Building @traysartech to enable Western dominance in the next century’s defining warfighting domain: Subterra

Joined November 2024
Asher Katz retweeted
"Interview of Russian soldiers captured from the underground pipe in Ukraine." fascinating details from soldiers Ukraine captured in the pipes of the eastern front. Information contrary to many of the myths of Russian service (forced/financial/escape prison), ages, training (lack of), missions, life underground. (use subtitles). #subterra #undergroundwarfare @PalmerLuckey @wolfejosh @asherdigs @SapperGeologist youtube.com/watch?v=w6G6jIDk…
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Three years of war in Gaza, Lebanon, and Yemen have boosted tunnel warfare everywhere, including in peer-to-peer warfare. It goes beyond terrorism, beyond the Middle East, and beyond urban. @SapperGeologist @JaysonGeroux @JacobStoil @SpencerGuard @asherdigs
Ukraine and Russia are going head-to-head underground, with soldiers from both sides crawling through of miles of Soviet-era gas pipelines to get behind enemy lines. on.wsj.com/4i92yZF
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Asher Katz retweeted
Insane footage of Operation Veles (god of the underworld) in Ukraine. Thousands of miles of pipes offered an underground world Ukraine is mastering/using to escaping the drone death zones to still maneuver/adapt. From underground guides, barricades for underground machine gun battles, tunnel vehicles for logistics/sped surrendering to the rear, toxic gas exposure, infiltration tactics. I've known members of the Khartiia Brigade for years, their innovations for training, robotics, now underground warfare, historic. @wolfejosh @SapperGeologist @traysartech @yadinsoffer @asherdigs youtube.com/watch?v=iGyuC3xH…
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Asher Katz retweeted
What Asher won’t tell you is that he was on the front lines with the Khartiia corps just last week. They are building machinery in form factors you can’t imagine. Not nuclear subterrenes, not dune sandworms, just the right tools strapped creatively together to win the new subterra battlefield.
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Asher Katz retweeted
Netanyahu talking about weapons that move through the crust of the earth. #1 underground champions (Palmer and Elon) defining future tech at the Pentagon. Trump pushing daily for hard and deeply buried target defeat options. Anyone still doubting subterra as a category?
Netanyahu: I invited Palmer Luckey here. Palmer Luckey heads a company called Anduril, which I believe is the leading weapons manufacturing company in the United States. He talks about the possibility of underground penetration. He talks about unmanned systems underground. Not systems that you launch into the ground, but systems that actually move through the ground.
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It’s so dope that this list includes so many underground companies. Austin has become the capital for underground tech.
Today, we are excited to announce the first annual Austin Deep Tech 50. Austin has become the hub for some of America's best deep tech founders, so we brought together 8 VC firms with a local presence — @overmatchvc, @valor, @8vc, Banner VC, @BCapitalGroup, @TheAmbitionCap, @ensemblevc, and Trust Ventures — to vote on the 50 startups making the biggest impact. Together they've raised $10B+ in the last 12 months. Full write-up: overmatch.substack.com/p/202… The full list 🧵👇
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Asher Katz retweeted
Today, we are excited to announce the first annual Austin Deep Tech 50. Austin has become the hub for some of America's best deep tech founders, so we brought together 8 VC firms with a local presence — @overmatchvc, @valor, @8vc, Banner VC, @BCapitalGroup, @TheAmbitionCap, @ensemblevc, and Trust Ventures — to vote on the 50 startups making the biggest impact. Together they've raised $10B+ in the last 12 months. Full write-up: overmatch.substack.com/p/202… The full list 🧵👇
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Austin just put out its first Deep Tech 50. Eight local VC firms voted, and the companies on it raised more than $10B in the past year. Proud to back five of them: @allencontrol ,1AU Technologies, @traysartech , @warheadco Bravo Ordnance, and Deterrence. Counter-drone turrets, photonics, underground breaching, warheads, and munitions automation. Austin builds the hard stuff now. Congrats to all 50.
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Asher Katz retweeted
Replying to @OpsoFacto
The two people tasked with coming up for future of warfare strategy: one ownes a boring company and the other has been the biggest advocate in history since the soviets for the nuclear subterrene. What do you think is going to happen?
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Replying to @MPrinParr
The subterra is the key to solving our problems with the climate both on Earth and on Mars
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underground is the future
PROJECT MERIDIAN will inform the @DeptofWar on the lethal capabilities required to dominate the future of warfare, from the subterrane to the seabed. 🇺🇸
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Asher Katz retweeted
Subterranean warfare.
PROJECT MERIDIAN will inform the @DeptofWar on the lethal capabilities required to dominate the future of warfare, from the subterrane to the seabed. 🇺🇸
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Asher Katz retweeted
Our investors who got the call from me this past week knew this was coming. Between CENTCOM to SOCOM to our other classified briefings there is a Project Manhattan feel to Subterra recently. The urgency is bursting through across the commands and all the way up to DC
PROJECT MERIDIAN will inform the @DeptofWar on the lethal capabilities required to dominate the future of warfare, from the subterrane to the seabed. 🇺🇸
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second renaissance
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This is a genuine part of the trailer for the "Army of Robots" by Fedorov, Ukraine's previous Minister of Defence.
We’re launching the Army of Robots. In 2022, we launched the Army of Drones. Today, drones account for over 95% of battlefield strikes, and Ukraine has more than 700 UAV manufacturers. Now we need the next technological breakthrough: the robotization of warfare. The goal is simple — save lives. Robots should take on the most dangerous missions: evacuating the wounded, delivering ammunition, mining and demining, reconnaissance, defending positions and engaging targets. The Army of Robots is not one company. It’s an ecosystem. We will invest in defense tech companies, launch our own technology projects, test them with the military and scale what works on the battlefield. We’re now looking for defense tech companies and engineers working on robotic technologies — as well as a CTO / Tech Lead for the Army of Robots. Join us: thearmyofrobots.com/en
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Asher Katz retweeted
Amazing, the team @traysartech on the move. @yadinsoffer @asherdigs
Big day for Traysar in DC. While our team is briefing CENTCOM on novel HDBT strike capabilities, I’m next door announcing the launch of Terminus and a new age of American resilience with Dan. Proud to partner with @armada_ai! Strike and defense in the new subterra battlefield: traysar.com/news/traysar-lau…
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Asher Katz retweeted
Two Lux family companies team🤝 @traysartech (subterranean warfare) x @armada_ai
Big day for Traysar in DC. While our team is briefing CENTCOM on novel HDBT strike capabilities, I’m next door announcing the launch of Terminus and a new age of American resilience with Dan. Proud to partner with @armada_ai! Strike and defense in the new subterra battlefield: traysar.com/news/traysar-lau…
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Asher Katz retweeted
Early takeaways from Austin Deep Tech Week: 1. Austin is a serious f*cking city. SF is still the center of gravity. LA has built an absolute monster around aerospace, defense and industrials. But after spending a few days in Austin, I'm increasingly convinced this city has structural advantages that the coasts underestimate. People I've met here seem to have one primary objective: Build. Heads down. Gas pedal pinned to the floor. Noticeably less obsession with looking important and more obsession with actually making shit work. Deep tech rewards exactly that mentality. 2. Texas being aggressively pro-business isn't some Twitter talking point. It's an actual competitive advantage. Heard versions of this repeatedly from founders and investors this week. Permitting. Regulation. Taxes. Energy. Land. Manufacturing. Expansion. When you're building software, you can abstract yourself away from geography. When you're building atoms, geography becomes part of your cap table. Every additional month waiting on a facility, permit, power connection or expansion is effectively dilution. Texas understand that speed matters. 3. The coastal migration isn't over. SF and LA still have unbelievable technical talent density, particularly at the earliest stages. But the requirements change when a deep tech company starts working. Now you need 100,000 square feet. Power. Testing. Manufacturing. Suppliers. Technicians. Hundreds of employees. Suddenly Texas starts looking a hell of a lot more attractive. And founders here don't seem nearly as worried about convincing talent to follow them as outsiders assume. 4. The next chapter isn't companies moving to Texas. It's companies starting here. Historically the playbook has often been: Coast → prove technology → raise capital → expand into Texas. I think that increasingly becomes: Texas → Texas → Texas. More technical founders will move here before starting the company. More pre-seed and seed companies will originate here. More headquarters will be planted here from Day 1. And that's when the flywheel gets interesting: Talent → startups → capital → exits → experienced operators → new startups. Once that loop starts compounding, ecosystems become very difficult to stop. 5. Austin feels significantly less distracted. There is obviously bullshit everywhere. Startups attract grift like flies to shit. But there's noticeably less keeping-up-with-the-Joneses energy here. Less worrying about who raised what round. Less optimizing for appearances. Less obsession with which VC follows you or which dinner you got invited to. More: Does the thing actually work? That cultural difference matters more than people realize. 6. “But the capital is on the coasts” is becoming a lazy argument. Have you ever heard of a f*cking airplane? It's 2026. If you're building a generational company in Austin and a great investor in SF wants into the round, they're getting on the plane. Great companies don't travel to capital. Capital travels to great companies. Austin already has serious institutional capital on the ground alongside a growing ecosystem of smaller funds. More capital will follow the companies. It always does. 7. Austin increasingly looks built for where deep tech is going, not where venture has been. Deep tech is becoming less about a handful of scientists sitting in a Bay Area lab and increasingly about deploying massive amounts of physical infrastructure. Factories. Energy. Robotics. Defense. Space. Advanced manufacturing. Data centers. Industrial systems. Those businesses eventually collide with the physical world. And the physical world cares about land, power, regulation, labor, logistics and speed. Texas has a lot of all six. SF still has the deepest venture ecosystem. LA has built an extraordinary deep tech machine. But Austin doesn't need to become either of them. It may be building something fundamentally different: A startup ecosystem optimized not just for inventing hard technology — but for actually industrializing it. That's a much more interesting proposition. Came into Austin Deep Tech Week thinking this was an important emerging hard tech ecosystem. Now thinking “emerging” might already be outdated. Ingredients are here. Talent is coming. Capital will follow. Unlike a lot of startup ecosystems I've visited, Austin feels like it actually wants you to build shit here. That's a hell of a tailwind 🏭🇺🇸 Finally - mad props @Andercot, @CaitlinCloud9, @Jason_A_Scharf + many others for putting this together & making this a kickass week!
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