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Shield AI

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Shield AI develops Hivemind, autonomy software that flies aircraft and drones without GPS or a remote pilot.

sentiment mix
bull 100%bear 0%neu 0%

funding rounds

private markets
latest round
Series G
Mar 2026 | $1.5B
post-money valuation
$12.7B post-money
+370% vs 2023 round
total raised
$2B+ disclosed
2 disclosed rounds | updated 2026-07-09
round progression
Primary
Oct 2023
$200M
Series G
Mar 2026
$1.5B
lead investors
  • not disclosedlead
dateroundamountvaluationinvestors
Mar 2026Series G$1.5B$12.7B post-moneynot disclosed
Oct 2023Primary$200M$2.7B post-moneyU.S. Innovation Technology Fund, Riot Ventures

signal summary

latest high-conviction thesis
Frankel's early Shield AI investment reinforces US defense-AI urgency▾

Frankel cited his role in Shield AI's first institutional check and argued that the United States needs defense AI because adversaries have powerful capabilities, highlighting his concern about Chinese open models.

david frankelT120VC2026-08-08
confidence 88 / 100impact High
key themes
  • Defense Tech100%
  • AI Bubble / Capex Debate75%
  • Robotics & Physical AI75%
  • Private Markets75%
  • Cybersecurity50%

bull thesis · 5

92 / 100
  • •Frankel's early Shield AI investment reinforces US defense-AI urgency
  • •Shield AI thesis: AI layer on commoditized drones/hardware is the real value
  • •New investment in Shield AI: defense drones with 25-year government contracts

bear thesis · 0

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  • — none —

company research · 5 videos

mentions · 5

20VCThe AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0021:0042:001:03:001:25:00
Michael SikandI Just Bought SpaceX And OpenAI Stock, Here's How1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:002:005:007:0010:00
SeedRocket TVComo invertí en Uber, Airbnb, Stripe, ScaleAI desde Sillicon Valley | Nacho Vilela1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:0015:0030:0045:001:00:00
a16zWhy Speed, Not Size, Will Define the Next War1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:007:0015:0022:0030:00