Investing at the intersection of AI¹ and the physical world².

1.Models, compute, and enabling infrastructure

2.Real world economy powered by atoms and molecules. Manufacturing, industrials, autonomy, healthcare, defense, energy

Who we are

It’s still early in AI. The models work, but the physical economy hasn’t been rebuilt around them yet. A tsunami of innovation is coming.

What we back: The AI stack, robotics, autonomy, industrials, defense, national security, energy, and health.
When we invest: Formation through Series A. We like to be your first institutional check.
Who our investors are: Non-profit foundations, sovereign wealth funds, family offices, corporate partners, founders and CEOs.
Who we back: Fast-moving technical founders with domain expertise.
How we help: We like to be hands-on, and have deep experience and networks in physical industries. We help turn startups into businesses.
Why founders choose us: We cheer loudly when things go right and get in the trenches when they don’t.