Disruptive Targets $10B AI Fund as Ex-Meta Director Launches Ndoc

Capital, enterprise software, media, and regulation across the AI ecosystem saw four major developments Tuesday: late-stage venture firm Disruptive is raising a $10 billion blind-pool fund for AI and defense (TechCrunch), former Meta AI director Rohit Patel unveiled workspace startup Ndoc (TechCrunch), Andreessen Horowitz-backed livestream network MTS marked six months of rapid expansion in San Francisco (The San Francisco Standard), and Peninsula State Sen. Josh Becker outlined his new Frontier AI Safety Act (KALW).

Disruptive Targets $10 Billion Blind-Pool Fund for AI and Defense

Founded by CEO Alex Davis, late-stage investment firm Disruptive—an early and major backer of AI chipmaker Groq, Palantir, and Shield AI—is raising a $10 billion blind-pool fund focused on artificial intelligence infrastructure, semiconductors, and defense technology.

Historically known for assembling deal-by-deal special purpose vehicles (SPVs) while returning more than $7 billion to investors since 2012, Disruptive is shifting to a committed blind-pool structure so it can move faster on multi-billion-dollar late-stage AI rounds.

Former Meta AI Director Rohit Patel Launches Ndoc Against Legacy Office Suites

In enterprise software, former Meta AI director Rohit Patel—who spent six years at Meta helping lead teams behind the Llama family of open-weight models—launched Ndoc, an AI-native workspace designed to replace Microsoft Office and Google Workspace.

Rather than bolting AI sidebars onto isolated word processors, spreadsheets, and slide decks, Ndoc stores a company’s documents, tables, and project workflows in a unified knowledge graph where edits and reasoning propagate automatically across formats. Comparing legacy spreadsheet plugins to “putting lights on bulls that till my soil” instead of buying a tractor, Patel opened Ndoc’s enterprise pilot and waitlist alpha on Tuesday ahead of a broader beta in the coming weeks.

a16z-Backed Livestream Network MTS Reaches 570,000 Followers and 12,000-Sq-Ft SF Studio

Meanwhile, Silicon Valley’s push into founder-friendly “new media” continues through MTS (“monitoring the situation”), a livestream network backed by Andreessen Horowitz and angel investors that launched six months ago under CEO Brent Liang and cofounder Chris Bakke.

Following OpenAI’s April acquisition of tech podcast network TBPN, MTS has grown to 570,000 followers on X, expanded from a 160-square-foot room into a 12,000-square-foot San Francisco office, and reported being on pace for a $10 million annual run rate with $50,000-per-month sponsor packages, even as journalism scholars such as John Battelle and San Francisco State’s Dina Ibrahim critique the blurring of sponsored interviews and editorial coverage.

State Sen. Josh Becker Introduces Frontier AI Safety Act

On the policy front, State Sen. Josh Becker (D-Menlo Park) joined KALW’s Your Call to detail the Frontier AI Safety Act, new California legislation that establishes independent third-party safety auditing, mandatory critical incident reporting, and whistleblower protections for developers of large frontier models following Gov. Gavin Newsom’s earlier veto of broader AI legislation.