New Industry VC | Activity | F4New Industry VC Activity
Every public signal F4 has attached to this firm, with sources and cross-entity links.
Talk
Attended Reindustrialize? event in Detroit to discuss reindustrialization and manufacturing.
Patrick Hunt at Reindustrialize? event
Presented 'How To Seize Narrative Command, From Startups To Nation States' at CoMotion conference in Riyadh.
Alex Roy at CoMotion conference
Investment
Participated in Extellis's $6.8M oversubscribed seed round (led by Oval Park Capital) for all-weather metasurface satellite imagery technology.
Extellis
3 essays· FEB 2025 – JUL 2025Show all
Essay
Patrick Hunt published a thesis essay distinguishing Deep Tech hardware, National Champions, and software tools as three types of reindustrialization.
Three Types of Reindustrialization
Essay
Patrick Hunt published an analysis of the humanoid robot market remaining in a state of opportunity superposition.
Schrodinger's Opportunity: humanoid robots in superposition
Essay
Alex Roy published a technical analysis of Tesla FSD v13, arguing hardware constraints remain the binding limit on autonomy.
Tesla FSD Cannonball Run 002: v13 Better, But Hardware Has Limits
News
Alex Roy set the first Tesla FSD Cannonball Run record, establishing NIVC as a technical authority in autonomous vehicle validation.
First Tesla FSD Cannonball Run Record
3 essays· SEP 2024 – OCT 2024Show all
Essay
Patrick Hunt analyzed Operational Mastery in autonomous vehicles, using Waymo as a model of disciplined stage progression.
What Tesla and Zoox Should Learn from Waymo
Essay
Published the firm's core thesis on Operational Mastery — disciplined risk sequencing for hardware startups.
Operational Mastery: A Guide to Avoiding Startup Death
Essay
Published the firm's core thesis on Narrative Command as an underrated and decisive startup success factor.
Why Your Startup Needs Narrative Command