April 2026 Edition Spring in defense tech is bringing physical infrastructure back to the US. The April milestones across the portfolio aren’t pitch deck claims; they’re concrete deliveries against multi-year roadmaps. Antares cleared its final regulatory gate before reactor startup. …
March 2026 Edition As a Persian, I’m proud to see the US trying to free Iran March was a defining month. Operation Epic Fury reshaped the defense landscape overnight, Iran’s strikes destroyed over $1.4B in U.S. radar infrastructure, exposing exactly …
February 2026 Edition 2 down 10 to go February was a portfolio milestone month, that coupled with escalating geopolitical tension in the middle east and we’re already off to an intense start to the year. The U.S. military buildup in …
January 2026 Edition Is it still ok to say Happy New Year? This month has already felt like 12 with everything that’s happened thus far. 2026 is off to a hot start. President Trump proposed a $1.5T defense budget for …
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 …