Matt Ocko

A look at what @DCVC/@DCVCBio founders delivered /this week/: 💪 🚚 🤖 Wall Street history: @agilityrobotics became the first U.S. pure-play humanoid robotics company to go public, making its @Nasdaq debut ($AGLT)! 🍾 ✈️ 🐄 Decarbonization of air travel and agriculture: DCVC-incubated Circularity Fuels announced a $7M Series Seed co-led by DCVC to scale domestic sustainable aviation fuel derived from dairy biogas, following the world’s first end-to-end conversion demonstration. Circularity's breakthrough reactor converts /both/ CO2 and methane into SAF: zero “wasted” carbon. 🌊 Subsea autonomous logistics: @corridian_inc emerged from stealth with a $38M Series Seed (with DCVC participation) to build ultra-large autonomous underwater vehicles for contested maritime environments and stealth logistics. 🧵 Commercial 3D weaving: @unspun_io partnered with Indian textile titan @arvind_limited to bring its zero-waste OneWeave automated 3D weaving technology into commercial apparel manufacturing. 🧬 Target biology validation: Latus Bio continued to get attention for its Nature Communications paper revealing that knocking down MSH3 can slow or reverse somatic CAG repeats in Huntington's disease. 🤳 And here at @DCVC we took calls from reporters tracking tech developments: @zackbogue told @alneuhauser at @axios that state-level data center restrictions and local pushback against pollution and noise from fossil fuel generation are "massive tailwinds for our portfolio" across clean energy, storage, and grid/data center flexibility software. @jason_pontin told Brian Gormley at @WSJ that frontier AI labs seeking to partner with biotech startups will have to pay fairly: “We’re not going to give away the data and the platforms cheaply.” Onward!

A look at what @DCVC /@DCVCBio founders delivered /this week/: 💪 🚚 🤖 Fleet-scale humanoid deployment: @agilityrobotics expanded its commercial footprint with GXO Logistics, soon moving into facilities across North Carolina and Tennessee after crossing an unprecedented 100,000-tote operational milestone. ⚛️ Microreactor regulatory progress: @RadiantNuclear cleared a major hurdle as the US Dep't of @ENERGY approved the documented safety analysis for its Kaleidos test unit at @INL, moving it one step closer to criticality. 🧬 Predictive computational biology: Latus Bio published the first predictive computational model of Huntington’s disease built on human data in Nature Communications, along with preclinical data supporting its gene therapy candidate LTS-201 as a potentially disease-modifying treatment. This is BIG. 🔬 Rapid stem cell reprogramming: @SyntaxBio drew major biotech coverage for using its CRISPR-based Cellgorithm platform to differentiate human stem cells into pancreatic beta cells in just four days, an early step toward faster development of cell therapies for Type 1 diabetes. 🎯 Clinical precision oncology: @FrontierMeds posted a standout 56% confirmed response rate in its Phase 1 lung cancer trial (FMC-376) presented at the ESMO - European Society for Medical Oncology Congress. 💡 Quantum photonics breakthrough: @NVisionQuantum published research introducing the first organic molecule capable of directly linking quantum processors with light, unlocking a scalable path for optical quantum networking. 🧠 Frontier AI compute architecture: Unconventional AI (@unconvAI) AI CEO @NaveenGRao joined @20vcFund to talk about why inference could be a $10 trillion market and why robotics could be 100x bigger than coding agents. Onward!

Congrats to @NVisionQuantum on its @Nature publication and new partnership with @HyperLight_LN! We’re excited to back this terrific team, whose molecular qubit platform could make qubits easier to manufacture, scale, and industrialize—accelerating the roadmap for quantum computing.

A look at what @DCVC founders delivered /this week/: 💪 🚚 ⚛️ Defense-grade nuclear momentum: @RadiantNuclear was selected by the @USNavy to supply its microreactor for Naval Weapons Station Crane while advancing site planning with the @USArmy to install three microreactors at Fort Benning. 🤖 Factory-floor humanoid deployment: @agilityrobotics signed a commercial agreement with @AGCOcorp, a farm equipment leader, to deploy Digit humanoids in its Kansas manufacturing facilities—after partnering just last week with @nyobolt for ultra-fast charging batteries to unlock near-continuous uptime. 💧 Industrial water circularity at scale: @zwitterco secured a strategic investment from water and hygiene giant @Ecolab to scale its zwitterionic membrane filtration systems across food and beverage processing plants. 🧬 Multimodal AI data infrastructure: BioStack raised a $9.5M Series Seed (joined by DCVC) to expand its cross-border clinical data platform across 100M+ de-identified patient records for medical AI models. ⚡ Geothermal grid leadership: @fervoenergy's Cape Station in Utah was spotlighted by @Reuters as the first greenfield enhanced geothermal plant in the world to hit commercial operation. ✨ A glass half-full: @Forbes named @DCVC co-founder @mattocko to its list of the Greatest Living American Optimists, for backing science- and computer-intensive deep tech founders solving the world's hardest problems. Deep tech is grueling. It's also inspiring. Onward!

(1/7) A look at what @DCVC founders delivered this week 💪🧵👇 ⚡ A landmark grid-power deal: @MainspringEnrgy signed a supply agreement with @AEPnews for up to 1.6 GW of linear generators in a deal that could top $4 billion.

The microbiome is essential to human health but until recently, we couldn't do much with it. @DCVC's @jason_pontin examines the breakthroughs finally making the microbiome druggable (DCVC-backed @kanvasbio leads here). More in the Deep Tech Opportunities report: dcvc.com/reports/deep-tech-o… #DCVCDeepTech

.@FortemTech is integral to defense. With every advance, this company makes people safer. 👇