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Excite Labs

private
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Excite Labs is a private company focused on innovation and technology development.

sentiment mix
bull 100%bear 0%neu 0%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest thesis
Gavin Baker: Seraphim Space portfolio company Excite Labs chips in every Starlink; pass rad testing despite not radiation-hardened▾

Excite Labs chips (not radiation-hardened) passed space radiation testing and are going into essentially every Starlink satellite. Demonstrates SpaceX's specialty: engineering rockets/payloads to use cheaper non-space-grade semiconductors.

gavin bakerT1All-In Podcast2026-05-22
confidence 88 / 100impact Low
key themes
  • AI Infrastructure100%
  • Frontier AI Models100%
  • Semiconductors100%
  • Geopolitics & Trade100%
  • AI Regulation & Policy100%

bull thesis · 1

95 / 100
  • •Gavin Baker: Seraphim Space portfolio company Excite Labs chips in every Starlink; pass rad testing despite not radiation-hardened

bear thesis · 0

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mentions · 1

All-In PodcastSpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?1 mentions · 1▲ 0▼ 0○ · 4 months ago
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