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TerraFirma started with a question: when SpaceX gets to Mars, who builds the city? Noah Schochet and Noah McGuinness worked on programs including Starlink, Starshield, and Starship. They saw that even at SpaceX, physical infrastructure was often the bottleneck. Now they’re building the answer with TerraFirma: a new kind... show more

Kleiner Perkins

306,028 subscribers

10,797 次观看 • 2 个月前 •via X (Twitter)

Anya Rossi• Live Now

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3 条评论

hira 的头像

hira2 个月前

@SpaceX @noah_schochet @NoahMcGuinn robots building cities on mars? count me in

Dolan 的头像

Dolan2 个月前

@SpaceX @noah_schochet @NoahMcGuinn Nice thread 👏

Shieldmaiden Sophia 的头像

Shieldmaiden Sophia2 个月前

@SpaceX @noah_schochet @NoahMcGuinn Been following construction tech and the productivity decline is staggering. 500k worker shortfall and 40% of the workforce retiring in a decade. You can't hire through that. TerraFirma's retrofit approach is what caught my attention.

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Today, we’re announcing that we’ve raised $115 million in funding, including a $100M Series A led by Kleiner Perkins. America has lost the ability to build, and we’re here to restore it. My co-founder, Noah McGuinness, and I left our jobs at SpaceX , where we worked on programs including Starship, Starshield, and Starlink, to build a company that will solve construction’s greatest challenges. Infrastructure is the foundation of civilization, and construction is the precursor to innovation. If America wants to build a brighter future for the next generation, we have to make it faster, cheaper, and safer to build. That’s where TerraFirma comes in. We’re a new type of company, a robotic construction company that builds the full technology stack needed to deliver an order-of-magnitude improvement in one of the world’s oldest, largest, most important, but least efficient industries. We are building technology that expands what’s possible in construction on Earth, and then we'll use that same technology to build megastructures and colonies on the Moon and Mars. We’ve made tremendous progress over the past year, growing the company more than 10x in the last 12 months. We are performing projects across the world. By the end of October 2026, we are on track to operate 3 of the top 3 largest robotic construction fleets in the world, each on a different continent, bringing unprecedented speed, scale, and efficiency to some of the world’s most complex critical infrastructure projects. This funding will allow us to step on the gas and scale our manufacturing, software, operations, and construction deployments, including work on massive commercial and government contracts. We’re building the future of construction right here in Austin, Texas, and scaling it globally. If you want to be part of the team changing the world, now and on Mars, join us. Our Series A was led by Kleiner Perkins, with participation from Bain Capital Ventures, Glade Brook Capital Partners, BANNER VC, Saga Ventures, Trust Ventures, Definition, PEAK6, Magnetar Capital, and Ravelin Capital. Huge thanks to all of our angel investors, friends, and family who have helped and supported us throughout this journey. Apply here:

Today, we’re announcing that we’ve raised $115 million in funding, including a $100M Series A led by Kleiner Perkins. America has lost the ability to build, and we’re here to restore it. My co-founder, Noah McGuinness, and I left our jobs at SpaceX , where we worked on programs including Starship, Starshield, and Starlink, to build a company that will solve construction’s greatest challenges. Infrastructure is the foundation of civilization, and construction is the precursor to innovation. If America wants to build a brighter future for the next generation, we have to make it faster, cheaper, and safer to build. That’s where TerraFirma comes in. We’re a new type of company, a robotic construction company that builds the full technology stack needed to deliver an order-of-magnitude improvement in one of the world’s oldest, largest, most important, but least efficient industries. We are building technology that expands what’s possible in construction on Earth, and then we'll use that same technology to build megastructures and colonies on the Moon and Mars. We’ve made tremendous progress over the past year, growing the company more than 10x in the last 12 months. We are performing projects across the world. By the end of October 2026, we are on track to operate 3 of the top 3 largest robotic construction fleets in the world, each on a different continent, bringing unprecedented speed, scale, and efficiency to some of the world’s most complex critical infrastructure projects. This funding will allow us to step on the gas and scale our manufacturing, software, operations, and construction deployments, including work on massive commercial and government contracts. We’re building the future of construction right here in Austin, Texas, and scaling it globally. If you want to be part of the team changing the world, now and on Mars, join us. Our Series A was led by Kleiner Perkins, with participation from Bain Capital Ventures, Glade Brook Capital Partners, BANNER VC, Saga Ventures, Trust Ventures, Definition, PEAK6, Magnetar Capital, and Ravelin Capital. Huge thanks to all of our angel investors, friends, and family who have helped and supported us throughout this journey. Apply here:

Noah Schochet

2,292,608 次观看 • 2 个月前

🚨 Bank of America believes investors should look at SpaceX as much more than a launch company Its long-term thesis includes Starship, Starlink, Starshield, and future orbital compute, with each business building on the last. The firm argues that Starship is the key technology that could unlock entirely new industries over the next decade. $SPCX

🚨 Bank of America believes investors should look at SpaceX as much more than a launch company Its long-term thesis includes Starship, Starlink, Starshield, and future orbital compute, with each business building on the last. The firm argues that Starship is the key technology that could unlock entirely new industries over the next decade. $SPCX

Herbert Ong

24,767 次观看 • 2 个月前

Terrafirma CEO Noah Schochet and his co-founder started by building homemade robots out of Tupperware containers from their lunchboxes. Today, the company announced a $100M Series A led by Kleiner Perkins. Terrafirma's first paying customer was their landlord, who asked if their robots could demolish a building. "We went around asking, 'Who is willing to let us make some money with these robots?' Our landlord said, 'Hey, I got a building for you to demolish. You think you guys can do it?'" "We literally operated the robots ourselves and knocked down a couple buildings and got paid our first check." "We were like, 'Whoa, you can just become a robotic construction company.'"

Terrafirma CEO Noah Schochet and his co-founder started by building homemade robots out of Tupperware containers from their lunchboxes. Today, the company announced a $100M Series A led by Kleiner Perkins. Terrafirma's first paying customer was their landlord, who asked if their robots could demolish a building. "We went around asking, 'Who is willing to let us make some money with these robots?' Our landlord said, 'Hey, I got a building for you to demolish. You think you guys can do it?'" "We literally operated the robots ourselves and knocked down a couple buildings and got paid our first check." "We were like, 'Whoa, you can just become a robotic construction company.'"

TBPN

47,452 次观看 • 2 个月前

This week on What Now? with Trevor Noah, Kara Swisher joins us to talk about how to get a wife, the early optimism of tech, how our tech oligarchs need to think bigger, and much, much more! Watch now on YouTube or listen wherever you get your podcasts. Trevor Noah

This week on What Now? with Trevor Noah, Kara Swisher joins us to talk about how to get a wife, the early optimism of tech, how our tech oligarchs need to think bigger, and much, much more! Watch now on YouTube or listen wherever you get your podcasts. Trevor Noah

What Now? with Trevor Noah

46,296 次观看 • 11 个月前

The richest families do not just pass down money. They pass down a head start. This week on What Now? with Trevor Noah, we break open the myth of hard work and talk about the real engine behind generational wealth. Trevor Noah

The richest families do not just pass down money. They pass down a head start. This week on What Now? with Trevor Noah, we break open the myth of hard work and talk about the real engine behind generational wealth. Trevor Noah

What Now? with Trevor Noah

34,638 次观看 • 9 个月前

A lot of people still see SpaceX as a long-term bet on Starship, Mars, and the future. But Jeff Lutz 🔋 thinks the bigger surprise may be what's happening right now. SpaceX keeps adding AI compute customers, including a new Reflection AI deal reportedly worth up to $6.3 billion, on top of agreements with Anthropic and Google. Add in over $100 billion in cash, investment-grade credit ratings, and growing AI infrastructure, and the story starts to look very different. What if the biggest revenue driver over the next few years isn't rockets at all? What if it's AI compute? $SPCX

A lot of people still see SpaceX as a long-term bet on Starship, Mars, and the future. But Jeff Lutz 🔋 thinks the bigger surprise may be what's happening right now. SpaceX keeps adding AI compute customers, including a new Reflection AI deal reportedly worth up to $6.3 billion, on top of agreements with Anthropic and Google. Add in over $100 billion in cash, investment-grade credit ratings, and growing AI infrastructure, and the story starts to look very different. What if the biggest revenue driver over the next few years isn't rockets at all? What if it's AI compute? $SPCX

Herbert Ong

26,087 次观看 • 3 个月前

Starlink deployment is running ahead of its record-setting 2025 pace SpaceX deployed 1,589 Starlink satellites during the first half of 2026 That is 100 more than the 1,489 satellites deployed during the same period in 2025...a year that already set a new record Nearly 11,000 Starlink satellites are now functioning in orbit SpaceX is mass-producing orbital internet infrastructure at an unprecedented pace And with Starship preparing to carry next-generation V3 Starlink satellites, the next phase is going to be even bigger

Starlink deployment is running ahead of its record-setting 2025 pace SpaceX deployed 1,589 Starlink satellites during the first half of 2026 That is 100 more than the 1,489 satellites deployed during the same period in 2025...a year that already set a new record Nearly 11,000 Starlink satellites are now functioning in orbit SpaceX is mass-producing orbital internet infrastructure at an unprecedented pace And with Starship preparing to carry next-generation V3 Starlink satellites, the next phase is going to be even bigger

X Freeze

77,107 次观看 • 2 个月前

So thrilled to announce that our Mission LITTLE PRINCE to grow flowers on the Moon will fly with Astrolab on SpaceX Starship Mission 1! Growing flower on the Moon and bring hope for a future full of life on Earth and beyond🚀🌸 #spacetech #backtothemoon

So thrilled to announce that our Mission LITTLE PRINCE to grow flowers on the Moon will fly with Astrolab on SpaceX Starship Mission 1! Growing flower on the Moon and bring hope for a future full of life on Earth and beyond🚀🌸 #spacetech #backtothemoon

Interstellar Lab

59,543 次观看 • 2 年前

SpaceX completed 18 successful missions in 2017, launching flight-proven rockets and spacecrafts for the first time. It was a record-setting year and we were just getting started on our path toward a more exciting future. Watch the full company talk with Elon Musk:

SpaceX completed 18 successful missions in 2017, launching flight-proven rockets and spacecrafts for the first time. It was a record-setting year and we were just getting started on our path toward a more exciting future. Watch the full company talk with Elon Musk:

SpaceX

3,388,986 次观看 • 2 年前

Chamath Palihapitiya was asked to choose between keeping free shares in OpenAI, Anthropic or SpaceX, on the Axios Show. He chose SpaceX. He said the world’s communications infrastructure is overdue for a major overhaul, Starlink is positioned to capture a huge share of that transition, and what may sound like sci-fi today, building the same kinds of businesses beyond Earth, gives SpaceX enormous long-term optionality.

Chamath Palihapitiya was asked to choose between keeping free shares in OpenAI, Anthropic or SpaceX, on the Axios Show. He chose SpaceX. He said the world’s communications infrastructure is overdue for a major overhaul, Starlink is positioned to capture a huge share of that transition, and what may sound like sci-fi today, building the same kinds of businesses beyond Earth, gives SpaceX enormous long-term optionality.

DogeDesigner

58,526 次观看 • 2 个月前

The Rapid Growth of SpaceX, Starlink, Starshield & Armada: “I am very grateful that SpaceX is an American company.” "Data centers in space is coming, & it makes sense" “5 years ago they hadn’t even launched Starlink—now it’s in 150 countries & it’s continuing to grow every week.” “It’s an unfair advantage that we have with Starshield.” “If the world can get access to SpaceX, I think that’s a good thing.” Dan Wright (Dan Wright), CEO of Armada Elon (Elon Musk) builds long-term advantage, then unleashes it at massive scale: SpaceX, Starlink, Tesla, Neuralink, xAI.. . . . "We started the company working with SpaceX & they’ve continued to be a great partner for us. What that means is that as SpaceX rolls out throughout the world—& most people don’t know 5 years ago they hadn’t even launched Starlink —it’s in 150 countries & it’s continuing to grow every week. We are the first mover when it comes to the infrastructure, & that partnership works really well because we complement the connectivity with the infrastructure & the AI. We always are at the edge. It’s funny, I get messages from our team all the time & it’s like the most crazy places you can imagine. And the edge is gonna continue to get redefined. I get calls literally—I was on the call with somebody and they’re like, “Hey, can we get one of these in Antarctica?” I’m like, “Well yeah, Starlink’s live in Antarctica. No reason why we can’t do that.” Obviously data center in space is the new hotness. Everybody’s talking about it." "Yeah, what’s the deal with that—so are you gonna get these in space?" :They are modular. I mean the edge is continuing—this is actually a debate that we have in terms of how soon it’s going to happen—but it’s definitely going to happen. Data centers in space is coming, and it makes sense, right? If you think about what SpaceX is talking about with Starship going to the moon—you’re going to need compute, especially as you start to think about Optimus robots building bases on the moon, later Mars. You’re going to need large amounts of compute. Not to mention a lot of the things that we do here on Earth, you’re gonna want to do there in space. And it’s a lot more efficient to do it, especially in hostile environments, if you can automate more of that—things like mining, for example. And so you’re gonna see data centers in space, and I’m sure we’re definitely gonna be a part of it. "What do you think about SpaceX’s rumored IPO for 2026?" "I mean, I think SpaceX is an incredible company and they have a ton of value. So I don’t have any insider information here—but I would say, hey, if the world can get access to SpaceX, I think that’s a good thing. Starlink is really amazing in the sense that it just continues to get better so fast. They’re rolling out in new countries every week in major markets. Just as a real recent example, just this last week they launched in South Korea—big market and an important ally for the US, so that’s a big deal. They’re also expanding the types of services that are available. It started as a consumer product, then they brought it to enterprise. Initially that was used more as a backup, and now it’s being used more as a primary—and that is because the service keeps getting better and better as more satellites go up into the sky. Each generation of satellite is also better, not to mention the terminals on the ground. There’s now multiple types of terminals, including the more recent minis that people really like—“Hey, I can put it in a backpack if I go on a hike or if I’m traveling. I can put it on the ski rack of my car.” Perfect internet all the time. All that does for us is it gives us more use cases that we can unlock. Now that you have connectivity on the oil rig, or on a farm, or a ranch—wherever you are—we can apply the AI to those situations on the ground without latency, and then send the metadata back to some other location that they want it. Part of the full-stack approach. And also with Starshield—that’s a huge advantage when you think about some of the conflicts that are going on. People talk to me a lot about this race with China and the geopolitical conflicts around the world. I am very grateful that SpaceX is an American company. I feel like it’s an unfair advantage that we have with Starshield available to the DoD. We want to be the first mover with the infrastructure and the AI to help solve problems at the edge, and the work we’re doing with the Navy is a good example of that."

The Rapid Growth of SpaceX, Starlink, Starshield & Armada: “I am very grateful that SpaceX is an American company.” "Data centers in space is coming, & it makes sense" “5 years ago they hadn’t even launched Starlink—now it’s in 150 countries & it’s continuing to grow every week.” “It’s an unfair advantage that we have with Starshield.” “If the world can get access to SpaceX, I think that’s a good thing.” Dan Wright (Dan Wright), CEO of Armada Elon (Elon Musk) builds long-term advantage, then unleashes it at massive scale: SpaceX, Starlink, Tesla, Neuralink, xAI.. . . . "We started the company working with SpaceX & they’ve continued to be a great partner for us. What that means is that as SpaceX rolls out throughout the world—& most people don’t know 5 years ago they hadn’t even launched Starlink —it’s in 150 countries & it’s continuing to grow every week. We are the first mover when it comes to the infrastructure, & that partnership works really well because we complement the connectivity with the infrastructure & the AI. We always are at the edge. It’s funny, I get messages from our team all the time & it’s like the most crazy places you can imagine. And the edge is gonna continue to get redefined. I get calls literally—I was on the call with somebody and they’re like, “Hey, can we get one of these in Antarctica?” I’m like, “Well yeah, Starlink’s live in Antarctica. No reason why we can’t do that.” Obviously data center in space is the new hotness. Everybody’s talking about it." "Yeah, what’s the deal with that—so are you gonna get these in space?" :They are modular. I mean the edge is continuing—this is actually a debate that we have in terms of how soon it’s going to happen—but it’s definitely going to happen. Data centers in space is coming, and it makes sense, right? If you think about what SpaceX is talking about with Starship going to the moon—you’re going to need compute, especially as you start to think about Optimus robots building bases on the moon, later Mars. You’re going to need large amounts of compute. Not to mention a lot of the things that we do here on Earth, you’re gonna want to do there in space. And it’s a lot more efficient to do it, especially in hostile environments, if you can automate more of that—things like mining, for example. And so you’re gonna see data centers in space, and I’m sure we’re definitely gonna be a part of it. "What do you think about SpaceX’s rumored IPO for 2026?" "I mean, I think SpaceX is an incredible company and they have a ton of value. So I don’t have any insider information here—but I would say, hey, if the world can get access to SpaceX, I think that’s a good thing. Starlink is really amazing in the sense that it just continues to get better so fast. They’re rolling out in new countries every week in major markets. Just as a real recent example, just this last week they launched in South Korea—big market and an important ally for the US, so that’s a big deal. They’re also expanding the types of services that are available. It started as a consumer product, then they brought it to enterprise. Initially that was used more as a backup, and now it’s being used more as a primary—and that is because the service keeps getting better and better as more satellites go up into the sky. Each generation of satellite is also better, not to mention the terminals on the ground. There’s now multiple types of terminals, including the more recent minis that people really like—“Hey, I can put it in a backpack if I go on a hike or if I’m traveling. I can put it on the ski rack of my car.” Perfect internet all the time. All that does for us is it gives us more use cases that we can unlock. Now that you have connectivity on the oil rig, or on a farm, or a ranch—wherever you are—we can apply the AI to those situations on the ground without latency, and then send the metadata back to some other location that they want it. Part of the full-stack approach. And also with Starshield—that’s a huge advantage when you think about some of the conflicts that are going on. People talk to me a lot about this race with China and the geopolitical conflicts around the world. I am very grateful that SpaceX is an American company. I feel like it’s an unfair advantage that we have with Starshield available to the DoD. We want to be the first mover with the infrastructure and the AI to help solve problems at the edge, and the work we’re doing with the Navy is a good example of that."

Molly O’Shea

30,317 次观看 • 7 个月前

SpaceX is one of the most dominant companies on the planet and their performance gap just keeps getting bigger. In 2025, SpaceX launched more mass to orbit than every other provider on Earth combined. MUCH MORE: every payload from China, Russia, Europe, and all American launchers wasn’t even a fifth of what SpaceX put into orbit. They’re the only company producing rockets at an industrial scale. The practices that made SpaceX dominant aren’t unique to rockets. They’re a blueprint for building anything hard. This episode — and the essay it is based on — explores How SpaceX Works:

SpaceX is one of the most dominant companies on the planet and their performance gap just keeps getting bigger. In 2025, SpaceX launched more mass to orbit than every other provider on Earth combined. MUCH MORE: every payload from China, Russia, Europe, and all American launchers wasn’t even a fifth of what SpaceX put into orbit. They’re the only company producing rockets at an industrial scale. The practices that made SpaceX dominant aren’t unique to rockets. They’re a blueprint for building anything hard. This episode — and the essay it is based on — explores How SpaceX Works:

David Senra

392,777 次观看 • 6 个月前

ELON’S “IMPOSSIBLE” 12-MONTH PLAN COULD PUT SPACEX $SPCX AHEAD OF COREWEAVE $CRWV The bet is that vertical integration lets SpaceX build AI infrastructure faster than competitors: - Elon is planning to beat CoreWeave’s five-year plan in 12 months - SpaceX builds much of its infrastructure internally, with rocket scientists working on data centres - The company is all in on NVIDIA $NVDA and has already built roughly a gigawatt of data centre capacity in about a year and three quarters

ELON’S “IMPOSSIBLE” 12-MONTH PLAN COULD PUT SPACEX $SPCX AHEAD OF COREWEAVE $CRWV The bet is that vertical integration lets SpaceX build AI infrastructure faster than competitors: - Elon is planning to beat CoreWeave’s five-year plan in 12 months - SpaceX builds much of its infrastructure internally, with rocket scientists working on data centres - The company is all in on NVIDIA $NVDA and has already built roughly a gigawatt of data centre capacity in about a year and three quarters

Ark Invest Tracker

49,373 次观看 • 19 天前

We sat down with AGIBOT, a leader in humanoid manufacturing, to talk about the future of robotics and our strategic partnership: AGIBOT focuses "the majority of R&D on the hardware itself" while OpenMind builds the software to launch apps to create new robot use cases.

We sat down with AGIBOT, a leader in humanoid manufacturing, to talk about the future of robotics and our strategic partnership: AGIBOT focuses "the majority of R&D on the hardware itself" while OpenMind builds the software to launch apps to create new robot use cases.

OpenMind

14,479 次观看 • 5 个月前

What happens when democracy starts feeling like a brand instead of a promise? This week on What Now? with Trevor Noah, Secretary Pete Buttigieg stops in to talk about how the system got here - and what it would take to fix it. Watch now on YouTube or listen wherever you get your podcasts. Trevor Noah

What Now? with Trevor Noah

32,579 次观看 • 10 个月前

The federal government is working with provinces and territories on major infrastructure projects to diversify exports and build a stronger economy, including a new agreement with Ontario to accelerate the construction of major projects in the province.

The federal government is working with provinces and territories on major infrastructure projects to diversify exports and build a stronger economy, including a new agreement with Ontario to accelerate the construction of major projects in the province.

Prime Minister of Canada

27,640 次观看 • 9 个月前

Hard work was supposed to be the path. Turns out, the path was inherited long before we ever walked it. This week we talk with @ElizaFilby about the truth behind wealth, who actually gets ahead, and why so many people feel like they are doing everything right but still falling behind. Full episode on What Now? with Trevor Noah. Trevor Noah

Hard work was supposed to be the path. Turns out, the path was inherited long before we ever walked it. This week we talk with @ElizaFilby about the truth behind wealth, who actually gets ahead, and why so many people feel like they are doing everything right but still falling behind. Full episode on What Now? with Trevor Noah. Trevor Noah

What Now? with Trevor Noah

30,320 次观看 • 9 个月前

Today, Bedrock Robotics emerges from stealth with $80M in funding led by Eclipse and 8VC to bring fully autonomous systems to the construction industry. Read more from our CEO Boris Sofman on the company vision and where we’re headed: Now, more than ever, America needs to build. Recent investments in reshoring mean we need new factories for domestic manufacturing. We need new data centers and energy solutions to power AI. And we need millions of new housing units to solve our country’s housing crisis. Demand for development has never been higher, but we have a supply problem choking our economic future. More than 500,000 construction jobs sit unfilled as critical projects stall. Bedrock is here to change that. Our Bedrock Operator transforms existing fleets of worksite equipment into fully autonomous machines, enabling builders to meet growing construction demands in the U.S. with greater quality, predictability, and safety. And in just one year, we’ve deployed our technology on test sites in AR, AZ, TX, and CA, with a list of forward-thinking partners, including Sundt Construction, Zachry Construction, Champion Site Prep, and Capitol Aggregates. And we’ve got so much more to build.

Today, Bedrock Robotics emerges from stealth with $80M in funding led by Eclipse and 8VC to bring fully autonomous systems to the construction industry. Read more from our CEO Boris Sofman on the company vision and where we’re headed: Now, more than ever, America needs to build. Recent investments in reshoring mean we need new factories for domestic manufacturing. We need new data centers and energy solutions to power AI. And we need millions of new housing units to solve our country’s housing crisis. Demand for development has never been higher, but we have a supply problem choking our economic future. More than 500,000 construction jobs sit unfilled as critical projects stall. Bedrock is here to change that. Our Bedrock Operator transforms existing fleets of worksite equipment into fully autonomous machines, enabling builders to meet growing construction demands in the U.S. with greater quality, predictability, and safety. And in just one year, we’ve deployed our technology on test sites in AR, AZ, TX, and CA, with a list of forward-thinking partners, including Sundt Construction, Zachry Construction, Champion Site Prep, and Capitol Aggregates. And we’ve got so much more to build.

Bedrock Robotics

23,663 次观看 • 1 年前