NFX retweeted
Today we’re opening our structure-free AI drug discovery model for all to use!
Ptarmigan-1 predicts which small molecules bind a protein, and where, without building a 3D protein structure. It learns from multiple kinds of data, including measurements of proteins at work inside living human cells.
This is the culmination of a long and winding path to get here
In my first week of grad school, I sat in a lecture hall where generations of chemists had trained and Nobel Prizes hung on display. One of the most accomplished chemists in the world introduced us to the word “undruggable,” describing targets that so many had given up on.
I remember sitting there feeling so indignant. Of course all targets are impossible to drug until the right technology lets you drug it.
Thankfully I found my people in @jaybradner's lab, where the T-shirts said “nothing is undruggable”, and got to work
We focused on gene regulators there, proteins that control which genes turn on and off and can drive cancer. Most are poorly structured, making them difficult targets for traditional tech that focus on a well-defined binding pocket.
Gene regulators are not the only disordered proteins though. Roughly 40% of the human proteome has significant disorder, and these targets remain out of reach while discovery for structured proteins gets faster every year.
With Ptarmigan-1, we’re giving researchers a way to search for molecules against these targets without first having to solve their structure.
I’m grateful to the team and supporters that brought us here. Now we get to see what the community does with it.
Try it and tell us what you think. Link below.
NFX retweeted
My parents were both teachers - so I really can't help teaching all that I've learned about startups. "Speed" is the subject of Masterclass #2. Let me know what you like or what can be improved! @nfx
🚨 It's official: NFX Masterclass is back! ALL episodes are now live. 🚨
Season 2 is all about speed. In fundraising. In building. In marketing.
We've been developing this content for years. It's everything you need in 10 new episodes from @JamesCurrier.
Free, as always.
Watch it now: nfx.com/masterclass/
NFX retweeted
Today, Stoke announced a $1 billion Series E, bringing our total capital raised to $2.3 billion.
This funding will help us bring Nova Pathfinder to flight, accelerate development of our larger 15-ton-class Nova Block 2 vehicle, and build the production capacity required to fly at scale.
This milestone reflects years of extraordinary work by the Stoke team and the conviction of customers and investors who share our belief that fully reusable space transportation is both possible and necessary.
We are deeply grateful for their trust, and more energized than ever by the work ahead.
Read the full announcement: stokespace.com/news/stoke-sp…
NFX retweeted
✨ @AnnaPinol_ is speaking at the #OneWaySummit, the immigrant founder summit of the year.
An accomplished #immigrantfounder and #immigrantVC, few ppl represent the summit’s mission as strongly as she does.
Join us:
📅 Oct 28 & 29, San Francisco
🔗 luma.com/onewaysummit2026
NFX retweeted
Meet Carolyn Bertozzi, PhD, a chemist at Stanford Medicine and Nobel Prize–winning scientist whose work explores how chemical biology can help scientists better understand disease and develop new approaches to treating cancer and immune disorders. stan.md/walkwithme
Walk With Me: Carolyn Bertozzi, chemical biologist
Carolyn Bertozzi, Nobel Prize–winning chemist at Stanford, uses chemical biology to understand disease and develop new treatments. Hear what sparked her love of science and her dream superpower.
NFX retweeted
Underpaying yourself as a founder doesn't make you tough. It makes you broke, resentful, and likely to quit early.
It's just as common as the opposite problem: overpaying yourself and acting like a for-hire CEO.
Founder comps shouldn’t be hard:
xitter.twitterapi.xyz/NFX/status/20929793208…
NFX retweeted
I'm super excited to share that we have raised $250M at a $2.3B valuation to build a LOT more AI compute capacity in orbit 🚀
Thanks so much to our supporters, including Manhattan West, who led the round, and new investors, @NVIDIA, @Cisco_Invests, @CedarCapital, Goanna Capital, and @Standard_Cap, as well as continued investment from existing backers @Benchmark, @EQTVentures, @Soma_Capital, @NFX, @SevenSevenSix, and others.
Next week, @Starcloud_ will move into a new 100,000 square ft facility that will enable us to ramp up our production rate to 100 satellites/week.
This is just the beginning! @EzraFeilden, @AdiOltean🏃🏻➡️🏃🏻➡️🏃🏻➡️
NFX retweeted
It’s been a wild 2 years for data centers in space since @NFX led the seed round in @Starcloud_ , but the next few and going to be even more cosmic! 🚀
I'm super excited to share that we have raised $250M at a $2.3B valuation to build a LOT more AI compute capacity in orbit 🚀
Thanks so much to our supporters, including Manhattan West, who led the round, and new investors, @NVIDIA, @Cisco_Invests, @CedarCapital, Goanna Capital, and @Standard_Cap, as well as continued investment from existing backers @Benchmark, @EQTVentures, @Soma_Capital, @NFX, @SevenSevenSix, and others.
Next week, @Starcloud_ will move into a new 100,000 square ft facility that will enable us to ramp up our production rate to 100 satellites/week.
This is just the beginning! @EzraFeilden, @AdiOltean🏃🏻➡️🏃🏻➡️🏃🏻➡️
NFX retweeted
We've tracked hundreds of AI-first companies.
Some are impressive — moving faster with smaller teams. But many fall into the same traps.
Here are 5 we commonly see:
NFX retweeted
Many investors have a hidden insecurity about ASI. They wonder:
Is anything worth investing in when ASI could solve everything?
No one says it out loud. But it's there.
And founders are secretly battling against that insecurity.
nfx.com/post/vc-superintelli…
NFX retweeted
Good luck!! One of our 3 R’s of radical longevity: reprogramming, regeneration and replacement (youtu.be/-DBOq8zNm3s?si=TWaf…)
After 25 years of brave & brilliant work by hundreds of scientists in my lab to understand then safely reverse aging for the first time, it was moving to witness the first human dose being delivered 🥹 nature.com/articles/d41586-0…
NFX retweeted
I’m super excited to share that we have signed a contract with @SpaceX @Starlink to integrate its mini laser terminals onto our satellites for high bandwidth, low latency connectivity!
Starcloud is excited to announce that we will integrate 50 @SpaceX @Starlink Mini Laser terminals across 25+ satellites. Each of the @Starcloud_ satellites will carry two Starlink Mini Laser terminals, and the first hardware is expected on orbit within one year.
Starlink Mini Laser terminals, the same laser crosslink technology that SpaceX developed for its Starlink constellation, provide up to 25 Gbps of continuous intersatellite connectivity at distances up to 4,000 km and are capable of higher link speeds at shorter distances. The terminals enable direct optical links between Starcloud satellites and the Starlink constellation using laser light, eliminating the need for Starcloud to send data directly through bandwidth-constrained ground stations.
NFX retweeted
We've raised $27M to build the Agentic Frontend Stack.
Soon, All UI will be AI.
CopilotKit has led the agent-user interface layer for the last two years.
Today, our products are used by the majority of the Fortune 500 including customers like Docusign, Cisco, S&P Global, Deutsche Telekom, and Function Health.
The AG-UI Protocol has become an industry standard with adoption from Google, AWS, Microsoft, Oracle, LangChain, Mastra, TanStack, PydanticAI, AG2, Agno and more.
Our open-source SDKs let you build fullstack agentic apps with generative UI that work horizontally across the entire ecosystem.
copilotkit.ai
We've raised $27M to build @CopilotKit — the Agentic Frontend Stack connecting humans & agents.
Because all UI will be AI.
Co-led by Glilot Capital, NfX and SignalFire.
NFX retweeted
We are at a moment with AI where we have to manage our minds better.
"Pessimists get to be right in the short term. Optimists get to be rich in the long term."
— @jamescurrier on AI Zen + the most powerful mindset shifts we've seen this year.
Why Pessimists Win the Argument but Optimists Win the Decade
Founders are quietly burning out — not from overwork, but from a crisis of self. Now there's a model on your laptop that thinks faster, writes better, and never sleeps. That dissonance has a name.
NFX retweeted
So proud to announce that @HightouchData has raised a 150M Series D, led by @GoldmanSachs and @BainCapVC, valuing the company at $2.75B!
NFX retweeted
In 2021, pre-ChatGPT, @NFX backed @nickwalton00 to build the first AI-native game. They've just launched Voyage. Its World Engine adds what AI games need: worlds that feel real and lived in. 📷📷
@TechCrunch has the story: techcrunch.com/2026/04/21/vo…
NFX retweeted
announcing the expanded beta for Voyage!
Voyage is the AI Native RPG platform I’ve dreamed of for years.
I played for 14 hours in a single day and cried when my robot companion Sentinel Prime died. (RIP 😭).
so so excited for all of you to try it
read more from @LaurenForristal with @TechCrunch below.👇
NFX retweeted
Big news: we just closed a $100M+ Series B.
This funding will go toward building and operating our Otter missions, scaling to meet growing customer demand, and expanding our team.
We've had a lot to celebrate lately, from missions like Remora and Otter Pup 2 to new contracts with great customers like SDA and the Space Force. And we're just getting started. Our first full Otter mission is on track to fly later this year.
Read our full press release: starfishspace.com/press-rele…
We’d like to thank our investors for helping us build the future of infrastructure in space.
@p72vc, @ShieldCapVC, @IndustriousVC, @nightdragon





























