@Redpoint
Seed. Early. Growth. We invest across consumer and enterprise and have partnered with thousands of inspiring entrepreneurs over the past two decades.
We're endlessly inspired by @ShivdevRao and the @AbridgeHQ team as they empower doctors to be present with their patients instead of buried in documentation.
Shiv Rao, MD@ShivdevRao·Our thesis at @AbridgeHQ has always been simple: the best technology in healthcare should help the technology disappear. This is our opportunity to use AI to actually rethink and redesign the system. Learn more here: abridge.com/vision?utm_sou…
Some AI infrastructure buyers are placing multi million dollar orders without knowing the final price. @ericabrescia went on Bloomberg's "The Close" with Romaine Bostick, CFA to talk about Super Micro and the state of the AI infrastructure market. She covers: ◾️ The real logic behind Nvidia's $500 billion financing push ◾️ The shift in how companies are actually using AI models day to day that's changing the cost equation ◾️ Why @poolsideai's new open weight model release is a preview of where AI costs are headed next
Why did a spend management platform start its own AI research lab? @karimatiyeh describes @RampLabs as a “collection of crazy ambitious people that don’t like to be told that something is impossible”. It started about a year ago and has since worked on projects like building its own production-grounded coding benchmark “Ramp SWE-Bench”, putting Claude Code in RollerCoaster Tycoon, and a mechanistic interpretability playground. The Redpoint team spent the day with Ramp Labs to answer questions like: ▪️ How did Ramp Labs get started? ▪️ How do they decide what research to pursue? ▪️ The long-term vision for Ramp Labs
Congratulations to Ankur Singla, Ted Schmidt, and the entire Lumilens team on their $700M Series C at a $5.5B valuation. We're honored to be part of this journey. The bottleneck in AI infrastructure isn't GPUs - it's connecting them. Copper interconnects are approaching their physical limits, and the next generation of AI clusters will require optical interconnects to keep scaling. Lumilens designs and manufactures optical interconnects for both scale-up and scale-out networking. From chip assembly through high-volume production, Lumilens has developed proprietary manufacturing processes and a supply chain purpose-built for high-volume production. Lumilens is already in a rare class of companies capable of delivering at true hyperscaler scale. We're proud to back the Lumilens team as they build the connectivity layer for AI delivery and consumption.
Congratulations to Ankur Singla, Ted Schmidt, and the entire Lumilens team on their $700M Series C at a $5.5B valuation. We're honored to be part of this journey. The hard part of AI infrastructure today is connecting GPUs. Lumilens addresses this problem by building optical interconnects that enable processors to act as a single machine. Together, Ankur and Ted built LumiCore, a single technology platform spanning silicon photonics, mixed-signal ICs, interposers, and optical systems. They've paired it with a manufacturing operation, complete with custom robotics and test automation, built to hit hyperscaler volumes. We're proud to back Ankur, Ted, and the whole Lumilens team as they build the connectivity layer AI infrastructure runs on. 🎉
"Power drives everything in space. It's the fundamental metric that ties every development back to it, from communications throughput to how much compute you can host in orbit." @K2SpaceCo announced a $500 million Series D this week, and co-founder and CEO @KaranKunjur laid out the thesis behind it on @tbpn . The round lands 120 days into the mission of Gravitas, K2's first mega-class satellite, giving the company real-world proof that its bet on building bigger, higher-power satellites actually works in orbit. K2 has now crossed $1 billion in signed commercial and government contracts and is gearing up to build as many as 100 large satellites a year. Congratulations to Karan, @neelkunjur, and the entire K2 Space team on this news 🎉!
We're honored to continue our support of @K2SpaceCo as @KaranKunjur, @neelkunjur, and the entire team close their $500M Series D. K2 is on an important mission to build massive, high-performance satellites across all orbits. These satellites unlock new commercial and government opportunities that will define the future of space. Space is becoming one of the most strategically important technology sectors, and K2 is quickly establishing itself as one of the most innovative teams in this market. They're not assembling a satellite; they're redefining the architecture needed for the next decade of space missions. In just 4 years, K2 has already designed and deployed multiple space technology breakthroughs. Technical diligence in this category is hard, but one of the clearest signals is where the most talented people in the domain choose to go. With K2, that signal was impossible to ignore, and we continue to be amazed by everything this incredible team has accomplished. We're proud to partner with Karan, Neel, and the whole K2 team as they expand the boundaries of what's possible in space. Congratulations 🎉!
Congratulations to @roitiger, Ophir Arie, Omer Singer, and the entire @glowsecurity_ai team on their $180M raise. We're proud to back this team. AI has changed how people work, which creates a new generation of risks that traditional security tools can't keep up with. Glow is rethinking endpoint security from the ground up as an AI-powered operating model built on prevention instead of reaction. What stood out to us about this team is how fast they build, how much care goes into the product experience, and an energy that our team has felt in every working session together. Additionally, this team has impressive prior building experience. Roi previously co-founded Onavo, acquired by Meta in 2013, and went on to lead engineering for commerce across Meta. Ophir co-founded Medigate, acquired by Claroty for $400M in 2021, and Omer led cybersecurity strategy at Snowflake. We're honored to partner with Roi, Ophir, Omer, and the whole Glow team as they rebuild the foundation of endpoint security.
We recently published our fourth annual InfraRed 100 list and report, celebrating the most exciting private companies shaping the future of AI infrastructure. To mark the occasion, we brought InfraRed founders together at SFMOMA for an evening of conversation on the next chapter of AI. Explore the full InfraRed 100 list and read Redpoint’s perspective on the infrastructure layer shaping the future of AI: t.co/jMFIKnIE20 Highlights from the event👇
Congratulations to @christinaqi and the entire @DatabentoHQ team on raising a $97M Series B. We are honored to continue to support this team! Market data is one of the largest and most entrenched categories in finance, yet accessing it has meant months of procurement and integration work just to get to the starting line. Before building Databento, Christina and the team lived this problem across quant trading and high-frequency market making. Now, institutional-grade market data is available on demand through Databento’s API-first platform. Three years in, Databento is the provider of choice for some of the world's most demanding financial firms, with a customer base collectively responsible for trillions of dollars in daily trading activity. We're proud to back Christina and the entire Databento team as they modernize one of the most entrenched categories in global finance. 🎉
We’re hearing from CISOs and enterprise leaders that today feels like the “wild west.” @davidmcj, @sraney, and Satish Dharmaj break down why. As enterprises rapidly deploy agents across cloud platforms, data systems, and SaaS tools, there's no consistent way to govern and secure what's being built. In this video, they discuss how Dome Systems gives security and ops teams the visibility and policy controls they need to let AI actually work inside the enterprise, and why Dave and Marc are the right team to build it. Watch below 👇
Congratulations to @neilmovva, Samir Menon, and the @sailresearchco team on their $80M Seed & Series A round. We're excited to have invested in both the Seed and Series A alongside many fantastic co-investors. Today, agents run autonomously for hours, making thousands of decisions with no one in the loop. The industry needs an order-of-magnitude drop in cost per token, and Sail is rebuilding the inference stack from the silicon up to deliver it. Neil has spent his career at the hardware-software interface, from Tensor Cores at NVIDIA to the Neural Engine at Apple to leading GPU kernels at t.co/ghN0yRHRCF. Samir's background spans applied cryptography and security, from cofounding Blyss to platform security work at Apple. Together, they've built a culture obsessed with efficiency, where every engineer owns their piece of the stack outright. In this video, they discuss why Sail bet on an order-of-magnitude drop in cost per token, why ownership is the trait they hire for, and why Renee Shah and Satish Dharmaraj backed them on day one. Congratulations again, we are honored to partner with this team! Watch below👇
@Revel_Software @GoToImpulse Congrats team!! So sick🚀!!!
Congratulations to Yotam Segev, Tamar Bar-Ilan, Yonatan Itai, and the entire @cyera_io team on raising a $600M Series G at a $12B valuation! Since 2024, they have quadrupled their valuation. When we first met Yotam, Tamar, and Yonatan in 2023, their conviction that trust would become the foundation of enterprise AI stood out to us. That conviction has only proven more prescient since over 68% of organizations cannot tell the difference between human activity and AI agent activity inside their own systems. Cyera's AI-native platform discovers and classifies data with high precision, which gives teams clear visibility into how their data is used, stored, and secured. This visibility provides the crucial trust layer enterprises need to accelerate AI adoption while knowing and controlling what AI can see and do. 🎉We're honored to partner with this team.
Congrats to @mo_norouzi and the @ideogram_ai team on their new model: Ideogram 4.0! This is now the best open-weight image generation model. x.com/ideogram_ai/st…
Welcome @dfkoz to Redpoint as Partner and Head of Founder Experience. Redpoint has invested in FX for a decade. As a team, we aim to deliver concrete value to our founders that manifests in the two most important things to any growing business: people to power the business, and
We're honored to continue our partnership with Nick Reber and the @garnerhealth team as they close their $100M Series E. One of the most important decisions in healthcare is which doctor you see, but patients have rarely had reliable information about who actually delivers the
The Redpoint InfraRed 100 is now live. These are the companies building the infrastructure that powers everything happening in AI right now, from world models and agent runtimes to the sandboxes, databases, and security tools agents depend on. Congratulations to this year's
See the full dynamic list here: redpoint.com/infrared/100/
We're honored to deepen our partnership with @modal and co-lead their $355M Series C! When @bernhardsson and @akshat_b started Modal in 2021, they had conviction that building a truly great cloud for AI meant rebuilding the entire stack from the ground up. Five years later, that x.com/modal/status/2…
Congratulations to @RJScaringe and the entire Mind Robotics team on their $400M raise! We're excited to partner with them on this next chapter. Mind Robotics is building the full-stack platform to make robotics work in real-world manufacturing with a focus on scaled deployments.
We're leading @champ_hq $8.5M round and partnering with @jputrevu, Ted Cheng, and Peter Lin. Congrats to the whole team as they emerge from stealth! Operations teams still struggle with the judgment-heavy work between their tools, from re-keying data out of faxed PDFs to
Congratulations to Sahir Jaggi and the entire @forushq team on their $160M raise! We're excited to partner with them on this next chapter. Scientific progress in medicine is accelerating, but getting breakthroughs to patients remains slow and unreliable. Even after FDA x.com/forushq/status…
When @loganbartlett and Enzo first met the @aaruHQ team, they immediately sensed that something special was happening. The combination of the team's clarity of thought, the customer love we heard, and Aaru's ability to fundamentally rethink how organizations conduct customer
In an era where traditional playbooks no longer apply, @seekingtau, @virtualned, and @john_k live on the frontier of what's possible. It's hard to walk away from a conversation with them without feeling inspired. Their relentless passion for the problem they're solving
