchmark result you can publish!
Congratulations @UbertiGavin @robertwachen & team @Etched 🚀
xitter.cf/Etched/status/20897290…
Best way to attract top engineers is put your office next to an epic climbing gym.
Has been true of Mission Cliffs for a long time, now Pacific Pipe. This area already has some epic companies in it.
When we backed @2112Power in Jan 2021, no one was paying attention to defense tech. What we saw was a brilliant, driven founder with a big vision for the future few could dream up and even fewer could execute - building the factories to re-industrialize America.
Today Chris is another step closer to that vision. Yet he's closer to the starting line than the finish. Congrats on the milestone to Chris and the @HadrianInc team, @villageglobal is proud to support you and can't wait to see what's to come.
Hadrian is announcing our $1.37B Series D - watch below for a comprehensive update on our plans to reinvest billions to meet generational demand for Factories-as-a-service & Opus, our physical AI platform for factory autonomy — as well as full stack munitions production, advanced foundries, international expansion, drone dominance, the Organic Industrial Base, and most importantly, increase Equity stakes for our workforce in LA, Alabama and Arizona.
Thank you to our team and investors for enabling us to accelerate our mission to reshore, rescale and upgrade the Defense Industrial Base.
The Factory is the Product.
Sam Kirschner retweeted
Today we're announcing our Series D: $1.37B in new capital at a $7.87B valuation to Reindustrialize America.
Thank you to all our investors. WCM Investment Management, @WashingHarbour, Valor Equity Partners, @137ventures, and @BaillieGifford led the round. @jpmorgan Chase's Strategic Investment Group acted as anchor co-lead, investing through the firm's Security and Resiliency Initiative. The round also included major participation by @1789capital, as well as participation from @MorganStanley Wealth Management, @apolloglobal, @TRowePrice, @a16z, @CapitalG, @foundersfund, @lux_capital, @AltimeterCap, @constructcap, and existing investors.
This round confirms our belief in a few simple things: America needs to Reindustrialize, Physical AI is real, transforming the world of atoms matters 100x more than the world of bits, and, most importantly, that the New American Workforce is the center of everything we do.
Here's what we've built, and what comes next.
Sam Kirschner retweeted
Hadrian is announcing our $1.37B Series D - watch below for a comprehensive update on our plans to reinvest billions to meet generational demand for Factories-as-a-service & Opus, our physical AI platform for factory autonomy — as well as full stack munitions production, advanced foundries, international expansion, drone dominance, the Organic Industrial Base, and most importantly, increase Equity stakes for our workforce in LA, Alabama and Arizona.
Thank you to our team and investors for enabling us to accelerate our mission to reshore, rescale and upgrade the Defense Industrial Base.
The Factory is the Product.
Today we're announcing our Series D: $1.37B in new capital at a $7.87B valuation to Reindustrialize America.
Thank you to all our investors. WCM Investment Management, @WashingHarbour, Valor Equity Partners, @137ventures, and @BaillieGifford led the round. @jpmorgan Chase's Strategic Investment Group acted as anchor co-lead, investing through the firm's Security and Resiliency Initiative. The round also included major participation by @1789capital, as well as participation from @MorganStanley Wealth Management, @apolloglobal, @TRowePrice, @a16z, @CapitalG, @foundersfund, @lux_capital, @AltimeterCap, @constructcap, and existing investors.
This round confirms our belief in a few simple things: America needs to Reindustrialize, Physical AI is real, transforming the world of atoms matters 100x more than the world of bits, and, most importantly, that the New American Workforce is the center of everything we do.
Here's what we've built, and what comes next.
Sam Kirschner retweeted
Earlier this month we wrapped up our 7th Villagers Retreat: a curated, invite-only gathering for founders, GPs, and angels in the redwoods above Santa Cruz.
This retreat's Learning Circles were led by Jake Cooper (@GrowTherapy_) and Tanay Kothari (@WisprFlow) — Jake on what it actually took to scale Grow to $1B in revenue, @tankots on taking necessary pivots.
In between founders connected on their challenges and successes, and took time to rest, recover, and rap (cc @dojideon).
We're grateful to everyone who showed up and went all in.
@sam_kirschner @lavanyaai @sumeet724 @shaneguML @cmschroed @victoriatr @maxkilberg @sniyogi @neogeomancer @pgillian____ @adwane @udayghatikar @shalin and many more!
Sam Kirschner retweeted
We @villageglobal are hiring an entry-level investor that serves as either the launchpad for a long career in venture or an incredible learning opportunity to prepare you for your next chapter as a builder and entrepreneur.
Here, you’ll be working in a culture that prizes both investment excellence and personal and professional growth. You’ll have a front-row seat to learn from some of the most exceptional founders and iconic CEOs in the world. You’ll co-host our legendary events. You’ll build a massive network. And we’ll partner with you so you can build the skills that will help you realize your highest potential as an investor.
Apply yourself, or refer someone you know who's great who's ready to hustle and we'll pay you a generous referral bonus:
villageglobal.com/careers/in…
Sam Kirschner retweeted
Etched is the first company to ship a chip designed AFTER ChatGPT. @Etched delivers WAY better inference hardware. Stunning ingenuity & velocity in @UbertiGavin @robertwachen & this cracked team!
Three years ago, two Harvard dropouts set out to build a better AI chip than the largest companies in the world.
Almost everyone I called at the time said it was impossible.
Today, Etched (@Etched) comes out of stealth with $800M total raised, $1B in signed customer contracts, and a working next-gen AI chip.
This was my excuse to ask the two founders, @UbertiGavin and @robertwachen, every question I have about compute and inference.
We discuss:
- Why they built an entire rack and not just a chip
- The two technical bets behind their architecture no one else has tried
- How two founders in their twenties recruited industry legends
- The night they nearly ran out of money
- Why whoever produces the most tokens wins
If you care about the future of compute, Gavin and Rob are two people to know. I think you will find the story of what they have built hard to forget.
Enjoy!
TIMESTAMPS
0:00 Intro
1:00 Why Nobody Believed Etched Would Work
14:06 Why Inference Is the Bottleneck
22:27 Gavin and Rob’s Origin Stories
33:24 Taking Huge Risks to Move Faster
49:43 Kernels, Compilers, and the AI Stack
1:02:08 Raising $100M to Survive
1:16:00 The Future of Models, Agents, and Intelligence
Sam Kirschner retweeted
We raised $8m to build self-healing software.
In 2026, software moves fast.
But monitoring and observability are still manual and slow.
@sazabi is a next-generation observability platform for fast-moving engineering teams.
Not another AI SRE.
Not another LLM observability tool.
A new, general solution to observability that works for any workload (including agents) and leverages AI for maximum speed and automation.
Time to suit up.
If AGI is close why do I need to submit a Google form to use my phone number across two Claude accounts
Sam Kirschner retweeted
Worth a gong indeed @feross & team @SocketSecurity! Congrats on the new round and on detecting 1,000+ zero-day supply chain attacks per week and protecting 20,000+ organizations like Anthropic, OpenAI, and Vercel. Growing revenue 500%+ YoY, Socket has emerged as a go-to security platform for AI-native companies.
@SocketSecurity is hiring!!
đź’Ş @SocketSecurity just raised a $60M Series C at a $1B valuation, led by @ThriveCapital.
Apparently that's worth a gong. đź””
Productivity hierarchy:
1 - Single and not looking
2 - In a great relationship
3 - Single and looking
4 - In a bad relationship
Sam Kirschner retweeted
I am thrilled to announce Worldbuild I, a $30M fund to partner with founders when conviction cannot be outsourced.
I sat down with @alexrkonrad to share our story (link below).
We are a thesis-driven firm that focuses on the nuances, runs toward new ideas, and aims to lead with original thought.
Worldbuilders we aspire to partner with create new categories, play infinite games, and produce a gravitational pull of attention – just as the most ambitious founders & creatives in history have done.
While quietly laying the foundations for the firm, we have been fortunate to partner with founders at the earliest stages of their journeys, including Evan at SF Compute, Paul at Browserbase, Srikanth at Truffle, Baiju at Aetherflux, and more.
Worldbuild is in many ways a culmination of my life experience and what will now be my life’s work. I have always found myself surrounded by entrepreneurs: my dad, my wife, my best friends; and there is nothing more fulfilling than being their consigliere and first call.
If you’re building your world, I'd love to connect.