Randy Glein

DFJ Growth - Tech Investor & Partner to Extraordinary Entrepreneurs - SpaceX, Tesla, Anduril, Twitter, Coinbase, Unity, etc

📍 Menlo Park, California, United States🔄 Updated September 2026💼 43 investments📅 26 years investing🗓 Last invested Mar 2026
VC🌍 United States20+ investmentsInvested this year
43
Total investments
6
Early stage
19
Mid stage
9
Late stage
26y
Years active

Portfolio

42 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor
Mar 2026
Saronic is building cutting-edge unmanned surface vehicles that enable maritime security and domain awareness by combining best-in-class hardware, software and artificial intelligence into one scalable, fully integrated platform.
Investor
2026
Goodfire is a research company and public benefit corporation based in San Francisco, dedicated to using interpretability to understand, learn from, and design AI systems. We help our customers across industries turn AI into something that can be understood, debugged, and shaped like software. In the life sciences, we help customers extract novel insights from models trained on scientific data. Our team shaped modern neural network interpretability at OpenAI, DeepMind, Stanford, and Harvard. Were backed by more than $200M from B Capital, Menlo, Lightspeed, and other leading investors.
Board Observer
May 2025
Positron delivers vendor freedom and faster inference for both enterprises and research teams, by allowing them to use hardware and software explicitly designed from the ground up for generative and large language models (LLMs). Through lower power usage and drastically lower total cost of ownership (TCO), Positron enables you to run popular open source LLMs to serve multiple users at high token rates and long context lengths. Positron is also designing its own ASIC to expand from inference and fine tuning to also support training and other parallel compute workloads.
Board Member
Aug 2024
Founded in 2018, Hidden Level is the world’s leading developer of technology for sensing, identifying, tracking and analyzing RF spectrum signals to support the critical decisions that keep our troops safe, our infrastructure secure, and our communities peaceable. Trusted by NASA and the US Department of Defense, among others, Hidden Level’s passive, multifunction sensors can detect all crewed and uncrewed aerial activity, dark targets, and even spectral weather, providing superior sensing capabilities throughout the RF spectrum. The company’s team of experts boasts decades of success in developing groundbreaking RF sensing technology, and have a proven track record in delivering field-tested, defense-ready systems that make our world a safer place.
Investor
May 2024
Understand the Universe. We are a team of AI technologists and business leaders on a mission to build AI systems that can help humanity understand the world better. https://x.ai/careers
Investor
2024
Scale’s mission is to develop reliable AI systems for the world’s most important decisions. We provide the high-quality data and full-stack technologies that power the world’s leading models, and help enterprises and governments build, deploy, and oversee AI applications that deliver real impact. The Scale Generative AI Platform allows customers to build, evaluate, and control advanced AI agents and applications that continuously improve. The Scale Data Engine provides the technology to collect, curate, and annotate high-quality datasets. Through our Scale Labs, we test models with rigorous benchmarks and novel research to ensure breakthroughs translate into systems people can trust. Scale powers the most advanced LLMs and generative models in the world through RLHF, data generation and model evaluation. We work with industry leaders like Meta, Cisco, DLA Piper, Mayo Clinic, Time Inc., the Government of Qatar, and U.S. government agencies including the Army and Air Force.
Board Observer
2022
Anduril is not a traditional defense contractor. We are shaping the future of defense, transforming US & allied military capabilities with advanced technology. We emphasize speed and results and control our products from start to finish, including funding R&D to selling finished products off the shelf. Today, Anduril is in a rapid growth phase, deploying technology in diverse locations and developing path-making products that will change defense forever. We believe that everyone at Anduril can be a catalyst. Your perspective can change lives, and we want to help you make your mark. Our team includes thinkers and doers working interdependently. We bring the brightest minds and best-in-class talent together with veterans who have lived the problems of our warfighters. If you like building quickly and seeing your work deployed in the real world, we want you at Anduril. With offices in Orange County, Washington DC, Seattle, Boston, Atlanta, London, and Sydney, our reach is wide. Check out our careers page at https://www.anduril.com/careers or send us an email at careers@anduril.com.
Board Observer
2022
Were redefining how America competes. Our products are used today by friendly forces around the world to shape adversary behavior, expose malign influence, and detect illicit activity. We started in 2019 with a belief that the public servants who put themselves in harm’s way deserve better technology. The defense status quo wasn’t cutting it, so we built a team that obsesses over real-world mission impact. We iterate fast, deploy forward, and build with end users in mind. Since then, we’ve grown from $3M to $80M in revenue, stayed profitable, and scaled to 200+ people, while raising just $12M. We value ownership, transparency, and teamwork. We build like our work matters, because it does. And we’re building a company where the best operators in the country come together to win, grow, and do the best work of their careers. We’re expanding our edge across cyber, economic warfare, and next-gen sensing. If you want to help America win before and beyond the battlefield, we want you. Check out our open roles at https://vannevarlabs.com/careers/.
Investor
2022
OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity. AI is an extremely powerful tool that must be created with safety and human needs at its core. OpenAI is dedicated to putting that alignment of interests first — ahead of profit. To achieve our mission, we must encompass and value the many different perspectives, voices, and experiences that form the full spectrum of humanity. Our investment in diversity, equity, and inclusion is ongoing, executed through a wide range of initiatives, and championed and supported by leadership. At OpenAI, we believe artificial intelligence has the potential to help people solve immense global challenges, and we want the upside of AI to be widely shared. Join us in shaping the future of technology.
Investor
2021
Commonwealth Fusion Systems (CFS) is on a mission to deliver clean fusion energy to the planet fast enough to matter for humanity’s biggest challenges. It’s urgent. The gap between the energy we need and the energy we have is widening every day. Fusion is a critical part of the energy transition away from fossil fuels, a new chapter for the world’s energy supply. We’re committing to delivering fusion power plants and a full-fledged fusion energy industry as we’ve delivered on other promises. Like the world’s strongest high-temperature superconducting magnet, the game-changing technology that’s making commercial fusion energy a reality. We’ve raised over $2 billion in capital — more than any other fusion energy company — and attracted top talent to design, build, and deliver commercial fusion power plants. And we’re working with policymakers and suppliers to make fusion energy available globally. As we push toward the fusion-energy future, we’ll keep setting and meeting milestones, sharing and validating our progress, and encouraging others to do the same. If you are interested in joining our team, check out cfs.energy/careers for more information.
Investor
2021
Alchemy powers the blockchain infrastructure to accelerate the worlds leading financial applications. We provide enterprise-grade infrastructure that enables financial institutions, fintechs, and global enterprises to build and scale onchain applications across 80+ blockchain networks. Our platform delivers 99.99% uptime and sub-50ms response times, processing billions of transactions annually. Leading financial companies including Robinhood, Visa, Stripe, and Circle rely on Alchemy for mission-critical onchain operations. Were trusted by millions of organizations, from the largest enterprises to ambitious startups building the open economy. Headquartered in San Francisco and New York, Alchemy is building the foundational infrastructure for the open economy.
Board Observer
2021
Rho is the modern banking platform built for startups. Open accounts in minutes, issue cards, manage expenses, pay bills, and close the books – all in one connected platform backed by real human support.
Board Observer
Mar 2020
A modern platform for the AI era Our mission at Cohesity is simple: to protect, secure, and provide insights into the world’s data. The largest organizations around the globe rely on us to strengthen their business resilience. With the Cohesity Data Cloud, we are able to deliver on that mission. Our customers can recover from cyber events faster, manage and secure their data at enterprise scale, and gain valuable insights with our industry-leading AI capabilities.
Board Member
2020
Neocis is transforming dental implant surgery with advanced robotics. Manufacturer of Yomi, the first and only FDA-cleared robotic device for dental surgery, Neocis works closely with leading surgeons to better understand their needs and treatment challenges. The company is committed to developing innovative technologies and approaches that help advance patient care and improve quality of life.
Show all 42 investments ↓
Experience · 48 entries
All (48)
Investments (43)
Founder (1)
Board (28)
2026
Investor
Mar 2026
Saronic is building cutting-edge unmanned surface vehicles that enable maritime security and domain awareness by combining best-in-class hardware, software and artificial intelligence into one scalable, fully integrated platform.
Investor
2026
Goodfire is a research company and public benefit corporation based in San Francisco, dedicated to using interpretability to understand, learn from, and design AI systems. We help our customers across industries turn AI into something that can be understood, debugged, and shaped like software. In the life sciences, we help customers extract novel insights from models trained on scientific data. Our team shaped modern neural network interpretability at OpenAI, DeepMind, Stanford, and Harvard. Were backed by more than $200M from B Capital, Menlo, Lightspeed, and other leading investors.
2025
Board Observer
May 2025
Positron delivers vendor freedom and faster inference for both enterprises and research teams, by allowing them to use hardware and software explicitly designed from the ground up for generative and large language models (LLMs). Through lower power usage and drastically lower total cost of ownership (TCO), Positron enables you to run popular open source LLMs to serve multiple users at high token rates and long context lengths. Positron is also designing its own ASIC to expand from inference and fine tuning to also support training and other parallel compute workloads.
2024
Board Member
Aug 2024
Founded in 2018, Hidden Level is the world’s leading developer of technology for sensing, identifying, tracking and analyzing RF spectrum signals to support the critical decisions that keep our troops safe, our infrastructure secure, and our communities peaceable. Trusted by NASA and the US Department of Defense, among others, Hidden Level’s passive, multifunction sensors can detect all crewed and uncrewed aerial activity, dark targets, and even spectral weather, providing superior sensing capabilities throughout the RF spectrum. The company’s team of experts boasts decades of success in developing groundbreaking RF sensing technology, and have a proven track record in delivering field-tested, defense-ready systems that make our world a safer place.
Investor
May 2024
Understand the Universe. We are a team of AI technologists and business leaders on a mission to build AI systems that can help humanity understand the world better. https://x.ai/careers
Show all 48 entries ↓
Investment activity
2000–2026 · 43 investments
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