Singularity Launches with $80M Series A Co-Led by Khosla and Felicis at $400M Valuation

Singularity, a defense technology company building counter-weapon systems to protect against mass-produced, low-cost munitions, launched with $80 million in Series A funding. Khosla Ventures and Felicis co-led the round. The company declined to disclose the specific breakdown of the round, but confirmed the $80 million raise was paired with a $400 million post-money valuation.

The cash injection will be directed entirely toward scaling production and hardware output. Singularity’s thesis hinges on manufacturing large volumes of air defense systems at a cost structure that undercuts the proliferation of cheap attack drones — a dynamic its team has observed firsthand. They maintain a near-constant presence in Ukraine, where the majority of battlefield casualties are attributable precisely to these low-cost threats.

Operated out of Los Angeles, the company describes its mandate as engineering counter-weapon systems “at scale” for both military and civilian protection. Its website text argues that many losses in modern conflict zones would have been preventable had even “rudimentary air defense been stockpiled in time.” The company’s stated goal is eliminating that gap forever.

Khosla and Felicis were joined in the round by a roster of existing backers including NEA, AE Industrial Partners, Long Journey, and Y Combinator. The investor syndicate is notable for its operational heft: advisors include former Army Chief of Staff Gen. James McConville and former U.S. Space Command commander Gen. James Dickinson. Both generals, alongside Khosla managing director and CTO Sven Strohband, Felicis general partner James Detweiler, NEA partner Mustafa Neemuchwala, and others, have formally aligned with Singularity as advisors. Their conviction, per the company, is tied directly to execution velocity.

Singularity claims the “most aggressive test cadence in the industry,” a point Strohband echoed when stating the company’s ability to close the loop between design and test correlates directly with the pace of real-world progress. Manufacturing strategy is also positioned as a differentiator. Long Journey general partner Arielle Zuckerberg noted the company builds major subsystems in-house and only sources components already produced at commercial volumes, eschewing the traditional defense model of multi-vendor integration and its attendant lead-time bottlenecks.

The round arrives at a moment when venture capital’s appetite for defense technology is accelerating, driven by active conflict in Europe and the Middle East, and by Pentagon signals prioritizing commercial-speed procurement. Singularity is entering a field already crowded by Anduril, Shield AI, and newer upstarts designing for the low-cost tier. The company’s ability to reach fieldable systems at scale remains unproven publicly, but the language deployed by its backers — “capital efficiency and build velocity few companies of any size can match,” per Neemuchwala — frames the Los Angeles startup as one betting that production execution, not just R&D milestones, is the new threshold for defense startups.