Early stage (formation through pre-seed, seed, and Series A) venture capital firm. investing in AI and the physical world.redglass.vcJoined January 2025
Turner interviews our founder and GP. It goes into the investment theses at Red Glass, different archetypes of founders we back, are we in a bubble in deeptech, small funds vs large funds, consensus investing, and more…
New @ThePeelPod with @bznotes!
Bilal's spent 18 years investing hard tech, most of it as a GP at Lux ($7B AUM), before starting @redglassvc in 2025 to bet on AI that touches the physical world.
Bilal was making defense tech investments 15 years ago, and he led the Series A in
Foundry has acquired @AveaRobotics.
@aryind_ and @vikramvadrevu are deeply technical and customer-obsessed and working together (as an early customer) was easy.
Data collection and inference at scale power our factories and that makes Avea a natural fit.
Welcome aboard!
NVIDIA plays a very unique and central role in the AI ecosystem, including in PhysicalAI. I am grateful for how their executives spend time with startups, investors, and others to share useful insights, research results, and provide feedback on ideas. It’s good leadership.
The machines are becoming better at understanding and responding to the physical world. That is the technology story. But technology alone will not determine where robotics spreads first or fastest. x.com/i/article/2100…
With dear friends from @SiliconVlyBank and IQT at Discovery Day pitches in space and defense. Maybe one of the last events where SVB still displays old name and logo. New branding dropping soon!
Spacetech is on 🔥
In the age of highly intelligent AI, protecting our physical infrastructure from cybersecurity threats is an urgent task of utmost importance. We are proud to be partnered with Josh Ross and team at @IronLoop_io in their quest.
Cybersecurity for PhysicalAI.
ironloop.com/blog/securing-…
At dinner tonight with several prominent GPs.
While one end of the VC universe is rapidly morphing into large asset managers, getting paid 2/20 economics for buying call options, the other is still doing painstaking work of true early stage venture. Working closely with
"These people then become your trusted advisors"
@bznotes on why picking the right seed partner is so important at AUTONOMOUS.
He left his role at legendary firm @Lux_Capital last year to focus on his own fund, @redglassvc
Why?
Larger funds can occasionally mean less attention given to the founder. This translates to less time helping the founder turn their startup into the business it could become.
Introducing GEN-1.5, a one-shot learner.
It can learn new tasks in a few seconds. Show it what to do, and it generalizes.
This capability emerged from pretraining on physical data at scale, as a step towards our mission of building general intelligence for the physical world.
Rockets launching (and landing) with regular cadence. Fusion reactors coming online. Hypersonic aircraft shattering records. The physical world is back - abundant, consequential, and waiting for engineers and operators willing to get their hands dirty.
Join Nominal. Let’s get to work. nominal.io/careers
Operational procedures often live on paper, in Confluence, in a Google Doc, in an internal built tool, or in the head of the engineer who has run the test forty times. They don't need to: nominal.io/blog/test-proc…
👊🏽
@Nominal_io is slowly dropping products (and hints) on how this might become one of the most important software companies in the world of AI meets the physical world.
At @Nominal_io, we are committed to delivering the best-in-class experience for every part of a hardware engineer’s day. Turning human expertise into efficient, repeatable, scalable, and machine-actionable operations.
Data-driven procedures (and yes, the agents that interact
We could not agree more.
“The computer automated information work and left physical work rigid: one part, one fixture, one program. Physical AI finishes the job.
Abundance is downstream of the machines that build it.”
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