Daniel Obodovski

SpaceX and Elon Musk are seeking to solve the impending AI data storage bottleneck problem by launching up to a million solar-powered satellites. They will be well-served to contact Lior Bar-Shalom of Arbell Energy LTD, whose revolutionary technology doubles the efficiency of current solar energy capture. Just this past week, Arbell - a recent graduate of CREATION-SPACE's Expand accelerator - won the Audience Choice Award at Israel Space Forum's IL Space Pitch 2026 in Tel Aviv. #solarenergy #Israelitech #startupnation #accesstospace #spacetech #ai #spacex #energyefficiency https://lnkd.in/eZJkaYC5

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Tessellate Robotics and Calian share a unified vision: advancing Canada’s defense capabilities through innovation, collaboration, and trusted national expertise. By combining our complementary strengths—cutting‑edge robotics and autonomous systems with deep operational experience and mission‑ready technologies—we are committed to tackling the complex technological challenges facing modern defense. Together, we aim to deliver resilient, Canadian‑led solutions that enhance readiness, strengthen sovereignty, and support the women and men who protect our nation.

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Funding news: Lucidean , a Santa Barbara–based AI interconnect pioneer, has successfully secured $18 million in Seed financing to redefine optical links for next-generation data centers. The company is addressing the critical scaling challenges of AI infrastructure by bridging the gap between low-cost short-range links and expensive, power-hungry coherent systems. Startup: Lucidean Founders: Hector Andrade and Dr. Aaron Maharry Key Highlights: 1. Breakthrough Technology: Developing CohZero™, a "coherent-lite" architecture that delivers high-end signal integrity at the power and cost profile of traditional simple optical links. 2. AI-Scale Performance: The platform supports 3.2 Tbps and 6.4 Tbps transceivers, specifically designed for the massive data demands of AI-driven fabrics and hyperscale networks. 3. Strategic Leadership: Recently appointed photonics veteran Dr. James Raring (former CEO of Kyocera SLD Laser) as Chief Executive Officer to lead the productization phase. 4. Strong Backing: The round was co-led by Entrada Ventures and Koch Disruptive Technologies (KDT), with participation from Foothill Ventures, M Ventures, and others. With this capital, Lucidean aims to accelerate R&D and hardware validation, positioning itself as a vital infrastructure player for the future of cloud computing and artificial intelligence. Follow The Dollar Story for more updates on venture capital and startup funding. Now We are on Instagram as well: https://lnkd.in/gGvkhbHC #Lucidean #StartupFunding #AIInfrastructure #OpticalInterconnect #VentureCapital #DataCenters #Photonics #SeedFunding #TechInnovation #TheDollarStory

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Waymo is causing gridlock in its operations. Causing delays, gridlock, and outright blocking of emergency services. A new multi-trillion-dollar Industry requires INTELLIGENT INFRASTRUCTURE! https://lnkd.in/gyVQMn7M Just imagine when thousands of Avride, Waymo, Zoox, Clevon, Cruise, Motional, Tesla, Gatik, Aurora, Coco, Kodiak, TuSimple, Starship Technologies, General Motors, Nuro, Refraction AI, . . . are deployed in the city. Intelligent Infrastructure Economic Zones (I2EZ) accelerate the deployment of the AI-RAN and AI-GRID from NVIDIA, SoftBank Group Corp., and Fujitsu. https://lnkd.in/gcQSh2Xv ASOCCs enable Automated Mobility Districts and other solutions like Drone-aaS, Maintenance-aaS, Mobility-aaS, Digital Twin-aaS, Delivery-aaS, Freight-aaS, . . . Creating millions of new jobs and economic growth nationwide. https://lnkd.in/gK4-J8qF Infrastructure investors and the Federal Infrastructure Bank are mobilizing $billions in private capital to underwrite Intelligent Infrastructure Economic Zones. https://lnkd.in/gWnJD877 Autonomy Institute INTELLIGENT INFRASTRUCTURE Enables “Street Smarts”. https://lnkd.in/gK4-J8qF #infrastructure #future #transportation #arpa-i #arpax #jobs #bank #digital #innovation #data #people #visionzero #continuumofcapital #dataexchange #partnerships #supplychains #digitaltwin #privacy #investment #p3programs Autonomy without Intelligence: -- Congestion: https://lnkd.in/gx39yNir -- Get out of my way: https://lnkd.in/gY5BKA5k -- Who’s on first: https://lnkd.in/gNyWX4ke -- Pole jumped in front: https://lnkd.in/gEtAgBt2 -- Congestion: https://lnkd.in/giysqS-n -- Traffic Jams: https://lnkd.in/gDs26ske -- Traffic Jams: https://lnkd.in/gzzcTds8 -- Traffic Jams: https://lnkd.in/gVQpfAf2 -- Traffic Jams: https://lnkd.in/gYA8YVM8 -- Crash: https://lnkd.in/g6tKdkFG -- Wrong side of road: https://lnkd.in/g2JUTxFY -- Who is on first: https://lnkd.in/grXh7DWe

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Great post, Robert Heath, America's Big Beautiful Bill will help us win the 6G Race with AI-RAN. Densification is key. It requires design aesthetics, support for decades of upgrades, and a significant reduction in deployment costs for operating partners. The other key is that AI-RAN supports frequency agility, freeing our wireless spectrum through advanced reconfigurability and real-time baseband processing. For example, radar interference that would usually shut down an entire system, AI freezes only the affected frequencies, keeping the rest online. Cerberus Capital Management ODC AI-RAN. Also, dozens of industry leaders are supporting the N79 spectrum band for the world's first RAN network built from the ground up for Machine-to-Machine and Autonomous Systems, supporting ground and low-altitude airspace. Autonomy Institute https://lnkd.in/gpC-gQjj

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🍇 A Family Vineyard Just Got Supercomputer Powers—And It's Changing Agriculture Forever Iron Horse Vineyards in Sonoma connected their vines to UC San Diego's supercomputer center via a 10-gigabit network. The result? A "digital twin" that's rewriting the rules of farming. The Setup: -Drones + ultra-high-res multispectral cameras -Field sensors tracking soil, moisture, CO2, weather -Real-time data flowing to supercomputer at 10 Gbps -AI models running 24/7 simulations The Results: 💧 10% water reduction (proven in similar CA farm) 🎯 Precision timing for harvest 🌍 Real-time climate adaptation 📊 Drought scenario testing without risk Why This Matters: Traditional farming meets precision agriculture 2.0 This isn't just about wine—it's a blueprint for: 🌾 Climate-resilient crop management 💰 Resource conservation at scale 🔬 Data-driven food security 🎓 New AI career pathways for students The Vision: What irrigation did for farming in the 1900s, AI + supercomputing will do in the 2000s. As one researcher put it: "Data analysis will become as essential to agriculture as sunshine." Replication Potential: The model is designed to scale across all farming types—from vineyards to row crops to orchards. With climate volatility increasing and water scarcity intensifying, this farm-to-supercomputer pipeline could be agriculture's operating system for the next century. 📍 Partners: UC San Diego, CENIC, Iron Horse Vineyards, SDSC 📖 Published: January 2026 👇 Let’s discuss.  Reach out directly at contact@innodexis.ai or https://innodexis.ai/ #PrecisionAgriculture #AI #Sustainability #ClimateAdaptation #AgTech #DigitalTwin #FoodSecurity #UCSanDiego #SDSC #CENIC #IronHorseVineyards #Supercomputing #HighPerformanceComputing #ScientificComputing #AIInfrastructure #DigitalTwinTechnology #PrecisionAgriculture #AgriTech #SmartFarming #ClimateResilientAgriculture #WaterEfficiency #SustainableFarming

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Anwer & Co. is proud to announce our strategic position in Bittensor ($TAO) – one of the most innovative and disruptive forces in AI infrastructure today. At its core, Bittensor is a decentralized network that redefines how machine intelligence is created, trained, and shared. Instead of siloed corporate labs, it empowers developers around the world to build and earn by contributing to a permissionless, blockchain-based AI protocol. We believe $TAO is not just another blockchain project. It’s the blueprint for an entirely new economy of intelligence – one that is open, incentivized, and constantly evolving. What Ethereum did for smart contracts, Bittensor is doing for AI. As deep believers in the convergence of finance, frontier technology, and global decentralization, our conviction in TAO is both strategic and philosophical. We’d like to extend our admiration to the Bittensor founding team – Jacob Steeves, Sebastian Leigh, and the early community – for their courage to build outside the system, and the brilliance to make it work. We’re excited to be part of this journey, and we believe the best is yet to come. #AI #Bittensor #TAO #Web3 #DecentralizedAI #MachineLearning #CryptoInnovation

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EvoNexus company Biolinq announcement of the needle-free, autonomous wearable biosensor began as a technology developed at UC San Diego over 12 years ago. What they have accomplished describes why EvoNexus was created 15 years ago by Vice Admiral Walter Davis and myself, to "Turn Transformative Ideas Into Fundable, Commercially-Viable Companies." Their announcement this week has been the result of over a decade of deep science and technology. That is exactly what EvoNexus is looking for: transformative companies. The press release and my quote is shown below: https://lnkd.in/gUSi_uv4

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TechCrunch 3M followers - 2/20/26 "Solid-state transformers are poised to arrive at a time when existing transformers are aging and demand for new ones is surging —  Most transformers on the grid today are several decades old, according to the National Laboratory of the Rockies (NLR; formerly the National Renewable Energy Laboratory) https://lnkd.in/euunZkjD . As demand from data centers, EV chargers and other parts of the grid rises, the NLR expects the amount of power flowing through transformers to double by 2050." #grid #nextgengrid #electrification #transformers #solidstatetransformers https://lnkd.in/e4GxVmZ2

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I cannot wait to share the next evolution of #TechMed at LSI next month, illustrating how data strategies are driving innovation, as we have seen in robotics and autonomous vehicles. DCVC-backed companies that build data flywheels have been at the forefront of several industries for over 15 years: they are core parts of the fabric of #TechBio: and are now driving into the part of healthcare traditionally dominated by MedTech. Now, both new innovators and large incumbents can work in tandem on world-class healthcare models that will drive down costs and improve patient outcomes. Happy to be partnering with Christopher Cleary on this talk.

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Interesting — check out this new study on the "Curtail to Compute" Strategy: A major report from Next 10 today proposes siting data centers in rural California near solar farms to utilize curtailed energy (excess power that can't reach urban grids). This approach could bypass the multi-billion dollar grid upgrades currently stalling AI expansion.

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Management has been clear: 2026 may see slight margin compression as a full year of higher DevEx rates and infrastructure/safety investments catch up with bookings growth. But the intent is to prioritize long term genre expansion and platform durability, and then reestablish cost leverage beyond 2026 (notably in CY27), as the investments mature and the platform scales into a larger AI/infrastructure base. In Q3, Roblox already showed operating leverage in fixed costs while increasing DevEx; it also highlighted that free cash flow growth should meaningfully exceed bookings growth in 2026-a crucial indicator for longer term valuation support.

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A great read from Jean-Philippe Goyet on how Agentic AI in OSS must be grounded in operational realities not just innovation headlines. #Telecom #OSS #AgenticAI #AutonomousNetworks

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🚀  IHMC + Conduit Venture Labs: Turning Research Breakthroughs into Real World Impact I’m thrilled to share a new partnership between IHMC (Institute for Human & Machine Cognition) and Conduit Venture Labs to help advance real-world commercial paths for IHMC’s world-leading research. IHMC has been at the forefront of work in embodied AI, human-machine teaming, robotics, and human performance for decades. The opportunity now is not just continued discovery — it’s ensuring these technologies make it out of the lab and into the world, where they can drive real impact across defense, industry, and everyday life. 💡 Why this matters We’re at a pivotal moment for U.S. innovation. Across several critical domains — from advanced manufacturing to physical AI — the U.S. is falling behind. At the same time, our research institutions remain among the strongest in the world. The gap isn’t invention– it's translation Translating research into commercial outcomes isn’t a “nice to have.” It’s essential infrastructure. Too many breakthroughs don't exit the lab or stall before reaching scale, leaving economic, strategic, and societal value on the table. This partnership brings a builder’s lens early — evaluating multiple commercialization pathways (licensing, venture creation, strategic alliances) to ensure IHMC's breakthroughs reach real markets for impact and scale, delivering measurable returns. Thanks to IHMC's Ken Ford, Founder and CEO emeritus & Morley Stone, CEO of IHMC, for their vision and leadership. I have been a huge fan ever since I met Ken and got introduced to the organization. 👏 🙌 Lets go!!! 🚀 🚀 🚀 https://lnkd.in/gHCZkFFM #Ai #PhysicalAI, #Robotics #DeepTech #Commercialization #Innovation #PhysicalAI #TechTransfer #VentureBuilding Amish P. Christopher James Lüscher, Ph.D Jerome Hewlett

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Most early-stage founders in Israel know the struggle of applying for the Israel Innovation Authority’s Pre-Seed Grant. Applications often get stuck on the requirement to first show matching investment. We designed the EXPAND III program to remove that barrier. This cohort focuses on Physical AI, robotics, and simulation, areas where early development is expensive and time-sensitive. We’ve secured $300K in investment from Creations VC for each startup accepted into the program. If you’re selected, that investment can serve as your matching capital, helping secure an additional ≈$350K in non-dilutive IIA funding. Instead of chasing investors to qualify for a grant, you can focus on building your company. That’s what makes EXPAND III different. We built a structure that helps founders move fast, meet the IIA’s matching requirement, and gain real funding momentum from the start. (link to apply in comments)

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That gap you mention is exactly where the real constraint is emerging. Compute is advancing faster than the physical layer can be deployed and stabilized. What we’re seeing is that housing, thermal behavior, and energy integration have to be engineered as a unified system — not added afterward. With VEGO2 we are approaching this from the envelope outward: standardized, sealed, high R-value structures that can be mass produced and deployed rapidly, with predictable thermal performance in extreme environments. If the physical layer isn’t controlled, timelines will always slip — regardless of how fast the compute evolves.

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Elisha Tropper suggested that SpaceX should be talking to Arbell Energy. Then, I listened to Elon Musk’s recent interview with Dwarkesh Patel and John Collison, where he goes into detail about how SpaceX is thinking about energy scale and solar performance. Much of what he described closely mirrors the way we’re thinking about solar for space. This now feels less like a distant goal and more like a near-term conversation.

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