Issue #106 • May 15, 2026
Hi Seedradar Squad! Sovereign infrastructure is the only moat that matters now. Anduril just locked down a massive check to scale autonomous defense, doubling its valuation to build out software-defined military hardware globally. Meanwhile, Google and SpaceX are in talks to launch heavy AI compute clusters directly into orbit to bypass terrestrial grid bottlenecks.
Down at the execution layer, Cerebras is finally stepping into the public ring with its Nasdaq debut, betting that wafer-scale compute can finally dent the GPU monopoly. We're officially trading thin software wrappers for heavy autonomous warfare and orbital compute infrastructure.
Anduril locked down a massive $5 billion check, doubling its valuation to a staggering $61 billion.
The defense titan is using the capital to build out its software-defined military hardware and scale autonomous systems globally.
Google is in active talks with SpaceX to deploy heavy AI compute clusters directly into low-earth-orbit satellite networks.
The move seeks to bypass terrestrial power grid bottlenecks entirely, moving the thermal footprint of massive intelligence into space.
💰 Snapshots: What Else Is Happening?
• Amp pulled a great $1.3B to treat AI compute like a literal utility grid. They’re bypasses the cloud middleman to target 1.9GW of raw infrastructure over the next five years. - Read More
• Cerebras is finally stepping into the public ring with its Nasdaq debut under CBRS. It's a massive bet on wafer-scale compute actually denting the GPU monopoly. - Read More
• Anthropic issued a brutal warning against secondary platforms trading its shares. It’s a move to control their narrative and keep predatory brokers away from their equity. - Read More
• Clio hit a $500M milestone just as they integrated deep agentic AI into legal workflows. It proves that Vertical SaaS isn't dead—it’s being reborn as an autonomous operating system for professional services. - Read More
• Mind Robotics grabbed $400M to scale autonomous industrial fleets. We're moving from "AI that writes emails" to "AI that manages the entire warehouse floor without human oversight.". - Read More
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Disclosure: Seedradar Ventures and/or its general partner may hold investments in some of the companies mentioned in this newsletter. This content is provided for informational purposes only and should not be considered investment advice.
