@kleinerperkins
For five decades, we have partnered with founders building enduring companies that make history.
We’re back with Season 2 of Builders, a @kleinerperkins video series where we sit down with the founders, operators, and investors building the products and infrastructure shaping the next decade of technology. For the first episode of S2, @josh_coyne and @LM_Braswell sit down with @AnthropicAI's @katelyn_lesse and @angjiang to discuss how the Claude platform teams keep up with demand that keeps rewriting the roadmap. They also get into why not all tokens deserve the same job and how trust and observability get built into enterprise agent systems. Tune in ⬇️
Watch the full episode: youtube.com/watch?v=YlirAT…
An incredible milestone and remarkable pace of execution as Etched builds for the next era of inference.
Etched@Etched·We've raised $700M at a $21B valuation from Jane Street, Kleiner Perkins, Sequoia, A16Z, Peter Thiel, BCV, and Blackstone. We're also excited to share that we've shipped our first rack to Jane Street.
Four years ago, @KaranKunjur and @neelkunjur made a contrarian bet: while the satellite industry was building smaller, the most important missions in space would require more power, aperture, and mass. Since then, @K2SpaceCo has successfully flown Gravitas and signed more than $1 billion in commercial and government contracts. Now, the company is preparing to scale production. We’re thrilled to co-lead K2’s Series D and continue our partnership with Karan, Neel, and the team. @LucasLGOliveira visited them at K2’s factory in Torrance to see the operation up close and hear what comes next.
The next generation of semiconductors, batteries, clean energy systems, and advanced manufacturing will depend on materials that have yet to be discovered. @cusp_ai is building the infrastructure to find them. Today, the company launched its AI Materials Foundry, a global network of data, labs, compute, and scientific expertise designed to accelerate the development of new materials. We’re excited to co-lead CuspAI’s $450 million Series B alongside NEA and partner with @ac_edwards_1, @wellingmax, and the @CuspAI team as they expand across the United States, Asia-Pacific, and Europe. Hear more from @josh_coyne , Chad and Max ⬇️
TerraFirma started with a question: when @SpaceX gets to Mars, who builds the city? @noah_schochet and @NoahMcGuinn worked on programs including Starlink, Starshield, and Starship. They saw that even at @SpaceX, physical infrastructure was often the bottleneck. Now they’re building the answer with @TerraFirma_Inc: a new kind of robotics construction company already deployed on job sites in Texas. The long-term ambition goes much further. Watch @josh_coyne sit down with @noah_schochet to talk about Series A, and the future of construction on Earth and beyond. Read more about our investment: t.co/ncHEXzODNZ
Next up in our "History in the Making" series: a film about @glean. We wanted to capture a few of the company's "magic moments," so we spent the day with the team at their San Francisco office to see how they build, what the product means for customers, and the culture driving it all.
We're excited to back @sailresearchco, the inference platform built for long-horizon, asynchronous agents. The next wave of AI isn't a person typing into a box. It's agents running for minutes or hours, burning orders of magnitude more tokens per task. At that scale, cost and capacity beat raw latency, and teams are already hitting budget caps. @neilmovva and @blintzbase are solving this full-stack, from CUDA kernels to the API. Hear Neil and @anaganath on why inference is being rebuilt for the age of agents.
The models we use every day are brilliant strangers. They forget your organization the moment a chat ends, then relearn it on the next query. @EngramLab fixes that. It learns your world once and reuses that memory, matching frontier systems on 1-10% of the tokens. @Microsoft, @NotionHQ, and @Harvey are already testing it within their organizations. Congratulations to the team, and hear directly from @dan_biderman (CEO and co-founder) and Sabri Eyuboglu (CTO and co-founder) with @LM_Braswell ⬇️
The front door of the internet used to be a search bar. Now it's AI. Our video series "History in the Making" is back, featuring more of the companies building the future at Kleiner Perkins. First up: @tryprofound. We spent the whole day with the team in their growing New York office, watching them answer the question every brand is now asking. How does AI talk about us?
The software the world relies on most is often the code no one sees—open source projects quietly running inside banks, hospitals, and everything in between. Keeping it secure is a shared responsibility. Excited to see @chainguard_dev bringing the industry together to do exactly that.
Welcome @markiewagner and @PoeticHQ to the KP portfolio! x.com/markiewagner/s…
Aatish has spent the last decade helping scale AI-native companies across robotics, data infrastructure, and enterprise deployment, and he brings a rare operator’s view on making products people trust and use every day. Excited to welcome him to KP as our newest partner on the x.com/nayakkayak/sta…
Mind Robotics starts with what industrial robotics needs to work at scale: a live manufacturing environment, a large-scale data flywheel, reliable hardware expertise, deep industrial systems knowledge, and an at-scale first customer. With @Rivian as a key partner and shareholder,
Roadrunner started inside our San Francisco office, our first incubation since @Glean. We spent a lot of time looking at where enterprise software is breaking down, and one category kept coming up: CPQ. It sits at the center of every enterprise deal, yet the category hasn’t kept
Thanks to @agarfinks for covering the @RoadrunnerAI story: fortune.com/2026/05/12/exc…
Agents are the web's second user, and Parallel is the infrastructure layer powering them. 100,000+ developers are already building on it, including our portfolio companies @Harvey and @tryprofound. Congrats to @paraga and the @p0 team on your Series B. x.com/paraga/status/…
Rogo is building the AI platform for global finance. Financial services demand speed, precision, and auditability. @RogoAI is purpose-built for that environment, helping bankers and investors execute real workflows across research, analysis, diligence, and client materials.
Thank you @_ToddGillespie for capturing the @RogoAI story: bloomberg.com/news/features/…
