Redpoint

"Everybody is looking at how we can squeeze the most juice possible out of the chips that exist in the world today." @ericabrescia joined Bloomberg this week to talk about where value in the AI ecosystem goes next, specifically the inference stack. As more AI moves into production, Erica is seeing private companies across inference grow at astronomical rates. She sees innovation happening across the entire inference stack, from the chip level with new memory-optimized architectures to inference engines and new model architectures. She's also a big believer in a heterogeneous future from an accelerator perspective, creating investment opportunities across each layer of the stack. She expects that growth to continue for both inference serving providers and the companies building the technology that enables inference, whether it runs on neoclouds, hyperscalers, or inside enterprises themselves.

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Congratulations to Kevin Mandia, Travis Lanham, Evan Peña, David Slater, and the entire @ArmadinSecurity team on their $255.5M Series B! We're excited to partner with them as they enter this next chapter. AI has compressed the time between vulnerability disclosure and periodic penetration tests can't keep pace. Armadin deploys a swarm of specialized agents that think like a skilled adversary. They chain low-severity weaknesses into validated attack paths so security teams can shut them down before anyone exploits them. Seven months after emerging from stealth, Armadin is already running these campaigns in production for Fortune 500 enterprises and government customers. Few teams know the attacker's playbook better. Kevin founded Mandiant, which Google Cloud acquired for $5.4B, and helped expose the 2020 SolarWinds supply chain attack. Evan spent 13 years at Mandiant, where he helped build and later led a red team that grew to more than 200 consultants. Travis and David both come from Google Cloud Security Operations, where Travis was the technical lead who scaled the business from launch and David architected a data platform that processes trillions of events per day. We're honored to back Kevin, Travis, Evan, David, and the Armadin team as they put AI-powered offense to work for defenders. 🎉 More on Armadin: t.co/ZbnwjGFOlF

Congrats to @StephanEwen and the @restatedev team on their $20M Series A! We backed Restate at seed and are thrilled to keep building with Stephan, Till, Igal, Ahmed and the rest of the Restate team. Software has always had to survive interruption, but AI agents raise the stakes. Agents run longer, call models and APIs, use tools, and change direction mid-task. When something breaks, there is far more to preserve. It's no longer only the execution that needs to survive, but the state and communication around it. Restate's founders created Apache Flink, which became foundational infrastructure for real-time data systems. With Restate, they built durable execution on a purpose-built distributed log, so execution, state, and communication live in one lightweight system with no external database required. It's already running in production. Restate handles all durable orchestration for Replit Agent, and hundreds of companies, from leading AI companies to the Fortune 500, rely on it for mission-critical workloads. We're proud to continue our partnership with Stephan and the Restate team as they make durability a property of the infrastructure itself. Let's go, team 🚀!

Congrats to Lohit Sarma, Tal Yusov, Michael McDermott, and the entire @weareande team on their $52M fundraise. We're proud to back them as they redefine the corporate entertainment network. Ande gives teams a single platform to book entertainment effortlessly while finance and legal keep full visibility into spend. Entertainment builds culture, closes deals and deepens the relationships that matter most. Whether it's a team dinner reservation or booking the holiday party, Ande provides the infrastructure to manage both sides of every transaction. Lohit's startup DNA and enterprise experience give us confidence in the team's ability to scale and innovate. His co-founders Tal and Michael scaled Lifion alongside him, and from there they've built out the rest of the team from companies including Navan, Uber Eats, Resy, and Restaurants365. We're honored to be on this journey with the Ande team as they connect both sides of corporate entertainment. 🎉

Congratulations to @sahirjaggi and the entire @forus team on raising a $150M Series C! Sahir has assembled a truly special team that is moving fast to solve some of healthcare's most important problems. Forus connects doctors, pharmacies, payers, and biopharma so new science actually reaches the patients who need it. Forus is now used by providers across all 50 states, reaching patients in 85% of U.S. residential ZIP codes, and works with nine of the world's 15 largest biopharmaceutical companies. We're proud to keep backing Sahir and the entire Forus team and couldn't be more excited for what's ahead 📷

Congratulations to @nirzuk , Wilson Xu, Udi Shamir, and the entire Cylake team on their $245M funding round. We're honored to be on this journey with you. Cylake is building a complete cybersecurity platform for full data sovereignty in on-premises and private environments that demand operational control and accountability. By operating on a single, complete data foundation, Cylake closes the coverage gaps that fragmented tools leave behind. This team has a rare depth of experience building the cybersecurity category from the ground up. Nir founded Palo Alto Networks, and Udi and Wilson helped define the modern firewall category alongside him. We're proud to back Nir, Wilson, Udi, and the entire Cylake team as they give organizations a way to adopt advanced security without giving up control. 🎉

Designing a building shouldn't feel like being crushed by one, yet the tools architects rely on haven't meaningfully changed in 30 years. Congratulations to Amar Hanspal and the Motif team for creating a rich, liberating, joyful experience for designing buildings. Motif's agent-native BIM is built for the modern world and instantly connects to every tool and system you use. We couldn't be more excited about this adventure. Congratulations team!! 🎉

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.

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

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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

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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 🎉!

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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👇

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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 👇

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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👇

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@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

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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…

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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

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