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Arbor Energy just landed a billion-dollar order to bring rocket turbine tech to the power grid

Energy startup Arbor Energy on Wednesday said it had sold up to 5 gigawatts’ worth of its modular turbines to GridMarket, a company that helps arrange power projects for data centers and industrial users. 

“Everyone wants more power. They wanted it yesterday,” Brad Hartwig, co-founder and CEO of Arbor, told TechCrunch. “The time frames are compressing and the scale is getting larger.”

Arbor’s Halcyon turbines are based on rocket turbomachinery, high-performance engine technology originally developed for spaceflight, and its first commercial turbines will be 3D printed and capable of generating 25 megawatts each. GridMarket’s order, if fully fulfilled, represents 200 units.

Neither company disclosed the exact price of the deal, though Hartwig said that Arbor has seen a “willingness to pay upwards of $100 per megawatt-hour.” A person familiar with the deal told TechCrunch that the total is in the single-digit billions of dollars.

The startup plans to connect its first turbine to the grid in 2028 and ramp production through 2030, at which point it hopes to deliver more than 100 turbines annually. The goal, Hartwig said, is to eventually produce enough for 10 gigawatts of new capacity every year.

Arbor’s initial designs intended for Halcyon to subsist on a vegetarian diet — the power plant would ingest organic material like crop waste and wood scraps from farms and timber operations, which would be turned into syngas — a combustible gas mixture — and burned in the presence of pure oxygen. The result would be pure CO2, which could be captured and stored underground.

Under that process, each Halcyon turbine would generate carbon negative power. The organic matter it consumes would otherwise have decayed, releasing methane and carbon dioxide into the atmosphere.

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Since then, Arbor has modified Halcyon to accept natural gas in addition to biomass — making it, in effect, more of an omnivore. The process otherwise remains the same, meaning the CO2 that emerges can still be sequestered. 

Because it’s using natural gas, it wouldn’t be carbon negative in that configuration. In fact, because methane leaks from pipes and valves throughout the supply chain, Halcyon turbines running on fossil fuel will still produce some greenhouse gas emissions while also fostering continued demand for natural gas. Hartwig said that the company is working with low-leak natural gas suppliers, and that it’s “economically a benefit to sequester that CO2.”

“We see a long-term path to less than 10 grams of CO2 per kilowatt-hour,” Hartwig said. That’s significantly lower than typical natural gas power plants without carbon capture, which release about 400 grams of CO2 per kilowatt hour.

Arbor hasn’t abandoned its biomass-powered projects, and the sale to GridMarket isn’t restricted to one specific fuel. However, other announced deals built around biomass are considerably smaller than the one signed with GridMarket.

Like many energy startups, Arbor has gotten a meaningful boost from the data center boom. Makers of traditional gas turbines were caught flat-footed, and given the volatility of such markets in the past, they’ve been reluctant to significantly increase production. Hartwig said that they’d be hard-pressed to quickly ramp production, even if they wanted to. 

“Those supply chains largely all get bottlenecked by blades and vanes for traditional turbines. Those are fairly inelastic supply chains, both in how artisanal the production method is — doing directionally solidified, single-crystal turbine blades — as well as very specialized labor, the workforce behind it,” he said. “If you were to get in line for a turbine today, you’d be waiting until 2032.”

Arbor is betting that its machined and 3D-printed parts will help it get to market quicker. “People want power in the next few years and they want a lot of it,” Hartwig said.

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Lucid Bots raises $20M to keep up with demand for its window-washing drones 

Andrew Ashur, the founder and CEO of window cleaning robot startup Lucid Bots, likes to joke that his company is the antithesis of the robotics industry right now.

While many companies are trying to build humanoids or tout demos of their robots dancing and doing flips, Lucid Bots’ drones are out in the field making traditionally unsexy and dangerous work, like cleaning windows, safer and more efficient.

“The sad truth is most are still selling a lot of hype and headlines, and we sell performance on the job site that shows up in our customers, profits, and losses,” Ashur told TechCrunch. “We’re not just in the lab and simulators. We’ve got dirt under our fingernails, and we’re out on job sites getting work done.”

Charlotte, North Carolina-based Lucid Bots is a full-stack robotics company that sells its Sherpa drones and Lavo robot to cleaning companies to help them on their job sites. The company designed and manufactures its own robots in the U.S. and just raised a $20 million Series B round co-led by Cubit Capital and Idea Fund Partners. This brings its total funding to $34 million.

The company plans to use the money for hiring to keep up with demand, although Ashur joked that they’ve run out of parking spots at their manufacturing facility.

“We have more requests for demos, then we have hours in the day, so we need to scale up capacity and head count,” Ashur said. “As a founder, when we don’t have enough hours in the day to do all the demos, it gives me a little bit of heartburn.”

Demand from customers and investors wasn’t there in the beginning, Ashur said. It took the company half a decade to ship its first 100 robots, and it took a fair amount of convincing to get VCs to back a robotics founder with a liberal arts background and no robotics experience.

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Ashur got the original idea for the company while he was a junior at Davidson College studying economics and Spanish. He happened to walk by a building that was being cleaned by window washers. It was a windy day, and the workers’ swing stage started to knock around and slam into the building.

Watching the harrowing scene made Ashur think about how technology could make this safer.

“Built infrastructure is literally the largest asset class in the world, but right now, we’ve got these three compounding issues,” Ashur said. “We’ve got aging infrastructure, the new infrastructure we’re building is getting bigger and harder to maintain, and, last but not least, we have less and less people willing and able to do the work. We needed to start building drones and robots to bridge that gap.”

Lucid Bots was launched in 2018 and started out as a cleaning company that took contract jobs to learn more about the industry. After two years, and a few cleaning chemical burns, Ashur said they knew what their drone needed to be successful.

Lucid Bots’ sales has gained momentum recently. It took the startup five years to sell 100 units and now it is approaching 1,000.

The company continues to improve its bots and drones in an effort to keep sales ticking along. Data collected by the robots is fed back to the underlying software, which is used to improve both of Lucid Bots’ products. The company is also building a tool that will allow its bots to be used for adjacent categories like painting waterproofing and sealing, among others.

“We recently waterproofed a massive university stadium that was starting to age, still using the same brain and frame as a Sherpa,” Ashur said. “Part of why we went there is because our existing customers were pulling us there and we were getting, gosh, probably about 50 or so inbound leads a month related to painting and coating and that was before we even began marketing that option.”

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After pivoting, Y Combinator grad Glimpse raises $35M led by a16z

Dispute-tracking fintech Glimpse announced Wednesday that it raised a $35 million Series A led by Andreessen Horowitz, with participation from 8VC and Y Combinator.

Founders Akash Raju, Anuj Mehta, and Kushal Negi, attended Purdue together and were initially building a startup that did Airbnb product placements. That company launched in 2020, but by 2024, the founders pivoted to a wholly new idea: Glimpse, a platform that helps retailers automate financial deduction processes. 

It raised a $10 million round last year, led by 8VC, after the business pivot, which it called a Series A round at the time. It is now calling this fresh $35 million a Series A round, and rebranding its previous Series A as a seed round. The company has raised $52 million to date, including funding they raised before they pivoted.

“We ultimately felt we lacked product-market fit and decided to hard pivot,” Raju said of the first, unsuccessful idea. “In this process, we had exposure to brands’ back offices and the chaos that was selling in retail, ultimately leading us to start Glimpse as it is today.”

They met their lead a16z investor through a mutual founder friend. “We built a strong relationship as we scaled the business. Really excited we can partner with them for this next stage of growth,” he continued.

Deductions are the amounts a retailer subtracts from what they owe a brand when settling an invoice. It’s commonplace and typically works like this: A brand bills the retailer, the retailer pays the brand. If it pays less than what was billed, it provides a reason, such as if the goods were damaged. 

Some of the deductions are for valid reasons, but some aren’t — those are called invalid deductions, and they are tedious to track and manage on the back end. “These errors are surprisingly common,” Raju, the company’s CEO, said, adding that “a brand might ship inventory correctly but still be charged for a short shipment.” 

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“Teams log into multiple retailer systems, pull scattered documents, review line items, reconcile against internal records, and manage disputes end-to-end. The challenge is driven by fragmented, unstructured data and siloed workflows across systems and teams,” he said of how the process usually goes.

If the brand doesn’t reconcile every invalid deduction, that could lead “to consistent revenue leakage,” he said. 

Glimpse says it helps with this process by reviewing deductions, flagging invalid ones, and filing disputes, helping companies recover money they may have missed or lost. The platform’s AI agents log into a retailer’s portal, find and centralize all necessary documents, then classify each deduction, Raju explained. From there, the AI agents validate each change against internal data (such as supply chain records and promotion calendars) to determine which deductions are legitimate and which are not. 

The company said it works with more than 200 retail brands, including Suave and its lip balm brand Chapstick. 

“When issues are identified, Glimpse automatically files disputes, follows through on the process, applies recovered cash, and syncs everything back to the brand’s ERP,” Raju said, adding that the product integrates across multiple systems. In addition to the main enterprise resource planning financial software, it integrates with promotion calendars, and retail portals. It can truncate a long process down to days, he said.

Despite Glimpse’s automation, Raju said his company does have humans in the loop, “primarily around ensuring outcomes,” he said, like “following up on disputes to drive resolution and cash recovery, as well as quality assurance on critical steps like classification and data extraction.”

The system gets smarter each time a deduction is processed and continuously refines its classification, validation, and resolution. “Over time, this creates a compounding data advantage, where each new integration and customer makes the system smarter and more effective across the entire network,” he said. 

Others are tackling invalid deduction with software, too, such as Revya and Confido.

“Our vision is to be the AI infrastructure for CPG and retail brands, and this capital helps continue executing toward that vision,” he said. 

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Harbinger’s next product will be hybrid emergency vehicles

Trucking startup Harbinger is still a relatively new company, but the flexibility of its electric vehicle platform has helped it capture another customer in a different line of business. This time, Harbinger’s chassis will be used in emergency vehicles for 70-year-old company Frazer.

The two companies announced Wednesday that Frazer will build ambulances on the hybrid version of Harbinger’s platform, as well as larger mobile healthcare vehicles. Frazer will also become a customer of Harbinger’s new energy storage business, which the startup debuted earlier this year in a partnership with Airstream.

The deal shows that companies like Harbinger are finding success with electric and hybrid vehicles despite headwinds in the passenger vehicle space in the United States. Grounded, another startup based in Detroit, revealed this week that it worked with Colgate to develop a small fleet of mobile dental care vehicles.

The key to Harbinger’s success is its flexible platform, co-founder and CEO John Harris said in an exclusive interview with TechCrunch. The simple truck chassis can be shortened or lengthened depending on a customer’s needs, and Harbinger can drop in a range-extending combustion engine if desired. Harbinger is just a few years old, but this one platform already powers RVs (built with THOR Industries), FedEx delivery vans, a smaller box truck design, and now ambulances. This has helped the company raise more than $300 million to date.

“If you look across the step van and the RV use case, we’ve got three wheel bases, four different GVWR [gross vehicle weight ratings], and sort of four different powertrain options, with four, five, [or] six battery packs, plus the hybrid across all of that stuff. We have 99.5% part commonality,” Harris said. “That’s the game changer.”

Frazer CEO Laura Griffin told TechCrunch that switching to Harbinger’s hybrid powertrain — which is predominantly electric but leverages the gas engine to top up the battery — was a no-brainer because it helps lower her customers’ total cost of ownership and increases their uptime.

“We’re constantly looking for, what innovations can elevate the experience for our end users, which are going to typically be municipalities, 911 entities, hospitals,” she said. “They’re doing it where it’s comparative to other medium-duty chassis, so it checks all of the boxes for us.”

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Griffin said Frazer will buy the battery-based auxiliary power units from Harbinger and use them on both the newer hybrid emergency vehicles, as well as on older combustion versions. These will replace standard generators and can help first responders (or users of the mobile healthcare vehicles) power medical devices in the field without pulling energy from a vehicle’s battery pack or combustion engine.

“In the back of an emergency vehicle, for instance, an ambulance, you can imagine there’s a lot of equipment, and all of the latest, greatest equipment that’s added on tends to be power based,” Griffin said. “So we are looking for abundant clean power sources that don’t necessarily tie to the chassis.”

Harris sees this becoming a great business no matter how many hybrid vehicles Frazer buys, since the auxiliary power units are useful regardless of powertrain.

“It will be a faster growth curve, because there are thousands of ambulances,” he said. And he’s looking to other industries as well — especially in Harbinger’s home state of California where there are increased restrictions on the use of gas generators.

“We’re seeing a lot of interest from people saying, like, I don’t really want a generator six feet from an operator for 12 hours a day, I’d be happy to save money with batteries. I would be happy to have less emissions,” he said.

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