Costanoa Ventures

Muon Space’s FireSat Protoflight Launch: Revolutionizing Wildfire Detection We are excited to announce that we have successfully launched FireSat Protoflight aboard SpaceX’s Transporter 13! This first satellite in the FireSat constellation, features a cutting-edge six-channel multispectral infrared instrument designed to transform global wildfire detection and response. Once complete, our constellation will provide global coverage, with each point on Earth observed every 20 minutes. Developed in collaboration with Earth Fire Alliance and supported by EDF, the Moore Foundation, and others, FireSat will deliver critical fire intelligence to first responders, policymakers, and communities. With three more satellites launching in 2026 and full operational capacity expected by 2030, FireSat represents a breakthrough in wildfire response and management technology. Read more: ?? https://lnkd.in/e75MBHwA #FireSat #SpaceTechnology #SatelliteDeployment #WildfirePrevention

Cool to see three Costanoa Ventures portfolio companies on The American Dynamism 50 list, put together by our friends and co-investors (and my former Netscape colleagues) at Andreessen Horowitz. Congrats to Lorenz Meier from Auterion, John Doyle from Cape, and Brett Granberg and Nini Hamrick from Vannevar Labs. And I daresay there are some additional extraordinary companies we're working with making huge contributions to National Security and Public Safety. I'll look forward to sharing more about them over time.

Overall, I think the #AI boom is quite different from the Dot Com boom and bust. There is much more substance in AI, which is letting us solve business problems that were completely unsolvable 2 years ago. That said, the key lesson for me was that investment booms are like raffles not like lotteries. You have to be present at the end of the evening to claim your prize. Arguably, Webvan was every bit as revolutionary a user experience as Amazon, but was managed in a way that didn't have a chance of survival if the era of free capital went away. So . . . invest in things that solve real problems *and* have good unit economics *and* pace investments to sustain a change in environment.

Today I’m thrilled to announce one of the BIGGEST product launches in Demandbase history. Introducing, Agentbase. Agentbase is a complete system of connected AI Agents that combine data and automation into unified account-based GTM workflows. Now available within the Demandbase One platform, Agentbase enables you to fully maximize the potential of an account-based GTM. Why did we launch Agentbase? B2B GTM teams are under more pressure than ever to deliver results with fewer resources. Yet, many AI solutions in the market today are creating more noise, not value. Our customers told us they don’t need another AI assistant—they need AI that delivers better outcomes. That’s exactly what Agentbase does. There’s also a gap in recognizing the potential dangers in implementing agents within a complex GTM, notably lack of interoperability, data inconsistency, and misalignment of agents across GTM functions, resulting in huge waste. Given those market realities, we were intentional in not compromising our mission by delivering a rushed, ineffective, commodified AI solution to the market. Through months of working with customers we’ve identified the most important account-based GTM capabilities that have been hardest to tap into, and built a system of agents to generate more pipeline, close more deals, and accomplish important outcomes faster. Agentbase eliminates the dangers of using agents in a complex go-to-market environment through: 1. Unified Data & AI: Agentbase improves AI accuracy and agent compatibility by using a single source of first- and third-party data. 2. Sales & Marketing Alignment: It ensures consistent messaging and priorities by aligning sales and marketing through a shared agent system. 3. Strategic AI Framework: Agentbase provides a comprehensive framework for AI implementation across your go-to-market strategy, preventing fragmentation and elevating ABM beyond a simple tactic. An example high-impact agent that was pre-released in Q4 is our "Campaign Outcomes Agent", which has driven 40% higher click-through rate and a 25% greater lift in page visits than standard campaigns. Thank you team Demandbase, for bringing Agentbase to reality. The next phase of AI-powered GTM execution is here, and we’re just getting started!