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Long 100 Capital

@long100capital

Growing / Late stage venture capital, based in Austin. investing in UXV, Supply Chain, Drones, SpaceTEch.

 Austin Texas
long100.com
Joined March 2025
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Today we're soft-launching Long 100 Capital: Empowering American Autonomy in the Age of Physical AI. Pair growth capital with real manufacturing capacity — supply chain access, production partnerships, and an ecosystem linkedin.com/pulse/empowerin…
🤖 Made with AI
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Join long 100 Capital to support the #Autonomy Startups
David Cao Physical AI (@davidcao01) profile pictureDavid Cao Physical AI
@davidcao01Aug 30
NVIDIA‘s $500B MOUs with BlackRock, Blackstone, Apollo, KKR, Goldman Sachs, and Brookfield isn't really about GPUs. It's about turning compute into something that behaves like a toll road or a power grid on Wall Street's books
The $500B Autonomy Bet: Turns AI Factories & Infrastructure into Wall Street's Next Asset Class

The $500B Autonomy Bet: Turns AI Factories & Infrastructure into Wall Street's Next Asset Class

Article · @davidcao01
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Silicon Valley + Austin is the right answer!
David Cao Physical AI (@davidcao01) profile pictureDavid Cao Physical AI
@davidcao01Aug 30
a16z's $31.1B Fund is the loudest confirmation yet: Silicon Valley is going physical. Sequoia raised $10B as "algorithms to atoms." Lightspeed closed $9B. General Catalyst is committing billions to industrial SoftBank tripled a robotics company'
Silicon Valley Went Physical - Behind A16z's $1.1B Hardware Shift - From Robots to Infrastructure

Silicon Valley Went Physical - Behind A16z's $1.1B Hardware Shift - From Robots to Infrastructure

Article · @davidcao01
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Long 100 Capital retweeted
David Cao Physical AI (@davidcao01) profile picture
David Cao Physical AI
@davidcao01Sep 2
Unbelievable — it has been one year since September 2, 2025, when I published the first Physical AI Newsletter. No real plan for a "publication." now on Linkedin, X.com and 50builders.ai View article
X. It’s what’s happening

X. It’s what’s happening

From breaking news and entertainment to sports and politics, get the full story with all the live commentary.

x.com
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Long 100 Capital retweeted
David Cao Physical AI (@davidcao01) profile picture
David Cao Physical AI
@davidcao01Sep 7
August #PhysicalAI Signal Report breaks down who actually gets the money — and why component supply chains may be the bigger story. Nvidia just signed $500B in MOUs with 5 big banks. 120+ startups got funding. And a lot more ...
Physical AI Signal Report — August 2026 - Funding, MA and Supply Chain

Physical AI Signal Report — August 2026 - Funding, MA and Supply Chain

Article · @davidcao01
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