Matt Sachse

Impressive progress from our portfolio Array Labs with a $20m Series A to scale radar manufacturing and prepare for launch. Designing radar systems for mass manufacturing, borrowing from consumer electronics and telecoms, is a powerful unlock for cost, speed, and deployment at scale. The traction speaks for itself: nine-figure contracted revenue, multiple government awards, and expanding product lines. Exciting to see this next phase of execution begin. Learn more here: https://lnkd.in/e93jz4k8 #SpaceTech #DualUse #Radar #DefenceTech #NewSpace

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Final installment of our Copper series, where the rubber hits the road: How DFV is executing on what we see as the opportunities provide by the supply and demand dynamics in Copper (coverd in our prior pieces.) Great write-up by Usua U. Amanam, Ph.D.

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As AI workloads eat up global computing supply, DRAM prices are surging like never before—creating major challenges for teams trying to plan out their data center spend. One of my portfolio companies, Mext, is addressing the largest cost component in the datacenter: server memory (DRAM). From being on the board of Redis for the last twelve years, I’ve learned a lot about the various aspects of this problem and approaches to solving them. Mext found a breakthrough, using new AI techniques, for dramatically reducing the amount of server-DRAM required to run applications, all while maintaining performance. It intelligently manages the server’s memory, keeping hot pages (i.e., those in use by applications) in fast DRAM and offloading cold pages (i.e., those less used) to a much less expensive memory tier (e.g., NVMe Flash). Key to the approach is ensuring cold memory pages that are about to be accessed by an application are back in DRAM before the application needs them or notices that they were gone. This is done without modifications to the application or the OS – so it can run in the cloud or on-premise. Mext thus allows applications to either run using less DRAM or keep their DRAM footprint but do more with it. They're hosting a webinar along with Fred Weber (former CTO of AMD) on Jan 22nd at 10am pacific time. You can register here: https://lnkd.in/gXe9GCeE

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Excited to finally share what we’ve been building over the past year. Today we’re announcing the first investment from ARKITEKT EQUITY. Over the past year, we have been closely observing the structural shifts occurring within semiconductor ecosystems. As manufacturing systems become more complex, the infrastructure enabling those systems becomes increasingly strategic. These environments demand operational clarity, coordination, and long-term alignment. ARKITEKT was built around a simple idea: durable value is created where frontier technology meets pragmatic execution. Our investment in BBTech reflects this conviction. This is just the beginning of what we aim to build at ARKITEKT EQUITY. Stay tuned! https://lnkd.in/g_pQiBZY

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Today marks an exciting step for Celero as we announce our $140M fundraise backed by CapitalG, Sutter Hill Ventures, and others. We set out to build a focused, disciplined company solving one of AI’s biggest infrastructure challenges, and this investment reflects the confidence in our strategy and long-term vision.

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