📮 Tensor Ventures — Decoded Newsletter March 2025 Edition
March has been a huge month at Tensor Ventures! We backed Edmund AI with a €500k investment to redefine industrial manufacturing with AI-powered automation, while our portfolio company DYNANIC continues to gain traction with its game-changing SmartNIC technology. Meanwhile, AI, robotics, and semiconductor investments are reshaping industries worldwide. Plus, we brought together top minds in deep tech at our latest events in San Francisco, Berlin, Paris, and Latvia.
Let’s dive into the biggest trends, breakthroughs, & investments shaping the future! 👇🏼
💚 New investment
Edmund AI is redefining industrial troubleshooting with AI-powered automation, tackling one of manufacturing’s biggest pain points: unplanned downtime. Unlike traditional systems, their platform integrates technician expertise, control systems, and technical documentation into an intelligent assistant that diagnoses issues in seconds.
Tensor Ventures invested because Edmund AI isn’t just optimizing processes - it’s changing how factories operate in the AI era. With €500K in pre-seed funding, they’re expanding across Europe and the U.S., setting a new standard for efficiency.
🤗 New investment: From Factory Chaos to AI-Powered Precision: Edmund AI Lands €500K to Revolutionize Manufacturing
In the heart of Ostrava’s coal basin, a tech revolution is brewing. Meet Edmund AI, an AI-powered platform for the manufacturing industry. By combining advanced language models with technical documentation, control systems, and technician expertise, it helps factories troubleshoot breakdowns and address the shortage of skilled workers. The company just …
🚀 Portfolio in action
DYNANIC's recent breakthrough: DYNANIC, a chip startup from Brno, continues to make waves with its innovative FPGA-based SmartNIC technology, drawing the attention of major players like Microsoft.
Bioo Powers Ibiza with Sustainable Energy: Bioo installed its Bioo Panels in Ibiza’s port, generating sustainable electricity from soil microorganisms to power public lights - an eco-friendly milestone in urban energy.
Pointee's AI Support Agent Launch: Pointee launched its AI Support Agent, developed at Microsoft HQ, to monitor and resolve enterprise automation incidents in real time, integrating seamlessly with ServiceNow and Teams.
Antiverse's Search for a Chief Scientific Officer: Antiverse is hiring a Chief Scientific Officer to drive its AI-powered antibody design pipeline, accelerating biologics development with generative AI and cutting-edge lab tech.
👩🏽💻 Deep tech scene
U.S. Tech Giants' AI Spending: Despite concerns over high AI expenditures, U.S. tech companies like Amazon, Microsoft, and Alphabet plan to invest $302 billion in AI infrastructure in 2025. This substantial investment is expected to provide a long-term competitive advantage over Chinese counterparts, who plan to spend $51 billion
U.S. Robotics Strategy: Leading U.S. robotics firms, including Tesla and Boston Dynamics, advocate for a national strategy to bolster the robotics industry. Proposals include establishing a federal office, tax incentives, and funding for research to maintain competitiveness against China's investments in robotics and AI.
TSMC's U.S. Investment: Taiwan's TSMC announces a $165 billion investment in the U.S., marking its largest overseas commitment. This move aims to strengthen semiconductor manufacturing capabilities amid global supply chain challenges and geopolitical tensions.
China's Chipmaking Initiatives: Shenzhen SiCarrier Technologies, backed by Huawei, is developing chipmaking tools to reduce reliance on Western equipment. This effort seeks to counteract U.S. export controls and bolster China's semiconductor self-sufficiency.
💡 What we read
Sanofi’s $1.9B Immunology Bet: Sanofi has struck a $1.9 billion deal with Dren Bio to develop bispecific antibodies, reinforcing its commitment to immunology and expanding its biotech pipeline.
Tim Draper backs Milei, criticizes IMF: Venture capitalist Tim Draper voiced support for Argentina’s President Javier Milei and his push for economic reform while taking aim at the International Monetary Fund’s policies during a visit to Buenos Aires.
Biotech, supersoldiers, and national security: A deep dive into the intersection of biotechnology and defense, exploring advancements in human enhancement and efforts to mitigate biothreats.
🇺🇸 Events we organised
AI Infrastructure & Open-Source Models - A few weeks back, we co-hosted our first AI infrastructure & open-source models meetup in San Francisco with our portfolio startup, dstack.ai. Bringing together AI researchers, GPU experts, and open-source enthusiasts for lightning talks.
Health & BioTech Meetup - Together with LUMUS Investment Collective and Eldison, we brought founders, investors, and ecosystem builders together in San Francisco for an intimate afternoon of honest conversations - from fundraising struggles to building at the edge of science.
Scaling Agentic AI for Enterprises - Last week in San Francisco, in collaboration with BAG Ventures, SignalFire, and Citizens Private Bank, we hosted an exclusive dinner on building scalable, autonomous AI systems, together with our portfolio startup, Superface.
📣 Events we loved
TechChill - Our first time in the Baltics! We joined TechChill 2025 in Riga, the leading startup and tech event, to meet visionary founders, investors, and innovators shaping the future of deep tech and AI. Great to deepen ties with BSV co-investors and the startup ecosystem.
Hello Tomorrow Global Summit - Held in Paris, we engaged with top deep tech pioneers, investors, and industry leaders. DYNANIC, one of our portfolio companies, showcased how FPGA-based SmartNIC solutions are revolutionizing data center infrastructure - reducing latency and optimizing workloads like never before.
Cheers,
The Tensor VC team