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Josh Coyne
@josh_coyne
Girl dad. Partner @kleinerperkins. Fitness addict. Chick-fil-A loyalist. Cleveland roots.
612 Following    3.2K Followers
The Runtime keynote is live. Updates to Inference, Training, and Sandboxes including: 11:20 — Endpoint Candidates 16:30 — Modal Clusters 21:48 — VM Sandboxes 22:40 — Sandbox Sidecars And more
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AI is making cyber attacks faster, cheaper, and more capable. The right defense isn’t more alerts. It’s an AI-powered attacker of your own, continuously testing your defenses and automatically remediating vulnerabilities. And Armadin is building it. Congrats guys! I think this means Travis needs to eat a Krispy Kreme donut at the next board mtg to celebrate ;)
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Armadin raises $255.5M in Series B funding co-led by @a16z and @accel to bring proof, not assumptions, to the organizations that need it most. Read more:
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100% @modal 👑 arming the jevolution with GPUs. Y'all have been the best this week.
Bad day to be an Amazon vulnerability. Congrats Kevin! @ArmadinSecurity
Kevin Mandia — 30+ year veteran of digital defense — joins our Board of Directors. Learn more:
For the Season 2 premiere of Builders, @josh_coyne and I sat down with @katelyn_lesse and @angjiang from Anthropic to learn from their expertise building & using agents. We also dug into Anthropic's roadmap and what they plan to build vs. working with startups. Link below!
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The fastest company to ship production AI chips from scratch. @kleinerperkins is thrilled to back Gavin, Rob, Chris and the entire @etched team. We couldn't be more excited!
One thing that often surprises people is that there are only 30(!) engineers at OpenEvidence and we're <100 people total. We look for a very specific profile: people that are relentless, autonomous, driven, and brilliant. Healthcare tech does not have to be slow, and AI is ushering in a new wave of capabilities. Join us!
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While the industry raced toward building smaller satellites, @KaranKunjur and @neelkunjur took a contrarian bet that the future of space was in building bigger. Just four years later, their first successful mission, Gravitas, validates years of engineering breakthroughs, while more than $1B of signed contracts validates the demand. We @kleinerperkins are thrilled to co-lead @K2SpaceCo’s Series D as they usher in an era of abundance in space.
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🚨 New investment 🚨 We at @kleinerperkins are excited to co-lead @CuspAI's Series B. Everything physical is a materials problem: chips, batteries, auto, aerospace, etc. Yet the materials we use today are a tiny fraction of what's chemically possible, and discovery still takes 10+ years of trial and error. Biology went first: AlphaFold turned proteins into a search problem, and drug discovery reorganized around it. Chemistry never got its equivalent. CuspAI is building it: a search engine for materials that don't exist yet. Describe the properties you need; its agents generate never-before-seen candidates and simulate not just how they perform, but whether they can actually be made. The platform is already in the field, running live discovery programs against real customer specs. Additionally, CuspAI is launching its AI Materials Foundry today with 45+ founding partners incl. NVIDIA, Meta, Samsung, Hyundai, Applied Materials, Tokyo Electron, and more. Pooling data, labs, and compute. Every candidate synthesized and tested across the network feeds back into its models. Proprietary experimental data compounds with every partner. In short, LLMs reshaped how we work with information. @ac_edwards_1, @wellingmax, and the CuspAI team are going after atoms. We're excited to be in business with them on this noble pursuit. They're hiring!
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The next generation of semiconductors, batteries, clean energy systems, and advanced manufacturing will depend on materials that have yet to be discovered. @cusp_ai is building the infrastructure to find them. Today, the company launched its AI Materials Foundry, a global network of data, labs, compute, and scientific expertise designed to accelerate the development of new materials. We’re excited to co-lead CuspAI’s $450 million Series B alongside NEA and partner with @ac_edwards_1, @wellingmax, and the @CuspAI team as they expand across the United States, Asia-Pacific, and Europe. Hear more from @josh_coyne , Chad and Max ⬇️
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What's an industry measured in trillions of dollars, with 100+ yr old incumbents operating cost-plus biz models, with an aging-out workforce and declining productivity? The common refrain in Silicon Valley has been defense. But construction fits this exact same criteria. It's time to give the industry an AI-driven overhaul and supercharge American reindustrialization. Hear more from how @noah_schochet and @TerraFirma_Inc are doing exactly that!
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TerraFirma started with a question: when @SpaceX gets to Mars, who builds the city? @noah_schochet and @NoahMcGuinn worked on programs including Starlink, Starshield, and Starship. They saw that even at @SpaceX, physical infrastructure was often the bottleneck. Now they’re building the answer with @TerraFirma_Inc: a new kind of robotics construction company already deployed on job sites in Texas. The long-term ambition goes much further. Watch @josh_coyne sit down with @noah_schochet to talk about Series A, and the future of construction on Earth and beyond. Read more about our investment:
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Y’all aren’t prepared for what’s happening in Central Texas right now. We’ve got an insane cohort of founders quietly starting hardware behemoths left and right. The next decade is going to be insane.
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Thrilled to partner with @joshim5, @jackdent, @Mattmcpartlon1, @j_boitreaud, and the entire @chaidiscovery team! One of my core memories growing up is playing with 3D models of proteins on an old Silicon Graphics machine in my dad’s lab. Biology has come a long way since, and is only accelerating. Chai is partnering with the world’s biggest Pharma companies. Their models are being used to generate novel molecular designs and interactions, saving researchers valuable synthesis and test time and getting to promising therapeutic candidates faster. It’s just the beginning 🚀
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🚨 New Investment 🚨 Excited to announce @kleinerperkins is leading TerraFirma’s Series A. In 1931, we built the Empire State Building in 13 months. Today, a comparable skyscraper takes 6-7 years. Construction is one of the only major industries where productivity has actually fallen every year for the past 60 years. And it’s about to get worse: 40% of construction workers are set to retire in the next decade - just as American reindustrialization demands the biggest infrastructure build-out in generations. TerraFirma’s answer: bring autonomy to construction. The company has developed a hardware+software platform that can retrofit excavators, dozers, and loaders into autonomous machines, orchestrated by AI agents and a remote command center where one human operator can run 3-4 machines at once. Projects move ~3x faster and at significantly lower cost. And this isn’t a demo. They’re already in the field today helping to build substations, data centers, roads, schools, and more. TerraFirma’s co-founders Noah Schochet and Noah McGuinness met at Princeton and subsequently worked together at SpaceX, helping to build Starlink, Starshield, and Starship. Now they’re applying that playbook to how we build on Earth - and eventually, Mars. Let’s go! 🌍->🚀
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Today, we’re announcing that we’ve raised $115 million in funding, including a $100M Series A led by @kleinerperkins. America has lost the ability to build, and we’re here to restore it. My co-founder, @NoahMcGuinn, and I left our jobs at @SpaceX , where we worked on programs including Starship, Starshield, and @Starlink, to build a company that will solve construction’s greatest challenges. Infrastructure is the foundation of civilization, and construction is the precursor to innovation. If America wants to build a brighter future for the next generation, we have to make it faster, cheaper, and safer to build. That’s where @TerraFirma_Inc comes in. We’re a new type of company, a robotic construction company that builds the full technology stack needed to deliver an order-of-magnitude improvement in one of the world’s oldest, largest, most important, but least efficient industries. We are building technology that expands what’s possible in construction on Earth, and then we'll use that same technology to build megastructures and colonies on the Moon and Mars. We’ve made tremendous progress over the past year, growing the company more than 10x in the last 12 months. We are performing projects across the world. By the end of October 2026, we are on track to operate 3 of the top 3 largest robotic construction fleets in the world, each on a different continent, bringing unprecedented speed, scale, and efficiency to some of the world’s most complex critical infrastructure projects. This funding will allow us to step on the gas and scale our manufacturing, software, operations, and construction deployments, including work on massive commercial and government contracts. We’re building the future of construction right here in Austin, Texas, and scaling it globally. If you want to be part of the team changing the world, now and on Mars, join us. Our Series A was led by Kleiner Perkins, with participation from Bain Capital Ventures, Glade Brook Capital Partners, BANNER VC, Saga Ventures, Trust Ventures, Definition, PEAK6, Magnetar Capital, and Ravelin Capital. Huge thanks to all of our angel investors, friends, and family who have helped and supported us throughout this journey. Apply here:
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@kleinerperkins is thrilled to lead the Series A of @sailresearchco and I'm pumped to have joined the board. Agents executing complex work end to end is the ultimate promise of AI, but they are also extremely token hungry. With exploding token volumes, latency stops being the bottleneck. Cost and throughput become everything. Businesses simply cannot afford their inference bills in the age of agents and we're already seeing signs of the tokenmaxxing era running into budget caps, leaving tons of demand for intelligence unmet. @neilmovva and @blintzbase are two of the most precocious builders I've met and are building Sail to meet the moment. They are building *the* inference platform for long horizon agents that will enable every business to run their agents with maximum efficiency and lowest cost. In addition, they have built world class observability (Sail Voyages) and a stateful sandbox (Sailboxes) positioning Sail to be the one place where you operate and run your most critical agents.
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We're at a breakthrough moment in AI. The most direct path to its promise is AI that accelerates its own research, and @mirendil is building exactly that. A frontier lab rebuilt from scratch around AI R&D. This team has made mind blowing progress in the short few months they’ve been working together using their own systems. @bneyshabur, @HarshMeh1a @shayan_, @tararezaeikh and the Mirendil team have a rare mix of research depth, scale experience, and the instinct to ship. Expect(ing) big things. We’re proud to have been there from day one.
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I'd followed the @EngramLab team's work for years before they joined together to start the company. It was clear they were each obsessed with a problem most of the industry hadn't fully appreciated yet: memory. Engram gives an organization a memory its AI can reuse, so models stop relearning the same context on every query. The results hold up against frontier systems at a fraction of the cost. They are out of stealth today with $98M raised. So excited to lead their Series A & partner with @dan_biderman, @EyubogluSabri, @realJessyLin, @jxmnop, @scott_linderman, and Chris!
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Markie is one of the most prescient people I know on AI, and I've been lucky to have a front row seat since the beginning. @PoeticHQ hit an 8-figure run rate and became profitable in 2025 with just 4 people. At a moment when token ROI is under scrutiny everywhere, @markiewagner and the Poetic team have already built a viable solution. KP blog with the story behind the investment -
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The aging research will continue. Thank you @foundersfund for leading, @ThriveCapital, @Greenoaks and @QuietCapital for joining and all our insiders for coming back.