Venture Capitalist at Moonshots Capital backing extraordinary leadership, Military Veteran, Entrepreneur, Apprentice Winner, Husband, Father of Twins!
Lisbon, Portugal
Joined April 2008
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Proud dad moment... My stepson @hunterjisaacson is a serial app founder and one of his many popular apps is the #4 biggest new app of the decade! Trillion dollar companies sitting next to his app he founded, named, and solo designed at 22 years old. Since then he created a $5B volume crypto company called bags.fm and today his new app studio is consistently ranking in the top 10 across multiple categories in the App Store generating 8 figures yearly. And he’s only 27! Way to go Hunter...so proud of you!!!! @DawnRD
Well said, @ConnorLoveCA. Production is deterrence, and the same factory that builds for the warfighter builds jobs, communities and resilient supply chains. Prototypes win demos. Production lines win programs and keep the peace. Proud to see a fellow West Pointer leading the charge.
This year’s AD 50 is about production.
Not just for our military, but for America. We are entering a moment when the “American Manufacturing Asset Class” must flourish.
The same capacity that arms the country also creates skilled jobs, revitalizes communities, and makes the supply chains behind energy, housing, and everyday goods more resilient.
There is no scaled defense industrial base without a strong industrial base.
@espricewright @VirtualElena @a16z
Kelly Perdew retweeted
Our second product is called Blindsight and it will, as the name suggests, enable even those who are completely blind or have never seen to see.
It is ready from an engineering standpoint. Just waiting on regulatory approval.
Every startup launch video looks the same now. Fast cuts, black and white, rockets, a philosopher voiceover.
What actually earns my attention: who the customer is, what the product does, and proof it works.
Show the product. Clarity beats cinema.
Shipping to paying customers in defense, energy, telecom and autonomous vehicles before the big round. That's the order I like: earn the scope, then scale it.
A founder who built legged robots for the U.S. military as employee #4 at Ghost Robotics knows the end user. Well done @adarshkulkarni.
Today, @FoundryRobotics is announcing our $100M Series A, led by @MarlinspikeVC with continued support from @khoslaventures.
Together we’re securing America's ability to defend, compete, and innovate by building critical hardware at home with our new 130,000-square-foot factory in Emeryville, California.
We’re already shipping to paying customers across energy, telecom, autonomous vehicles, and defense. The next era of American manufacturing starts here.
Time to build.
Kelly Perdew retweeted
JUST IN: Neuralink announces breakthrough in restoring speech for ALS patients, reporting that its brain implants can now convert neural signals into text & voice at conversational speeds.
Kelly Perdew retweeted
JPMorgan CEO Jamie Dimon warns that America’s greatest threat isn’t economic or military, but losing the values that made the country great: “I think we’ve gotten a little bit soft.” 🇺🇸
“America has no divine right to success. We have the Constitution, which is extraordinary. It’s the embodiment of our values: enterprise, liberty, freedom of speech, freedom of religion, life, liberty, the pursuit of happiness, and equal opportunity.
Those values are what make America strong, including God, family, country, and work ethic.
I think we’ve gotten a little bit soft. I think we made a huge mistake by not teaching this much more in schools.
The real risk is our heart, our soul, our grit, our courage. That is the actual risk.
America’s military strength is predicated on America’s economic strength, and our economic strength depends on keeping this wonderful system going.
There’s too much today that’s just tearing it down. It bothers me that we don’t celebrate these values, particularly on our 250th anniversary.“
Jamie is absolutely correct here. The greatest threats facing America is its internal battles, not the external ones. We as a country have lost our way and what it means to be American and being proud to be American.
Kelly Perdew retweeted
The best entrepreneur of the next decade is out there somewhere raising at a sub-$10m valuation and struggling to get it, building in a category investors aren't thinking about.
That's just how it works.
For years we treated the supply chain as a cost line. It's a national security feature.
BlueChip starts at 90%+ U.S. and allied components, with a road map to 100% domestic.
Hard, unglamorous work. Exactly the kind that matters.
Defense tech startup Anduril Industries has joined forces with chipmaker Qualcomm to produce laptops that are designed and assembled in the US bloomberg.com/news/articles/…
PE growth money in defense: $4B through September, up from $500M in 2024.
Meanwhile @PitchBook counted 41 defense pre-seed/seed deals in Q3, the fewest since 2016.
Capital is crowding the top of the stack. The next great dual-use founders are starting right now, with less help. We are here to help...@MoonshotsCap
88% of VC-backed founders walk away with zero at exit. That's from a new study of 157,000 U.S. startups.
Some of that is just the power law. Some of it is dilution, and leaving before the finish line.
I coach all of our founders: Read your docs like your equity depends on it. It does. @MoonshotsCap
Kelly Perdew retweeted
BREAKING: Trump announces a $1 million reward for anyone reporting voter fraud in past elections or the upcoming 2026 midterms.
Kelly Perdew retweeted
I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices.
Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined.
$100b plus in year-end ARR looks possible again.
Kelly Perdew retweeted
Watch out, Amazon. Tesla’s got its eye on the delivery space.
In a recent Munro Live interview, Tesla's Lars Moravy and Eric Earley shared some Optimus nuggets:
- Optimus's battery is a single ~2.5 kWh module, and unlike in a car (where the pack is a quarter to a third of the cost), it's not a major cost of the robot.
- Near-term, Optimus is expected to plug in and charge the robotaxi fleet
- Beyond charging, it "might service the car, might add in the delivery space"
- "You think of Cyber Cab, Optimus, and Robo Van, that trifecta will be incredible.", "And you add Tesla Semi to that for long distances."
- "Maybe we're a transportation company. It's redefining how everyone thinks of that."
Two satellites. Two coasts. One month.
PlanetIQ's GNOMES-11 reached orbit on SpaceX's Bandwagon-5, weeks after GNOMES-10. Both built and launched within 10 months with @MuonSpace.
Government systems can take 5-7 years.
Speed is the new spec. Proud early angel investor.
planetiq.com/planetiq-launch…
Concur. "You invest in people, not companies."
Markets shift. Technology advantages erode. The founder, if you picked correctly, only gets better.
That's been the bet @unleashcraig and I have made at @MoonshotsCap for 12 years.
$NVDA NVIDIA CEO says the company invested in Kazakhstan-based AI video startup Higgsfield, citing exceptional founder talent and the ability to compete against well-funded global rivals:
"Well, the first thing is this. The first thing and the last thing is you invest in people not companies and the founders of Hicksfield are visionary in the work that they do. They had a wonderful idea. It's not easy to do it. It require and they have global com competitors. They have global competitors. Many of them are in San Francisco and United States. incredibly wellunded and a formidable expertise. But these are some of the brightest people in the world." Jensen Huang
Kelly Perdew retweeted
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Kelly Perdew retweeted
There’s a world of difference between user-authorized agents (Muse, Instinct, Grokbot, etc.) and true unauthorized/rogue agents that could constitute cyberattacks.
Most of the activity described in the Axios story appears to be the former: customers sharing credentials with agents so they can take actions on their behalf. This may violate bank terms requiring humans to log in themselves, but these are in no way cyberattacks.
The direction banks should go is to support user-directed agents. For example, Amex is an authorized connection in Muse, making it easy for users to grant, limit, and revoke access.
Read-only permission levels are a sensible interim step. Several banks already support or are moving toward them. Full write access (with user credentials) is a different risk category and should be approached carefully.
Frightening the public by blurring the line between user-authorized agentic behavior and cyberattacks is irresponsible.
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.
The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.
Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.
Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.
Read my latest for Axios here: axios.com/2026/10/22/ai-agen…
