Will Reed (@willreed)

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Baseten will be one of the defining infrastructure companies of this era. Its Inference Cloud powers today's most advanced AI apps, and as post-training becomes inseparable from inference, they're working with app builders to create closed-loop learning systems that turn production data into compounding model improvement. We're proud to have led or co-led its $40M Series B, $75M Series C, and now its $1.5B Series F. It's Spark's second largest investment ever, behind only Anthropic. The team is special and the market still underestimates the size of the opportunity. We couldn't be more excited for what's to come.

Tuhin Srivastava Verified account @tuhinone Jun 22

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Will Reed @willreed 1d

♥️

Will Reed @willreed Oct 20

Everyone says they want to reindustrialize America, Jim + @sendcutsend are actually doing it.

We’re thrilled to lead their Series B as they scale the "Anything Factory" to more locations and new service lines, for customers building everything from bottle openers to rockets.

Jim Belosic (scs) Verified account @jimbelosic Oct 20

Okay it’s happening:

- Added 160k square feet in Reno for our automated high volume lines and parts up to 5’x10’. Operational now.

- Added 170k square feet in Pittston PA for 1-day shipping (or faster) to the Northeast US. Landing machines and growing the team now.

- Southeast US is next (flying out next week to negotiate a lease). 3 more leases in 3 more states to sign after that. Expect massive lead time reductions across our factory network.

- Finalizing our first acquisition and working on the second and third. These are services you’ve been asking for. More coming. We’ll be able to say yes to more of your BOM.

- Welding is ramping nicely. More assembly support soon.

- More materials and capabilities for CNC machining in development now, including much smarter pricing. Increased capacity will also help us cut lead time drastically.

- Added 450 people so far this year. Hopefully double that in 2027.

- Candy and merch budgets have been tripled.

…And we’re just getting started. That’s a big part of why we raised again: to build more, ship faster, and make manufacturing easier and more accessible. I’m doing my best for ya. I love you guys.

Big thanks to @willreed at @sparkcapital , @caitlinbolnick1 at @CRV, @marksugarman at MHS, @andrew__reed at @sequoia and @matthuang at @paradigm for supporting our Series B (and the extra rocket fuel)

LFG!!!!! 🇺🇸
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Will Reed @willreed Sep 10

The US is trending GWs short on generation for AI. "Speed to power" has entered every conversation on the infra scaleup and will only get more important. We have enormous conviction in behind-the-meter solar and think @tar_hq is the team to deploy it fast and reliably at scale.

Pat Becker Verified account @plbecker Sep 10

We raised a $120M Series A at a $1B valuation, led by Spark Capital.

We are hiring in 40+ roles across mechanical, electrical and software engineering, robotics, power systems, operations and more in the San Francisco Bay Area and Austin.

Full article:
bloomberg.com/news/articles/…
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Will Reed @willreed Aug 11

thrilled to partner with @soren_ma and the team @neros_tech: high-performance systems, manufactured at scale with secure supply chains, for America and her allies. crucial we get this right + thankful to have this team working on it.

Neros Technologies Verified account @neros_tech Aug 11

Today, we announce our Series C Funding of $250M at $2.5B post money valuation to scale our Autonomous and Interceptor drone programs.

This round of funding is co-led by Sequoia Capital and American Strategic Technology Fund (ASTF) with participation by Interlagos, Valor Equity Partners, Allen & Company, Thiel Capital, Spark Capital, and Dylan Field.

These funds will accelerate the development and production ramps for new drone programs including Archer AI, an FPV platform augmented with autonomy features including Terminal Guidance and GPS-denied Position Hold, and Bandit, a c-UAS interceptor drone intended to counter Class 2 and 3 drone threats including Shahed-style systems.

These platforms are being developed with the hardware and compute required for multi-asset control (often called “swarming”) while retaining the cost efficiency Neros is known for – and that’s essential to achieving true attritable mass.

Both Archer AI and Bandit will be deployed for combat by the end of 2026.

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Will Reed

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