Updated 1d ago

Tiago's Bookmarks

A collection of stuff that catches Tiago's eye daily.

8 Jun

Cool Company Raises · $115.0M

American Battery Technology Company raises a $115.0M round

American Battery Technology Company (ABTC), headquartered in Reno, Nevada, has pioneered first-of-kind technologies to unlock domestically manufactured and recycled battery metals critically needed to help meet the significant demand from the electric vehicle, stationary storage, and consumer electronics industries. Committed to a circular supply chain for battery metals, ABTC works to continually innovate and master new battery metals technologies that power a global transition to electrification and the future of sustainable energy.

5 Jun

Cool Company Raises · $200.0M

Auger raises a $200.0M Series A round

Auger is a new supply chain startup founded by former Amazon executive Dave Clark. The company focuses on innovative solutions to streamline supply chain processes. With a significant financial backing of $100 million, Auger aims to enhance operational efficiency in logistics. Its mission is to transform the way businesses manage their supply chains.

Cool Company Raises · $200.0M

Apex raises a $200.0M round

Apex is a Los Angeles-based spacecraft manufacturer specializing in productized satellite buses ranging from 100 to 500 kilograms. Founded in 2022 by Ian Cinnamon and Max Benassi, Apex addresses the growing demand for reliable, rapidly deployable spacecraft platforms in the evolving aerospace industry. By integrating software-driven design, vertical manufacturing, and scalable hardware, Apex delivers configurable satellite buses—such as Aries, Nova, and Comet—tailored for missions spanning Earth observation, communications, and defense applications. With a focus on rapid delivery and transparent pricing, Apex enables customers to deploy payloads efficiently, supporting the expansion of space-based capabilities across various sectors.

Cool Company Raises · $400.0M

Generalist AI raises a $400.0M round

Generalist AI is a developer of embodied robotics intelligence and foundation models, based in San Francisco, CA. The company focuses on creating advanced systems that enable robotic hardware to autonomously adapt to various tasks. They launched their core foundation model architecture in April 2026 and have a team composed of veterans from Google DeepMind and Boston Dynamics.

Cool Company Raises · $12.0B

Lovable raises a $12.0B round

Lovable is a platform that enables anyone to build apps and websites simply by chatting with AI, created by a small European team of serial founders, product engineers, physicists, and competitive programmers united by a passion for rapid, high-quality product building. On a mission to create the last piece of software the world will ever need, Lovable focuses on making software creation intuitive, fast, and accessible through AI-driven conversation.

4 Jun

Cool Company Raises · $465.0M

Helion Energy raises a $465.0M round

Helion is a fusion power company based in Everett, WA, with the mission to build the world's first fusion power plant, enabling a future with unlimited clean electricity. Our vision is a world with clean, reliable, and affordable energy for everyone. Currently, we are scaling up our latest fusion prototype to make our vision a reality. We’re hiring brilliant scientists, engineers, and builders passionate about developing world-changing technologies. If that sounds like you, check out our open positions.

Cool Company Raises · $500.0M

Nuro raises a $500.0M round

Nuro is an American Physical AI company building the world's most scalable AI driver. Founded in 2016, Nuro has refined its autonomous driving technology through extensive driver-out deployments. The company offers two flagship products to automotive manufacturers, suppliers, and mobility companies: Nuro Driver™ (Level 4) and Nuro Driver™ Assist (Level 2++), each combining automotive-grade hardware with AI-first self-driving software. Nuro's technology can be integrated into robotaxis, goods-delivery vehicles, and consumer vehicles—always with the same goal: to improve everyday life by making the benefits of autonomy available to everyone.

Cool Company Raises · $2.3B

Freepoint Commodities raises a $2.3B round

Founded in 2011, Freepoint is based in Stamford, Connecticut, and employs more than 600 people worldwide. The company is a global merchant of physical commodities, providing customers with physical supply and logistics chain management and services, along with environmentally friendly products and solutions.

Cool Company Raises · $2.0B

Benchmark Capital raises a $2.0B round

Benchmark Capital is a Silicon Valley venture capital firm known for its early-stage investments in technology companies such as eBay, Snap, Uber, and Twitter. After over 20 years of maintaining smaller fund sizes, Benchmark has recently raised $2 billion across two new funds, including a significant $1.25 billion growth fund. The firm has adapted its investment strategy to include more flexibility in funding capital-intensive startups, particularly in the AI sector. It aims to build deep relationships with entrepreneurs at various stages of their companies' lifecycles.

3 Jun

Cool Company Raises · $400.0M

Suno raises a $400.0M Series D round

Suno Inc. is a new crop artificial intelligence startup focused on building tools to automate the music-making process.

Cool Company Raises · $650.0M

Applied Aerospace & Defense raises a $650.0M round

Applied Aerospace & Defense (Applied) is a premier provider of advanced design, engineering, and vertically integrated manufacturing solutions for leading and next-generation space and defense technology companies. Applied builds complex hardware for extreme operating environments and is focused on three core markets: Space and Launch Systems, Defense Aviation and Airborne Systems, and C5ISR and Precision Strike Systems.

2 Jun

Cool Company Raises · $500.0M

Impulse Space raises a $500.0M Series D round

Impulse Space, the in-space transportation company founded by Tom Mueller, is opening access beyond Low Earth Orbit (LEO) with its fleet of in-space transportation vehicles. The flight-proven Mira vehicle uses a nontoxic, high-impulse chemical propulsion system to offer orbital transport, constellation deployment, and precision reentry services to customers from LEO to GEO. The high-energy Helios vehicle unlocks orbits beyond LEO with its powerful Deneb engine, dropping off payloads in MEO, GEO, heliocentric, lunar, and other planetary orbits. Led by a team that delivered the most reliable rockets in history, Impulse provides economical and efficient in-space transportation by reliably and rapidly getting customers where they want to go.

1 Jun

Cool Company Raises · $3.6B

MaintainX raises a $3.6B round

MaintainX is the leading maintenance and frontline execution platform designed specifically for industrial and frontline teams. It helps companies streamline maintenance operations, improve asset management, and manage regulatory compliance and audits—all while delivering insights that can improve the bottom line. As a mobile-first platform, MaintainX delivers a modern, IoT-enabled solution for maintenance, reliability, and operations teams. MaintainX is trusted by over 6,500 companies worldwide, including companies like Duracell, Brenntag, Cintas, Shell, Titan America, and many more. The company was founded in 2018 by Chris Turlica, Hugo Dozois-Caouette, Mathieu Marengère-Gosselin and Nick Haase. For more information, visit www.maintainx.com.

Cool Company Raises · $236.0M

Vesper Energy raises a $236.0M round

Vesper Energy is a developer, owner, and operator of utility-scale renewable energy assets, with a mission to develop, construct, and operate clean energy projects across the United States.

30 May

Cool Company Raises · $1.0B

Together AI raises a $1.0B Series C round

Together AI, the leading AI Acceleration Cloud, empowers developers and enterprises to train, fine-tune and run inference for generative AI models — delivering unparalleled performance, control, and cost-efficiency. The Together AI Platform supports a comprehensive range of top open source and custom models across multiple modalities, while offering flexible deployment options with the highest levels of privacy and security. Committed to advancing the frontier of AI through open collaboration, innovation and transparency, Together AI ensures that powerful AI systems remain accessible and flexible while creating optimal outcomes for society.

28 May

Cool Company Raises · $106.0M

Corgi raises a $106.0M Series C round

Corgi is an AI-native, full-stack insurance carrier built for startups, using modern infrastructure and artificial intelligence to handle underwriting, policy management, and claims so it can deliver fast, flexible commercial insurance tailored to growing companies.[2][5]

Cool Company Raises · $65.0B

Anthropic raises a $65.0B Series C round

AI research company

27 May

Cool Company Raises · $100.0M

Thea Energy raises a $100.0M Series B round

Thea Energy is a New Jersey-based fusion power company commercializing a planar-coil stellarator architecture, using arrays of mass-manufacturable superconducting magnets and software-defined controls in place of precision-machined 3D coils. Spun out of Princeton University and Princeton Plasma Physics Laboratory in 2022, it is an awardee of the US Department of Energy's Milestone-Based Fusion Development Program and is building the Eos integrated stellarator en route to its first commercial Helios power plant.

Cool Company Raises · $1.0B

Cognition AI raises a $1.0B Series C round

Makers of Devin, the first AI software engineer. We are an applied AI lab building end-to-end software agents. We’re building collaborative AI teammates that enable engineers to focus on more interesting problems and empower engineering teams to strive for more ambitious goals.

26 May

Cool Company Raises · $113.0M

OpenRouter raises a $113.0M Series B round

Unified interface for large-language-model (LLM) inference, providing a single API to access hundreds of LLMs from multiple providers with features like automatic failover, unified billing, privacy controls, and edge-deployed infrastructure.

21 May

Cool Company Raises · $355.0M

Modal raises a $355.0M Series C round

Deploy generative AI models, large-scale batch jobs, job queues, and more on Modal's platform. We help data science and machine learning teams accelerate development, reduce costs, and effortlessly scale workloads across thousands of CPUs and GPUs. Our pay-per-use model ensures you're billed only for actual compute time, down to the CPU cycle. No more wasted resources or idle costs—just efficient, scalable computing power when you need it.

Cool Company Raises · $700.0M

Hark raises a $700.0M Series A round

Hark is an AI lab founded by Figure AI CEO Brett Adcock, building a personal intelligence platform and bespoke hardware that aims to serve as a universal interface to AI assistants. The company is developing multimodal models that integrate with existing services, and operates an Nvidia B200 GPU data center to train them.

Where to next

Done reading? See what we do with it.

See the portfolio Read our thesis