December 2025 Edition Happy Holidays from Cyrus Ventures As we close out 2025, this edition of Radar reflects on a year that validated our core thesis: infrastructure determines destiny. The convergence of AI compute demands, defense production needs, and energy …
November 2025 Edition November delivered landmark validation across our portfolio and SPV positions as defense infrastructure moved from thesis to execution. Anduril’s selection for the Army’s next-generation counter-UAS fire control system displaced an incumbent prime contractor, while Chaos Industries’ $510M …
October 2025 Edition Welcome to the October edition of Cyrus Ventures Radar. This month delivered extraordinary validation as Cyrus portfolio companies secured over $100M in combined funding while the Pentagon launched the Army Janus Program for military microreactors. Arbor Energy’s …
September 2025 Edition Welcome to the September edition of Cyrus Ventures Radar. This month marks an inflection point as nuclear energy deals exceed $100B globally. Arbor Energy advanced partnerships with industry giants and prospective customers, Icarus began generating revenue and is …
August 2025 Edition Welcome to the August edition of Cyrus Ventures Radar. This month we celebrate Arbor Energy‘s landmark term sheet, validation that our portfolio is solving the AI infrastructure crisis. Our newest addition, Volund Manufacturing, is already testing attritable …
July 2025 Edition Welcome to the July edition of Cyrus Ventures Radar. This month marks a pivotal moment as we welcome Volund Manufacturing to our portfolio—a company solving the defense industry’s most critical challenge: mass production. While Anduril and peers …
June 2025 Edition This edition celebrates Icarus winning the SOF Week pitch competition and their expansion into a new El Segundo facility where they hosted Mayor Chris Pimentel for Tacos and Beers. Arbor’s progress toward in their hyperscaler contract redlines …
May 2025 Edition This edition covers my panel at the Ignition Nuclear Investment Summit in New York, where I discussed how venture capital evaluates nuclear opportunities. We’re celebrating closing our Arbor Energy investment, now in redlines for a >$1B power …
April 2025 Edition Cyrus Ventures is continuing to make moves in the defense tech and energy sectors. This April update covers our upcoming Arbor Energy investment plus our recent backing of Icarus, Impulse Space, and Stoke Space. Several more promising …
Welcome to Cyrus Ventures Radar Welcome to the first edition of Cyrus Ventures Radar. This newsletter shares the latest moves, market insights, and investment opportunities from Cyrus Ventures in defense and energy—sectors shaping the future of innovation. From groundbreaking nuclear …