The rainclouds have cleared, and the sun is shining since spring gave way to summer! (at least in the U.S.!) But before we put away our umbrellas, let’s look back on everything that happened at IQT this past quarter...it was a busy one! CEO Steve Bowsher joined several external podcasts to provide insight into IQT’s history and our global security investing model. We welcomed more than a dozen new companies across various technology sectors to our portfolio, shared our insights and perspectives on emerging technology trends, made some notable media appearances, and plenty more. Here’s a brief rundown of the details.

Welcome to the IQT Portfolio

• Synonym – Infrastructure development platform for bioindustrials, which comprises of a database of global fermentation capacity, a technoeconomic analysis tool, and project development financial services.
• ‍Aira – AI-enhanced network management software to increase spectral, energy, and operational efficiencies within radio access network (RAN) and Open RAN (ORAN) wireless network architectures.
• ‍Inventia – Platform for in-vitro cellular analysis with tunable mechanical and biofunctional properties.
• ‍Cauldron – Offers a groundbreaking solution that allows for the rapid scale-up of precision fermented prototypes to commercial quantities.
• ‍nsc – Bringing together the best characteristics of III-V materials and silicon on one monolithic integrated circuit (IC) to create chips that will open up opportunities to impact design and development within vital areas of future technology.
• ‍Acalvio – Deception technology within an IT ecosystem that enables cyber defenders to better confuse their adversaries while providing a ground-truth telemetry feed of ways in which their network is being compromised.
• ‍TaxBit – Platform designed to automate tax filings for taxable cryptocurrency transactions.
• ‍Hunt.io – tracks and provides analytics into command and control (C2) infrastructure and other related covert or geographically dispersed infrastructure on the internet.
• ‍Nanolumi – providing breakthrough optical materials and optical material platforms in challenging but diverse applications, using a host of proprietary nano- and molecular technologies.
• ‍Prolific Machines – Advanced mammalian cell production platforms for cultured food and therapeutics markets.
• ‍Harmonic Security – AI data security product to help customers understand AI usage, measure AI risk posture, and control AI data exposure.
• ‍Lamini – LLM platform that seamlessly integrates every step of the model refinement and deployment process – making model selection, model tuning and inference usage incredibly straightforward for your development team.
• ‍ChEmpower – Develops and supplies chemically reactive pads for use in planarization of semiconductor chip devices, eliminating the need for abrasives in the polish process.
• ‍Oxide Computer – Hyperscaler-class infrastructure solutions for on-premises data centers.

IQT Blogs & Podcasts

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🎙️ IQT Explains: Scaling Cyber for Future Conflicts: IQT experts Grant Whiting and Daniel Bocknek join host Vishal Sandesara to discuss cybersecurity and the importance of enhancing cyber capabilities for future conflicts. Tune in to gain insights on adapting to emerging digital threats and advancing cybersecurity as the three explore the fast-paced nature of cyber warfare, the role of AI and automation, and the importance of high-quality data.

📖 IQT’s Perspective on American Manufacturing Innovation and National Security: A strong manufacturing base is vital for national security and economic growth. From aerospace to healthcare, small and medium-sized businesses play a crucial role in driving innovation and supporting a diverse range of sectors.

📖 America’s Advanced Manufacturing Opportunity and What it Means for Supply Chain Resiliency: In the second part of our series on manufacturing and supply chains in America, we provide a high-level overview of some of the key advanced manufacturing domains whose evolution IQT is tracking closely.

📖 Non-Terrestrial Networks: What They Are and How They Drive Innovation Towards 6G: Isaac Myauo, SVP of Technology, discusses the rise of Non-Terrestrial Networks (NTNs) and their impact on the future of global connectivity.

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📖 Non-Terrestrial Networks: The Key Tech Foundations Supporting Next-Gen Connectivity: In the second part of our NTN blog series, Nate Roberts, Senior Technology Architect, delves into key technological foundations driving the rise of NTNs as well as the challenges associated with scaling operational models.

📖 Crossing the Digital Divide in Engineering Biology: Bringing Designs to Life with Cell-Free Protein Synthesis: Engineering biology promises new and transformative capabilities in agriculture, health, industrial manufacturing, and more. IQT's Jessica Dymond and Chenny Zhang discuss critical capabilities in this space, highlighting cell-free protein synthesis, which is an emerging commercial platform that enables users to turn AI-based protein designs into physical reality.

📖 IQT Quarterly Recap – Winter 2024: Spring is in the air, but before we bid adieu to winter, we want to highlight some exciting developments at IQT that happened this past quarter.

Other Podcast Appearances

• CEO Steve Bowsher joined the America Builds podcast to talk about the changing landscape of venture capitalism, particularly in the defense tech market.
• Recently on All Quiet on the Second Front, Steve reflected on some of the key people and milestones that have led IQT to where we are today, as well as the “secret sauce” that has helped define our success.
• On Intelligence Matters: The Relaunch, Steve joined Andrew Makridis, former CIA Chief Operating Officer, to discuss the unique value that IQT provides our startups, the importance of global security investing, and how we measure success as a mission-driven investor.
• On the latest episode of the Hogan Lovells National Security Podcast, Steve explains how he found his way to the intersection of emerging technology and national security, and why bridging the gap between these domains is critical to maximizing the defense capabilities and economic prosperity of the U.S. and its allies.

Recent Events & News

• MARCH 20, 2024: Steve Bowsher had the pleasure of attending the National Security Innovation Base (NSIB) Summit where the Reagan Institute released its second annual NSIB report card.
• APRIL 9, 2024: Steve Bowsher joined Doug Beck, Director of the Defense Innovation Unit, for a fireside chat on emerging technology and defense solutions at the Council on Foreign Relations.
• APRIL 30, 2024: Business Insider published its list of the “26 top defense tech VCs to know” featuring IQT CEO Steve Bowsher and EVP of U.S. Investments George Hoyem.
• MAY 20, 2024: IQT and SVB hosted a quantum event convening 40 company founders and investors to discuss ways to further advance quantum technologies.

IQT National Innovation Strategy

• ‍The Promise of Engineering Biology for Sustaining U.S. Leadership in Agriculture: In order to address pressing challenges such as rising global food demand, flattening productivity, and the harmful environmental impacts of some chemical plant treatments, the federal government has an opportunity to adapt its policies to better support innovation in agricultural biotechnology.
• ‍Telecoms Competition is Moving to Space. How the U.S. Can Win.: Dr. Sarah Sewall recently shared her thoughts about the ongoing competition for telecommunications leadership. With the transition to 6G just over the horizon, “the U.S. is still trying to inject the principle of openness, along with American companies, into today’s land-based 5G infrastructure.”

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