our ai host nathan tracks the capital radar every hour – here's what stood out last week:
$55m – @microagi is building the data layer that teaches factory robots real tasks. founded by ex-red bull racing f1 engineers, 10 months old, largest seed in german history. hummingbird led, northzone and localglobe joined.
$32m – @BuildMonumental deploys autonomous bricklaying robots on live construction sites – 150+ robots, 100+ homes built by ex-palantir founders. khosla ventures led. they don't sell robots, they sell walls.
$15m – @vorfluxai is an autopilot for software engineering from rippling co-founder prasanna sankar. not a copilot – full lifecycle from ticket to merged pr. yc and peak xv led.
$15m – @infinity_ai_ is building a universal inference library that runs ai models on any chip, not just nvidia. openai and anthropic researchers put their own money in. founded by the agi house creator.
$100m – @neo_ai_security emerged from stealth with ai agent security – the control layer for agents operating with employee-level permissions. a16z and bessemer led, founded by ex-sentinelone, wiz, and palo alto networks execs.
five founders who could've stayed comfortable left f1, palantir, rippling, nvidia's ecosystem, and sentinelone to bet on gaps nobody else is filling yet. the best signal in venture isn't the check size – it's what the founders walked away from.

Addy Crezee