Commodity Capital partners with exceptional founders using software to build complex vertically integrated monopolies.
Joined April 2022
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Commodity Capital retweeted
Today I wanted to share more about how and why we created RevelCode, our programming language specifically designed for controlling hardware systems.
Every control system has a language at its core, but the available options have severe tradeoffs across ease of use, performance, and safety.
What if a language existed with Python's accessibility, the performance of C++ or Rust, and runtime safety guarantees built in, all at once?
RevelCode delivers exactly that. It’s incredibly easy to use, runtime-safe, and highly performant. At first this was a bet, but today it's in daily use by hundreds of engineers building the next generation of great hardware companies.
Read the full story behind RevelCode: revel.io/newsroom/why-we-bui…
Commodity Capital retweeted
Help us build the future of air power.
We’re going big! Currently hiring for 30+ roles to scale Gamera, the first aircraft designed specifically for swarming, alongside Legion, the autonomy and command and control software that empowers human operators to achieve superhuman results.
If you want to help us build what comes next, view our open roles and apply today. swarm.aero/careers
Commodity Capital retweeted
Building the capacity to deliver faster. 🇺🇸 Our expanded partnership with @HadrianInc brings advanced manufacturing capabilities directly to our Grand Prairie facility, strengthening production across critical missile programs.
We’re expanding our partnership with @LockheedMartin.
Under a new seven-year agreement, we’ll bring Hadrian’s advanced manufacturing capabilities directly into Lockheed Martin’s Grand Prairie facility to help scale production across critical missile programs. 🇺🇸
Commodity Capital retweeted
.@HadrianInc , @LockheedMartin & @GMDefense teamed up today to hyperscale critical munitions production alongside @USDASDuffey at Lockheed’s fantastic facility in Texas - a new chapter in the Arsenal of Freedom.
Lockheed and Hadrian signed a first of its kind, 7 year manufacturing-as-a-service agreement, with a whole Hadrian factory inside Lockheeds campus launching in January.
We’re expanding our partnership with @LockheedMartin.
Under a new seven-year agreement, we’ll bring Hadrian’s advanced manufacturing capabilities directly into Lockheed Martin’s Grand Prairie facility to help scale production across critical missile programs. 🇺🇸
Commodity Capital retweeted
As part of #SFTechWeek, we brought together the Bay Area hard tech community for custom cocktails, great company, and a fireside conversation between Thrive Capital's @milesgrimshaw and Revel CEO @scottgmorton on commanding the physical world through software.
We're upping the ante this Thursday for #LATechWeek with an all-out hard tech party, featuring two @CzingerVehicles hypercars, craft beer, food trucks, arcade games, and limited-edition merch. Don't miss it: partiful.com/e/MkuB2WuBycxOm…
Commodity Capital retweeted
One week update: Two capsules on orbit, all systems nominal. W-8 and W-9 are zooming, and so are we. Here's a look inside our new mission control with our operators at the consoles.
Commodity Capital retweeted
Here is what is going on here:
-shipping containers full of B300’s = modular data center , many different sizes and specs
-we can drop ship these anywhere in the world on a moments notice
-you can have an emergency, a conflict, a low latency use case, a need for control and sovereignty or to run air-gapped……you can imagine all the scenarios
-So Armada provides the physical infrastructure to host the compute, Nvidia provides the compute (and in this case the Nemotron base model) and Palantir provides the ability to deploy, manage, (locally fine tune models) and orchestrate intelligence in literally any environment in the world.
-it’s really really f’ing cool
-you have 3 🐐 and the picture of Sovereign AI
Commodity Capital retweeted
Palantir 🤝 Armada are bringing sovereignty to every layer of the stack, not just from chips to Ontology, but now down to the physical infrastructure (and location) beneath them.
@PalantirTech has named Armada its Inaugural Certified Modular Data Center Partner.
Palantir's Sovereign AI OS + Galleons + the Armada Platform + the Sovereign AI Grid. This is sovereign AI you control end to end, live in weeks or months, not years.
businesswire.com/news/home/2…
Commodity Capital retweeted
Here’s a quick rundown of our payloads:
W-8:
- Canopy Aerospace’s Smart TPS-F to measure reentry using fiber-optic sensors.
- Next-generation thermal protection materials funded through two partners: a government program, and the @AFResearchLab, which funds payloads through the Prometheus program.
W-9:
- Navigation system designed to collect data during hypersonic flight.
- Additional heatshield materials from @syensqo.
More vehicles, more returns, more data, double the fun.
Commodity Capital retweeted
Sovereign AI shouldn't take years to stand up. Resilience shouldn’t be conditional.
Proud day as @PalantirTech names Armada its Inaugural Modular Data Center Partner.
The Sovereign AI revolution is here.
businesswire.com/news/home/2…
Commodity Capital retweeted
@PalantirTech has named Armada its Inaugural Certified Modular Data Center Partner.
Palantir's Sovereign AI OS + Galleons + the Armada Platform + the Sovereign AI Grid. This is sovereign AI you control end to end, live in weeks or months, not years.
businesswire.com/news/home/2…
Commodity Capital retweeted
Today, we’re announcing Varda’s $250M Series D raise, bringing the total amount of capital raised to $598 million with a $1.6B valuation.
This funding will help us build more vehicles, grow pharmaceutical partnerships, and advance toward the first medicine manufactured in space for patients on Earth.
Commodity Capital retweeted
We started Varda to build space drug factories. Going quite well; drugs headed to clinic.
Turns out our capsule can also deliver cargo anywhere on Earth. Nice edge for Varda: we've actually flown our spacecraft vs pitching renders.
$51.8m this year + $48.8m requested next year!
Commodity Capital retweeted
Bringing Swarms of Gameras to life meant building three things at once: the aircraft, the factory, and the autonomy and command and control stack that allows a true swarm to be operated all at once.
Swarm CEO & Co-Founder Peter Kalogiannis joined @tbpn this week to walk through the four years of work that led to our big reveal at @AFA_Air_Space's Air, Space & Cyber Conference last week.
Commodity Capital retweeted
Six missions flown, three more vehicles at the launch site, and two heavyweights joining Varda: Steve Layne as CRO and Aaron Huber as CFO.
Their job is to fund the world’s first orbital manufacturing fleet and deliver space-made pharmaceuticals to patients.
Commodity Capital retweeted
Meet Gamera, a new category of Group 5 strike and sensing UAS that we unveiled at @AFA_Air_Space's Air, Space & Cyber Conference today.
Mass-producible, significantly lower cost than legacy platforms, and the first UAS specifically designed to employ bomber-class strike munitions such as LRASM/JASSM-ER, Gamera delivers all of the capabilities needed in the next generation of UAS, at 10X lower cost-per-effect than legacy approaches to strike. With over 9,000 nautical miles of unrefueled range, Gamera's unique combination of low cost, large payload, and long range does not exist in any other UAS.
Since 2022, Swarm has been designing and building Gamera to provide the low-cost persistent strike and sensing that the @usairforce's Massed Modular Aircraft program is now seeking, making the force more capable, survivable, and effective, and renewing U.S. dominance of the skies.
Read our announcement here: globenewswire.com/news-relea…
Commodity Capital retweeted
Just one day after setting up Revel, an intern at @OrbitalOps_ was already using it to independently run 40 hot-fires.
Orbital Operations is developing a high-delta-V, high-thrust rocket vehicle around a first-of-its-kind cryogenic propellant management system to unlock rapid mobility across LEO, GEO, and beyond.
Fresh out of @ycombinator Combinator W25, their small team—half of them interns—needed test software that could move as fast as they did.
Before Revel, Orbital Ops had never run a test. They had no data recording, no automated sequencing, and no software team to build either.
With Revel, they now:
• Run dozens of tests in a day
• Give interns ownership of entire engine subsystems
• Operate five-plus test cells daily, up from a single test cart
All without a single software hire.
Thanks to @BenSchleuniger, Ross Doherty, @nicosuave9, Dane Patten, @stefan_salaices, and the rest of the Orbital Ops team for the partnership.
Link to the full case study in the replies.
Commodity Capital retweeted
Today, we are happy to announce the closing of a $360 million revolving credit facility. The financing was arranged by a leading group of financial firms, underscoring strong institutional support for Hadrian’s continued growth. Morgan Stanley Senior Funding Inc. served as Lead Left Arranger and Bookrunner, with additional joint lead arrangers and bookrunners Western Alliance Bank, J. P. Morgan, First Citizens Bank, Customers Bank, HSBC Ventures USA Inc, Axos Bank, and Texas Capital Securities. Kirkland & Ellis was counsel to Hadrian on the transaction.
This facility allows Hadrian to further invest in the advanced manufacturing infrastructure, machinery, and related hardware needed to achieve its production goals.
