Varun Gupta
@Varungupta
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GP at Caffeinated: @affirm @airtable @amcainc @antaresnuclear @avencard @brexhq @federato_ai @onebriefapp @saronic @vardaspace @virtahealth
Galain
Joined September 2020
Excited to see my friend @Vbob202, Dino, Rob, Doug, and the rest of the Saronic team undertake the Herculean effort of modernizing the United States Navy for the 21st century
And huge congrats to @varunabgupta for sourcing and closing our Series A investment in @Saronic, $25m! Just DAY ONE here @caffeinatedcap đđť
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Has there ever been a faster self-immolation in American political history?
My district is $18 trillion, nearly 1/3 of US stock market in a 50 mile radius. We have 5 companies with a market cap over a trillion dollar companies. If I can stand up for a billionaire tax, this is not a hard position for 434 other members or 100 Senators. Those saying that
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Charlie is the best đĽ
ty is awesome ⨠I'm amazed at @astral_sh's technical excellence and developer experience focus. Ty is not only crazy fast, it improves what's possible with Python (check their Type System docs). And the editor support, chef kiss 𤊠https://t.co/B756UoglUd ty @charliermarsh
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Speed, scale, and now scope
Weâve successfully flipped our very first Marauder hull this week! This is a key milestone that allows us to continue rapid production of the remainder of the vessel. Marauder, our 180ft autonomous ship, provides unmatched modularity for logistics, payload delivery, and sustained
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Godspeed.
Yesterday we (@mercury) submitted our applications for a national bank charter and for federal deposit insurance. This is the first step in a long process and nothing changes for customers today. I am incredibly proud of everyone at Mercury that helped us get here.
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Hands down, one of the best engineers and leaders in technology today
Vib (@Vbob202) cofounded a $4B autonomous boat company, and I finally got him out of the office long enough to talk about it. As CTO at @Saronic heâs had to: ⢠scale 4 â 1,000 people in 3 years ⢠align hardware, software, & systems teams ⢠get new hires up to Saronic
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Perks and dinner invites are plentiful in the startup ecosystem. True belief and conviction are rare.
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We worked with @AnthropicAI to teach Claude how to be a better electrical engineer. Claude 4.5 is the first frontier model trained with our data, and we saw a major improvement in both accuracy and speed for electrical reference design generation. Huge thanks to @cojennin and
claude.com
Anthropic partnered with Diode Computers to improve Claude's ability to auto-generate PCB reference designs in the Zener language, with measurable gains in Sonnet 4.5.
this was a really fun bit of work I got to do with the incredibly cracked folks at @diodeinc!
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ACPI punches far above its weight in terms of the aircraft platforms it serves. Excited to have them join Amca to power the next generation of hydraulic systems on all major aircraft!
Exciting news: Aerospace Control Products, a manufacturer for Boeing, Airbus, and defense programs for 45 years, is joining @AmcaInc. This is our third acquisition since we launched earlier this year and another step forward for our team. With it, we grow to 100+ people, add
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The @USNavy isnât admiring problemsâtheyâre solving them at speed. Under @SECNAV leadership, the service is accelerating how it works with new entrants and @Saronic is proof. Working with the Navy, we delivered a production-ready ASV in under a year and scaled rapidly into a
Prototype to production in under 12 months. The @Saronic OTA proves how weâll build a hybrid mannedâunmanned Fleet: open competition, real contracts, real hardware for Sailors and Marines not slides. This is now the standard.
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We are bringing shipbuilding back to this country.
Today we announce a $300 million investment to expand our Louisiana shipyard. Working alongside state and local officials, including @LAGovJeffLandry and @LEDLouisiana this expansion will add more than 300,000 sq.ft. of production capacity and 1,500 new jobs, strengthening the
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Antares is changing the way the DoW generates power across all domains. Looking forward to real criticality and beyond. Fortunate to be in business with them.
We just raised $96M to build and deploy our microreactors. This round powers the work ahead â advancing our hardware, maturing our operations, and paving the way for our first reactor demonstration in 2026. Two years in: 60 people, three states, a 145,000-sq-ft facility, and
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We are just getting started
If you're building a defense tech startup and want a sounding board, please reach out to Caffeinated (me + @varunabgupta @skhannayamamoto). We'd be happy to jam with you. We have a few learnings and hope to help future startups startup! Our defense tech portfolio is nearing $1B
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