AI’s next bottleneck is power. @dfjgrowth is thrilled to back @ambrosiaenergy, building modular, off-grid solar battery plants for AI workloads. Honored to partner with Benjamin Longmier @longmier, Sara Spangelo @sara_spangelo, & the Ambrosia team. dfjgrowth.com/story/ambrosia…

Weeeelllll, I guess @Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David :)

Getting to space was step one. Tom Mueller @lrocket helped power SpaceX to orbit. Now, with Impulse Space @GoToImpulse, he's solving the harder problem — moving through space with the precision it demands. Founder Story: dfjgrowth.com/founders/tom-m…

Thrilled to back the @Saronic team in their $1.75B Series D. At @DFJGrowth, we love partnering with founders who are reimagining how critical industries are built – Saronic hits the mark with a clear-eyed vision that is both compelling and crucial. dfjgrowth.com/story/saronic

TIME’s new cover: SpaceX is racing to build its most powerful rockets yet with the goal of returning humans to the moon. Gwynne Shotwell is leading the charge alongside Elon Musk. Read it here: time.com/article/2026/03/26/…

Fun time chatting defense tech investing with @StevenSimoni on @DroneUltimatum Podcast - thanks for having me! We cover what we @dfjgrowth look for as long time VCs in the category, how the battlefield is changing and the pressing need for defense innovation (shout out to portcos @SpaceX @anduriltech @VannevarLabs @hiddenlevelinc @GoToImpulse), & how startups can most effectively partner and scale w the government.

Space-based data centers make total sense, especially with low cost launch and high mass to orbit via Starship. The sun offers a free, abundant and clean energy source that can be harnessed through massive solar arrays to power satellite AI data centers. The climate in space offers a natural source of cooling & ventilation for AI compute clusters. Then you launch a constellation of solar-powered satellites that have have embedded power and cooling advantages. The satellites each house a GPU farm for AI computing/processing. The satellites will have high frequency up and downlinks plus wideband laser crosslinks to create the ultimate AI network. And voila…you have a AI compute system in space that serves the massive genAI demand of humanity.

I can’t wait to go to the Moon!

Today, we’re proud to back @Modular $250 million Series C financing and its mission to build AI’s unified compute layer. dfjgrowth.com/story/modular-…

Gateway to the future … to infinity and beyond!

Anduril is No. 1 on @CNBC's Disruptor 50 list.

Thanks to the team, partners, and investors helping us accelerate our future beyond Earth: Linse Capital, @dfjgrowth, Valor Equity Partners, @foundersfund, @Lux_Capital, @RTX_News, @DCVC, @AirbusVentures, Spring Tide Capital, First Principles Group, @balerionspace, @tamarackglobal, and @Trousdale_VC.  #ImpulseSpace #MobilizeSpace

So excited for @dfjgrowth be joining the @GoToImpulse team after knowing Tom Mueller since the earliest days of SpaceX. After joining the SpaceX family 16 years ago, we’ve been looking for another opportunity to participate in the intersection of the emerging space economy and the innovation economy. Impulse is it — delivering transformative advancement in propulsion and space vehicle technologies. They are making responsive in-orbit mobility a reality for space logistics and space defense applications. Ad astra!

We are delighted to join @GoToImpulse as a new investor in Impulse’s $300M Series C financing | @dfjgrowth managing partner @rglein gives insight into our investment dfjgrowth.com/story/impulse-…

We are thrilled to announce DFJ Growth’s launch of our $1.2B Fund V. It was been quite the journey captured by Allie Garfinkle at Fortune Termsheet dfjgrowth.com/story/investin…

Announcing our new $1.2B fund, DFJ Growth V. Here's our blog post about it: dfjgrowth.com/story/investin…. Thanks to the visionary founders who let us tag along as they define the future. Thanks also to our investors who enable us to do the coolest job in the world as we look around corners for the next big wave of innovation and iconic tech companies in the making. We are 20 years in, constantly imagining the future, and it feels like we are just getting started! Find us at dfjgrowth.com and on X @dfjgrowth. Let's go!