Sergey Litvinenko retweeted
Digging out after 10 days in China
Will write more / share more later
Top of mind:
1 - energy is everything
2 - manufacturing is not won through cheaper humans but through excellence at manufacturing processes and built up industrial clusters around them
3 - robotics is not lost yet / needs real data at scale / this game is still open
4 - robotics hardware will be like ai models - all the money will be made in the applications and unique data sets on top of mostly commodity hardware assemblies
Sergey Litvinenko retweeted
Your SPRS score is a legal statement. Recent False Claims Act settlements show why defense contractors must back every compliance claim with evidence.
Sergey Litvinenko retweeted
Building next-gen weapons, robots, or defense software?
Security training is what keeps your other controls working.
Protect the mission. Train the people.
Sergey Litvinenko retweeted
What does a dollar of robot revenue pay for liability insurance?
It depends on what the robot touches.
The "IN BOTS WE TRUST 2026" report ranks robot categories by rate on revenue, with the autonomous mobile robot at 100:
➡️ Drones = 50
➡️ Inspection = 86
➡️ AMRs = 100
➡️ Robot arms = 172
➡️ Material handling = 258
➡️ Earth moving and moving = 6-7x the AMR
Price ranks exposure, not technology. Robots working near people, goods and buildings pay the most, because that's where property damage concentrates.
Read your rate against this ladder as the market's view of your exposure.
Sergey Litvinenko retweeted
87% of robotics companies report a safe-stop system.
6% publish a safety page.
Controls already cut liability rates 25–65%, but terms won't follow until the evidence is certified.
From IN BOTS WE TRUST 2026 → koop.ai/reports/in-bots-we-t…
Sergey Litvinenko retweeted
I was invited to recreate the iconic 1995 "Old Glory Insurance" skit from @nbcsnl.
Correction: I invited myself.
Because a 1995 robot insurance commercial desperately needed a 2026 update.
Back then, the joke was that robots were coming for us and nobody would insure against it.
Thirty years later, @koop_ai has helped pioneer the robot insurance category, risk-controlling and insuring roughly a quarter of the U.S. robotics market.
That gave us a front-row seat to something nobody had quantified before: what actually makes a robot risky, and what makes it trustworthy?
Today we're putting the data behind that question out into the world.
IN BOTS WE TRUST 2026 is the culmination of five years of underwriting robots in the real world, and our attempt to give the robotics industry a shared, quantifiable way to build and prove trust. 392 companies. Five years of quotes, policies and claims. Hundreds of thousands of data points. One question: can we trust the robots?
The answer might surprise you.
P.S. More importantly, how did we do with the skit?
Sergey Litvinenko retweeted
Fuck the Doomers.
Fuck the Decels.
Fuck the Commies.
Access to AI is a right.
Owning compute is a right.
Come and take it.
Over my dead body.
Join us in the fight, anon.
Sergey Litvinenko retweeted
We’re thrilled to welcome @glennkoop as Koop's Chief Technology Officer 🚀
Glenn previously led engineering at Invisible AI, building AI systems deployed at manufacturers including Ford, Nissan, and Toyota to improve safety, efficiency, and production performance.
At Koop, he’ll lead technology strategy and engineering to advance our AI-powered compliance and insurance platform, helping companies across AI, robotics, defense, and other frontier industries secure and insure their mission-critical operations.
Welcome aboard, Glenn!
Sergey Litvinenko retweeted
Yo mars, tesla just announced the robotaxi network
This is huge
tesla.com/robotaxi/interest
Sergey Litvinenko retweeted
Never on budget, never on time.
@NASA can be a powerful customer, but its procurement and funding cycles are slow and unpredictable.
This paper explains how startups can navigate that system, especially through SBIR/STTR programs, which can provide faster contracting, follow-on funding, and a clearer path into NASA programs.
Link in comments 👇
Sergey Litvinenko retweeted
CMMC costs are largely determined before implementation begins and by how you define your assessment scope.
Koop’s new practical guide explains how to:
• Build a defensible CMMC boundary
• Classify the five asset categories
• Avoid common scoping mistakes
• Reduce costs using an enclave
Check out Koop's new guide on CMMC.
Link in comments!
Sergey Litvinenko retweeted
Anti data center people are anti human flourishing people
Build data centers, build power plants, build houses
Build. Build abundance. Build the future.
Sergey Litvinenko retweeted
Koop is excited to sponsor the 2026 Air Force & Space Force Procurement Conference by @AmDefAlliance in Colorado Springs!
Come say hi, fuel up with coffee, and learn about CMMC/NIST 👋
Sergey Litvinenko retweeted
Thanks to our friends @Nasdaq for the love today!
We only get to raise a $335M fund because of the incredible founders we get to back 🦾
Here's to the builders!
Exciting moment to share this news with the world
tldr - we continue to back founders building the future - pre-seed and seed
Big thanks to the LPs who believe in us, and the founders who let us go on incredible journeys with them!
fortune.com/2026/07/15/kevin…
Sergey Litvinenko retweeted
Fresh powder, baby ❄️🏂
@alley_corp just closed our $335M Fund II. Same playbook: first checks, early stage, healthcare + deep tech + general tech. Making bets when it's not obvious.
We are actively investing.
Sergey Litvinenko retweeted
I made this argument at @CMUSwartzCenter this week to a cohort of deep tech builders
Selling hardware widgets can work - selling entire solutions that print cash / create value for customers - can work better
Sequoia's thesis that the next $1T company will sell work, not software, is the most important reframe in AI right now.
The argument: if you sell a copilot, you're competing with every new model release. But if you sell the outcome — books closed, contracts reviewed, claims handled — every AI improvement makes your margins better, not your product obsolete.
The key insight most people miss: for every $1 spent on software, ~$6 is spent on services.
The entire SaaS playbook was about capturing the software dollar. The AI playbook is about capturing the services dollar — at software margins.
Not "AI for accountants." The AI accounting firm.
Not "AI for lawyers." The AI law firm.
The companies that figure this out won't look like SaaS companies. They'll look like services firms rebuilt on software infrastructure.
That's a fundamentally different company to build, fund, and scale. And most founders are still building copilots.
Sergey Litvinenko retweeted
CMMC is about to reshape the DoD supply chain.
Most contractors aren’t ready.
That’s why Koop is partnering with NVS Strategic Solutions!
We’re combining:
→ AI-driven compliance automation
→ Real GovCon capture + proposal expertise
So companies don’t just check the box, they actually win contracts.
Because here’s the truth:
Compliance without strategy doesn’t generate revenue.
And strategy without compliance doesn’t get you in the door.
If you’re going after DoD contracts in 2026+, CMMC isn’t optional.
Let’s get ahead of it.
#CMMC #GovCon #Defense #Startups #AI #Compliance
