June

09

2026
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Jules
Chips
founder's note about traction
We know that customers want our product because we have been on the customer end. Every single one of our founding team has worked for the federal science and defense establishment. Personally, in my early career (Rayni, CEO) I spent several weeks with Pentagon officials traveling across the US to primes and startups looking for exactly the type of reconfigurable chips MARASA is building.
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Vanguard Defense
Defense
founder's note about traction
$2.4M in revenue, $1.6M is recurring ARR. Deployed hundreds of U.S. veteran expert data annotators into the autonomy programs of neo-primes, international US Allies like Rheinmetall and Taiwan's National Coast Guard, and more. Partners with the VA. Design partners with Palantir's AIP platform.
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terra fusion energy
Energy
founder's note about traction
We have met multiple executives at Constellation Energy, including 5 minutes with the CEO.  Constellation is a $100B energy company, and the largest operator of nuclear power in the United States.  We also met with billionaire Hunter Hunt of Hunt Industries.  Everyone we've met is supportive of our vision for 5 MWe fusion micro-reactors.
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LAYRR
Materials
founder's note about traction
Revenue & Contracts: We completed a commercial contract with ElementSix, and have quotes out with four other companies. Aerospace & Automotive: We are now directly engaged with Boeing's Chief Materials Scientist and secured a grant with support from Volkswagen. Strategic Partnerships: We signed a Joint Development Agreement with Atomik AM to develop high-density aluminium
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anypath.ai
Robotics
founder's note about traction
Backed by 4 papers and validated at a customer site. From a single fair (A&T, Turin), we generated 60+ inbound leads. Secured 5 signed LOIs and 3 paid pilots (€15k–50k each) about to start, with 7 more in discussion. Engaged industry leaders (e.g., EFORT, FANUC, UR, Comau, Stellantis, Michelin), discussing product co-design with a few of them.
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Stellerian
Space
founder's note about traction
We have secured $60M in commercial LOIs for our software are negotiating 5 paid pilots worth a value of up to $25M.  Secured our first phase 1 contract with the Space Force last year and are on path to a phase 2 this year, over $8M in the proposal pipeline.  Participated in the Techstars space accelerator.
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ARIS
Agriculture
founder's note about traction
Since ideation we have worked very closely with greenhouse operators, adjusting designs and operation of ARIS to make it compatible with hydroponic greenhouse facilities. Greenhouse operators know what aeroponics is, they are waiting for someone to build a system that is commercially viable. ARIS is that system.
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Motif Materials
Batteries
founder's note about traction
Neuralink implant eng team (3 engineers) requested our spec sheet for active implant battery evaluation — April 2026. TDK InvenSense CTO described our battery as 'accelerating the smart glasses market flywheel' — offered venture team introduction at Sensors Converge — May 2026. Abbott Diabetes Care Dir. of Eng expressed WTP at $0.30 vs. $0.20 current (+50%) for our reflow-compatible cell vs Li-ion
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ChargeWheel
Batteries
founder's note about traction
AB InBev: First customer; currently generating revenue. Amazon: Initial provider agreement signed.
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Diag-Nose.io
Biotech
founder's note about traction
1. Pharma partnership signed for a $200K pilot study, with expansion up to $2M  2. Recent $2m grant won (non-dilutive funding) 3. 200,000+ respiratory biomarker datapoints generated for our drug discovery platform 4. Core platform with proof-of-concept data in 200+ patients > Currently running 1000+ patient study 5. Prev. raised $2m in equity > 75% of current $4m raise done
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Elnager
Biotech
founder's note about traction
We completed the FR8 accelerator in Spring 2026. We are now raising capital to commission our pilot facility. Proving demand, we signed a contract with Bioqore for an initial partnership on a pharma contract, an AI company with a $9M+ pipeline. Additionally, we are in active partnership talks with Argit AI. To support this, we already secured our first hire, an MIT post-doc.
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Hayden Biotech
Biotech
founder's note about traction
Deployed and tested 40 L pilot bioreactor with a company strain and fermentation company, results of 270% performance increase from day 1. Bioreactor deployment agreement with one Dutch contract manufacturer for our 500 L PentaForge bioreactor and start paid pilots using their facilities. Agreement signed for bioreactor evaluation & priority of first negotiation with Dutch fermentation company.
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Endurance Semiconductors
Chips
founder's note about traction
We have established early traction through engagement with Tier-1 companies including Microchip, NVIDIA, GlobalFoundries & Analog Devices. Discussions have focused on AI data centre power supplies, high-freq GaN systems, and next-gen industrial power conversion. We have demonstrated device-grade 3C-SiC heteroepitaxy on silicon and are progressing transfer into a low-volume foundry.
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Lobe Labs
Chips
founder's note about traction
I have an active partnership with the largest biocompute provider, organized a biocomputing symposium with over 100 researchers, developers, and investors that validated the need for my tooling, and have technical validation on an approach that competitors in the space are still trying to accomplish.
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Operon Technologies
Chips
founder's note about traction
I’ve now finished the core toolchain needed to build the product, and I’m using customer discovery to validate demand with AI infrastructure and deep-tech contacts. The signal so far is strong interest in the wedge, repeated technical feedback on the problem, and enough conviction to keep sharpening the thesis before first deployment.
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Talon Avionics
Defense
founder's note about traction
We have interest from the U.S. military and defense contractors in Poland, Israel, and the UAE, with multiple groups waiting to evaluate a fully integrated MVP before moving toward deployments or purchase discussions. We have a working prototype that currently has about 1 in 12 interception success rate. Need to bring this up to at least 80%.
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Crucible Platforms
Defense
founder's note about traction
We are building relationships with the relevant Government entities (AFRL RA, DARPA, DoW). The capitally intensive nature of our product makes it difficult to attain traction before capitalization.
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Sky Spy
Defense
founder's note about traction
SkyAgent 001 is TRL 8, combat-validated across 50+ frontline missions in Ukraine. Ranked #1 among 6 EW companies at a French Armed Forces exercise in May 2026. Active hardware integrations with Quantum Systems, Evolve Dynamics, Viima, and Orqa. LOIs and MOUs signed from tier-1 OEMs and brigades.
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Blue Horizon
Defense
founder's note about traction
Regularly engage with both the Army and Marine Corps around contested autonomous resupply, incl. key stakeholders like Marine Corps 3rd MLR commander and Army PM Tactical UAS. Preparing for tech assessment in the Vigilant Eagle 27 Army training exercise. Advised by the former commander of US Army Materiel Command Gen Charles Hamilton, who helps shape our product and pursuit strategy.
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NEUUF
Energy
founder's note about traction
We recently conducted our first Pilot with Monday Motorbikes and our data concluded our tech generated a 36% range increase which was then validated by HiMarc Simulations a leader in EM technology contracts. We're now negotiating a PO with Monday and Dust Moto (both of which were recently acquired) as well as Sirris Suspensions and Voltz Innovations (EV trucking) for next years vehicles.
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Corley
Energy
founder's note about traction
Corley Energy exists because AI is bottlenecked by power, not chips. ERCOT large-load interconnection runs four to seven years; hyperscalers and neoclouds need gigawatts in 18 to 24 months. We close that gap with behind-the-meter natural gas campuses on stranded Permian gas, delivering contracted power to AI tenants outside the grid queue entirely.
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Infinidium Power
Energy
founder's note about traction
We're pre-revenue — currently raising our $1,000,000 founding customer allocation to fund the initial 16× H200 deployment in Calgary (45 days to live once funded). No signed LOIs yet; we're in active term-sheet discussions. Demand is proven, not assumed: 1. Price arbitrage is acute. The 12 AI labs we've spoken with (Together, Harvey, Poolside, Magic, and 8 others) are currently paying $2.85-$4.1
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Re:notch
Energy
founder's note about traction
We have 3 LOIs with property portfolio owners We are working very closely with one of the portfolios (+30 properties) to identify the ideal properties for the first 2-3 co-invested deployments (>5.000m2) We have dialogues with 2 customers in Germany, not yet signed LOI with us
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Andros Innovations
Hardware
founder's note about traction
We design and build reactors that produce ammonia. We've signed an MOU with a major US ammonia distributor to supply $8M of ammonia per year, with distribution handled through the customer base they've cultivated over the past 100 years. In parallel, we're in advanced talks (under NDA and nearing MOUs) with four global ammonia project developers to license our reactor technology.
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Mabwas Industries
Hardware
founder's note about traction
Demand exist because this is a pure utility play, how much can costs of unit+energy be reduced and how much output can be increased. We are competing in Induction Motors and Active Magnetic Bearings. The Proof of Concept is fully functional showing the per capita benefits! Therefore the risk is very minimun. Any investment will therefore be used for final prototypes, testing and IP formations.
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Polysynth
Hardware
founder's note about traction
We started developing our first product in November 2025, after building our proof of concept in October. We launched under a month ago (May of 2026) and received pre-orders for over 20 units (~$10k received, ~$100k once we begin shipping units). We are partnering with resin manufacturers that supply >5000 dental labs.
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Andros
Materials
founder's note about traction
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Physics Inverted Materials
Materials
founder's note about traction
We have paid customers who are replacing their physical experiments with our AI model for nature. As opposed to a static foundation model, we have developed a continuously improving model of nature that allows us to target many verticals seamlessly with a unified model architecture. This creates a data flywheel that allows us to operate profitably to develop new batteries, catalysts, and membranes
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Ridgeline Elements
Materials
founder's note about traction
We're a critical mineral processor. Our initial focus is on cobalt production. We have LOI's with Traxys, one of the principal suppliers to Project Vault (the critical mineral strategic reserve), and 6K Energy a battery manufacturer.
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Zerolys
Materials
founder's note about traction
Demand has been validated through engagement with multiple consumer brands and packaging partners, including a global cosmetics packaging partner, Europe’s largest own-brand household and personal care manufacturer, and other consumer brands that have signed up to trial the material once commercial-ready.
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Qnity Bio
Quantum (Hardware)
founder's note about traction
Qnity Bio is developing a quantum electrochemistry platform for label-free molecular affinity assays, enabling ultra-sensitive detection and real-time binding analysis across small molecules, biologics, and complex samples. Our core breakthrough is the combination of engineered quantum electrodes, multiplexed electronics, microfluidics, and software to deliver SPR-like or better affinity data with lower cost, lower sample volume, and stronger performance for challenging targets such as small molecules and early-stage hits. Our customer acquisition strategy starts with paid proof-of-concept projects with pharmaceutical, biotech, CRO, and diagnostics partners, focused on high-value use cases in hit-to-lead, fragment screening, biologics characterization, and diagnostic assay development. These pilots will convert into a scalable platform model built around instruments, disposable sensor chips, reagents, software, and eventually subscription-based data and workflow services.
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Namu Robotics
Robotics
founder's note about traction
We have signed 4 LOIs representing approximately 15 million trees annually and built a pipeline covering more than 500,000 hectares of restoration opportunities across North America and Australia. Our first paid commercial deployment is scheduled in Quebec in 2026. We have completed a multi-month validation program with Rio Tinto focused on mine rehabilitation and received a letter of support.
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OAA Robotics
Robotics
founder's note about traction
1 LOI Completed, 1 almost finalized and 2 in initial stages
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Plasmizer
Space
founder's note about traction
Our customer traction is already validated on multiple tracks: 150+ NSF I-Corps discovery interviews confirmed demand pull for VLEO-capable propulsion, converting into active engagements with the U.S. Space Force (VLEO ISR) and AFRL (propulsion), a $275K NSF SBIR Phase I award, and two commercial LOI discussions with satellite OEMs (Terran Orbital and Stellar Exploration).
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spantrik
Space
founder's note about traction
We are currently pre-revenue but have secured three MoUs with industry partners for future launch opportunities. Through conversations with satellite operators and space ecosystem stakeholders, we have validated strong demand for faster and more precise launch services. The expanding satellite market is creating a clear need for fully reusable rockets.
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Overwatch Aerospace
Space
founder's note about traction
We've engaged key stakeholders at NASA, the DoD, and OSC, all of whom have confirmed that the need for CSDA is growing. In our conversations, we've learned about how the lack of domain awareness is already hampering safe operations, and how the danger of operating in the domain is only expected to grow over the next decade as proliferation in the cislunar space continues.
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