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Jonathan Lacoste
@lacostejonathan
Backing hardware founders at inception | @TheAmbitionCap
1.8K Following    16.1K Followers
We are building large power transformers in America again 🇺🇸
$250M Series D $2.4B+ valuation 6 new satellites launched The world needs more resilient, precise GPS infrastructure, and @XonaSpace is leading the way Proud to back @FoundTheSpace & the entire team since the beginning
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Space warfare is real. It’s happening now. And it’s urgent. Just because you can’t watch a viral video of it on X doesn’t make it any less so.
1/x According to current orbital elements, the Russian #KOSMOS# 2612 satellite is now within 1-2 km of #ICEYE-X36#. Based on current elements, it might come within meters of the latter within a few hours from now. This is an #RPO# without consent. (cont.)
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Bought the 140-character platform & gave us flying cars Incredible, @elonmusk
Easily the coolest thing I’ve ever seen a car do!!! Now this is impressive! I gotta learn more about the actual practicality of it… how can this be on the road?!? @elonmusk @Tesla
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Less than 2 years ago, Access was an idea + some scrappy hardware in a garage Today it's one of @TIME's Best Inventions Reminder: you can just do things 🔥 congrats @jcriss_1 & @VitalLyfe team
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Access was included in TIME’s Best Inventions of 2026 list! #TIMEBestInventions# “We focused on building a beautiful product that’s easy to use and affordable. If someone sees Access sitting on a table, we want them to ask, ‘What’s that?’ It’s awesome to see TIME recognize all the hard work that’s gone into it. Really proud of our team.” - Jon Criss, Co-Founder + CEO To compile this year's list, TIME solicited nominations from its editors and correspondents around the world through an online application process, paying special attention to growing fields such as health care and AI. TIME then evaluated each contender on a number of key factors, including originality, efficacy, ambition, and impact. "By putting water production into the hands of individuals and communities, decentralized infrastructure can make access to water more resilient and more universal. Access is just the beginning of that future.” - Andrew Harner, Co-Founder + COO See the full list of TIME’s Best Inventions here:
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Me on caffeine in the morning: As intelligence becomes cheaper and more abundant, physical capacity become more scarce + valuable By end of day: Invest in hardware 🦾
The next Silicon Valley will be built around factories, robots, energy, rockets, and advanced manufacturing And it’ll be built in Texas
This is why Texas will do better than your state. There is a center of gravity forming around all the stuff @elonmusk is building between Austin and San Antonio and beyond. It's going to be the closest thing the US has to Shenzhen. Our hourlong exploration of the tech scene in Texas in full here on X.
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Today, we launched Ambition at Work 3,000+ open roles across some of America's most ambitious hard tech startups & fastest growing companies Find your mission within the Ambition Capital universe:
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Alexandr Wang is the first person I’ve genuinely seen as a potential successor to Zuck as CEO of Meta one day
muse wonder over a cheeky pint at some point in this video i get my annual performance review live on camera -- a truly tender moment 🥹
we. need. more. ambition. 🔥
you should be more ambitious way more ambitious
Two of my favorite thinkers in this era of AI infrastructure buildout @PGelsinger + @RaghuRaghuram Worth a listen
"Energy Capacity = Economic Capacity" Former Intel CEO Pat Gelsinger on why America's power grid is the ceiling on growth: "We went through 10 to 15 years where essentially I was taking coal offline at the rate I was adding renewables, and essentially the nation was flatlined in terms of overall energy capacity." "So essentially our economic capacity as a nation, flat for fifteen years." "Even with that, we've gone to maybe increasing our national energy capacity 4% per year. Going from essentially zero to one." "Nuclear as base load is a fabulous thing that we want to go build more of. Unfortunately all of our renewables have deep dependencies in China." "Energy capacity somewhat dampens how euphoric we can get on AI. Why build a new data center and buy the million GPUs if I can't power them?" @PGelsinger @RaghuRaghuram @appenz
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Greetings from the American Frontier! 🇺🇸 Introducing the definitive Austin Deep Tech 50. 50 companies. $10B+ raised in the last 12 months. Selected by the leading VC firms in town. And we’re just getting started🚀
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Last Thursday, @The_TrueAnomaly hosted an epic Block Party at their factory in Long Beach More than 500+ engineers, industry veterans, employees & investors True Anomaly has 200+ open roles, consider joining this incredible team:
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My first conversation with Bryon Hargis (@hargsb), Cofounder and CEO of @Castelion. This is a special edition of our show recorded at @reindsummit. Since then, Castelion has announced a $1 billion Series C funding valuing the company at $13 billion making it one of the most valuable defense technology companies in the ecosystem. What we cover: - Why Bryon sold his SpaceX stock to bootstrap Castelion and bet two-thirds of his savings on the mission. - Why affordable, mass-produced hypersonic missiles are central to his vision of American deterrence. - Building Blackbeard, winning the first Navy order, and scaling production to thousands of missiles a year. - The SpaceX lessons behind faster hardware development: rapid testing, questioning convention, and knowing when to change course. - Hiring for mission over money and why company culture is built one person at a time. TIMESTAMPS 00:00 Intro 01:00 Bootstrapping with SpaceX stock and crypto mining 07:00 Why Bryon started a defense company 11:00 Building deterrence and landing the first Navy order 14:00 Scaling missile manufacturing in New Mexico 18:00 Meet Blackbeard: Castelion’s hypersonic missile 20:00 Hypersonic vs. ballistic vs. cruise missiles 23:00 Golden Dome and the future of missile defense 25:00 How SpaceX enables America’s national security 27:00 Elon Musk, ambitious deadlines, and moving faster 30:00 Why rapid testing beats over-engineering 33:00 Lessons from SpaceX: Question convention, follow the data 38:00 Hiring for the mission and building company culture 45:00 Growing as a founder and being willing to be wrong Congrats to friends of the show @a16z @davidu @TheAmbitionCap @lacostejonathan and others including @lightspeedvp @AltimeterCap @generalcatalyst Special thanks to @falondonohue @austinbishop @aphysicist for hosting @WeThe_Builders in Detroit
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Excited to be back on @Stanford’s campus for DefCon this week!
Today, we announce our Series C Funding of $250M at $2.5B post money valuation to scale our Autonomous and Interceptor drone programs. This round of funding is co-led by Sequoia Capital and American Strategic Technology Fund (ASTF) with participation by Interlagos, Valor Equity Partners, Allen & Company, Thiel Capital, Spark Capital, and Dylan Field. These funds will accelerate the development and production ramps for new drone programs including Archer AI, an FPV platform augmented with autonomy features including Terminal Guidance and GPS-denied Position Hold, and Bandit, a c-UAS interceptor drone intended to counter Class 2 and 3 drone threats including Shahed-style systems. These platforms are being developed with the hardware and compute required for multi-asset control (often called “swarming”) while retaining the cost efficiency Neros is known for – and that’s essential to achieving true attritable mass. Both Archer AI and Bandit will be deployed for combat by the end of 2026.
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who is building counter-jellyfish systems? 🪼
BREAKING: Massive jellyfish swarm shuts down three reactors at French nuclear power plant.
Everything is downstream of ambition 🔥 Couldn't have said it better, @nikunj
Texas, the epicenter of new data center development, seems to be mandating closed-loop liquid cooling 💦 Evaporative cooling days are limited
Every day, data centers are announcing their compliance with the guidelines and guardrails I have put on data centers. They must: - bring their own money - bring their own power - reuse their own water - reduce the cost of electricity - not build around neighborhoods - support the stability & reliability of the Texas power grid.
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The first-ever pursuit of an evading vehicle in space: complete mission success ✅ A massive step-function jump for space domain defense & security Unapologetically proud to back @jollyrogersta & this team since the beginning
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True Anomaly has successfully completed Mission 2 of VICTUS HAZE, the @USSpaceForce's end-to-end demonstration of tactically responsive space (TacRS). Multiple mission plans built and validated in under 30 minutes, powered by tight integration between Jackal and Mosaic, and backstopped by our operators' expertise. True Anomaly is now the first company ever to execute a space-to-space pursuit of an evading target in a TacRS mission. Read more on our blog:
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