OpenAI Secures Pentagon, X Drops a Visa Card, and VCs Double Down on Infrastructure Power Plays
Tuesday Current (June 24, 2025): From AI defense contracts to billion-dollar chip plays, the lines between tech, money, and national security are vanishing fast.
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This week, we’re spotlighting breakout companies transforming gaming, AI infrastructure, and display tech, each offering a fresh lens on where smart money is moving.
Let’s dive in…
TRENDING THIS WEEK: VC Moves You Need to Track
OpenAI’s $200M DoD Pivot – Military contract signals a national security play that could strain ties with Microsoft.
X Drops a Debit Card – Elon’s “everything app” moves into finance with peer-to-peer Visa-powered transfers.
TI’s $60B Chip Bet – 60,000 new jobs, seven plants, and a bold reshaping of the U.S. semiconductor supply chain.
$2B Seed for Mira Murati’s AI Lab – Thinking Machines hits a $10B valuation as a16z backs one of the largest seed rounds ever.
OPPORTUNITIES AT ThinkFISH
THUNDERGRAPH - AI for Engineers, Not Just Analysts
Most engineering software hasn’t changed in decades. ThunderGraph is rethinking Model-Based Systems Engineering (MBSE) using AI and SysML v2 to reduce rework and accelerate system design. Company LinkedIn
Why you’ll love it:
Built by MBSE experts and operating in live beta environments
AI agents designed to improve traceability and validation speed
📎 Investor Deck | One Pager | Meet the Founder | Book an Intro Call
BLOOMVERSE - Where AI Builds the Game and the Business
Bloomverse is a gaming and commerce platform built on the Solana blockchain. It enables developers and partners to integrate brands, digital storefronts, and service providers directly into game environments. The company is exploring opportunities to enhance in-game experiences through branded content and reward systems. Company LinkedIn
Why you’ll love it:
Filed IP in AI gameplay logic and platform mechanics
Partner discussions underway with leading platforms
📎 Investor Deck | One Pager | Meet the Founder | Book an Intro Call
3THIX - Web3 Infrastructure That Just Works, for Developers and Regulators
3THIX gives game and app developers a one-stop platform to power payments, wallets, loyalty rewards, ad monetization, and fraud prevention, all via a single integration. Their ecosystem includes a native digital token that lets users earn from in-game activities and spend across a growing marketplace of games. Company LinkedIn
Why you’ll love it:
Built by seasoned fintech and Web3 operators
Creates token incentives to reduce CAC and increase user LTV
📎 Investor Deck | One Pager | Meet the Founder | Book an Intro Call
AROVIA - Where Display Tech Folds Into Your Life
Arovia is building a new category of foldable, flexible nanomaterials, starting with Splay, a portable display that unfolds into a full-size screen, then vanishes into your bag. Patented tech and early enterprise interest are fueling momentum. Company LinkedIn
Why you’ll love it:
Honored at CES 2024 & 2025 for hardware innovation
Piloting use cases across government and enterprise
📎 Investor Deck | Meet the Founder | Book an Intro Call
🏁 THANK YOU + MILESTONES
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