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Investment Areas of Interest

• Core AI Infrastructure & Developer Tools

  • AI-Native Infrastructure
    Building Blocks of the AI Age: Infrastructure for Intelligence
    Portfolio companies: Groq, Lambda, Enfabrica

   

  • AI Infrastructure and Services
    The AI Stack, Simplified. Tools and infrastructure to build, train, deploy, and monitor AI—reliably and at scale.
    Portfolio companies: Turing, Ceramic AI

   

  • AI Infrastructure & Developer Tools
    Picks, Shovels, and Silicon. Building the platforms, tooling, and orchestration layers that power tomorrow’s intelligent applications.
    Portfolio companies: Atero AI, Cake AI, Camber

   

  • AI Compute & Frontier Infrastructure
    The Brains Behind the Bots. Powering intelligence with next-gen chips, semiconductors, and quantum compute platforms.
    Portfolio companies: Groq, Lambda Labs, Rigetti

   

  • Decentralized AI & Data Infrastructure
    AI Without Gatekeepers: Verifiable, Tokenized, Privacy-Preserving
    Portfolio companies: Sahara AI, PIN AI

• Applied AI in Enterprise & Workflows

  • Enterprise Specific AI Operating Systems
    Built for the Job. Domain-specific AI trained on proprietary workflows—offering accuracy, auditability, and real business outcomes.
    Portfolio companies: Altera, CompScience

   

  • AI Copilots for Every Profession
    From Productivity to Partnership. Fine-tuned AI copilots embedded in professional workflows—drafting, coaching, and decision-support that feels like magic.
    Portfolio companies: Haven, Toma

   

  • Always‑On AI Workforce
    Bots on the Clock. Always-on agents handling scheduling, invoicing, procurement, and more—delivering enterprise capability without the enterprise overhead.
    Portfolio companies: Lily AI

   

  • AI-Wrapped Service Firms
    Software in the Backroom. Client-facing experts paired with behind-the-scenes AI agents that research, draft, and scale high-touch services.
    Portfolio companies: Patlytics

   

  • Vertical & Enterprise AI
    Intelligence at Work. Automating workflows and decisions across industries—from legal to logistics—with domain-specific, AI-first software.
    Portfolio companies: Cimphony, Accordance, Billables

• Applications in Science, Health & Biology

  • AI × Biology and Healthcare
    Bio + AI: Intelligence Meets the Human Body
    Portfolio companies: Iambic, Menten AI

   

  • Biosecurity & Human Performance
    Biology Is the New Battleground. Protecting and enhancing American health, from biothreats to battlefield readiness.
    Portfolio companies: Acorn Genetics, Osmo

   

  • Longitudinal Health & Care Platforms
    Tech at the Bedside. Driving better outcomes through connected, continuous, and personalized digital health experiences.
    Portfolio companies: Salvo Health, ROOK, Lovu Health

   

  • AI Discovered R&D Platforms
    R&D on Fast-Forward. Platforms fusing data, models, and labs to accelerate discovery in biotech, materials, and climate science.
    Portfolio companies: Yoneda Labs

   

  • Frontier Science
    The Future of Healing. AI-powered drug discovery, omics-based diagnostics, and novel therapeutics redefining what it means to age, heal, and thrive. These category-defining biotech companies use data and computation to reshape the clinical curve.
    Portfolio companies: Precision Neuroscience, Cytovale

   

  • Full-Stack Care
    Reimagining How and Where Care Happens. Tech-enabled platforms delivering high-quality, longitudinal care across physical, virtual, and hybrid models. Designed for value-based care and built to scale across Medicare, Medicaid, and employer-sponsored plans.
    Portfolio companies: Pearl Health, Centivo, Sondermind

   

  • Data & Compliance Platforms
    Powering the Rails of Modern Healthcare. Tools that ensure interoperability, security, and compliance across the healthcare stack — from FHIR and HIPAA to FDA-aligned data systems. These companies embed deeply into payers, providers, and systems of record.
    Portfolio companies: Clarium Health, Canid, Centaur Labs

   

  • Operational Infrastructure
    Digitizing the Messy Middle. Software solutions modernizing the behind-the-scenes machinery of healthcare — from revenue cycle to credentialing, claims, and prior authorization. These startups reduce friction in workflows and automate what legacy systems can’t.
    Portfolio companies: Anomaly, Capital Rx, Parachute Health

   

  • Bioengineering & Human Augmentation
    Biology Is Becoming Software. Engineering the human body with tools for cognition, performance, and longevity.
    Portfolio companies: Pendulum, Unlearn, Precision Neuro

• AI-Enhanced Creation, Content & Interfaces

  • Frontier AI Models and Interfaces
    Next-Gen Models, Next-Gen Interfaces
    Portfolio companies: Inflection, Runway

   

  • Consumer AI & Everyday Creation
    The Next Interface Shift. Turning everyday users into creators through AI-native apps and assistants—personalized, intuitive, and fun.
    Portfolio companies: Final Round AI, AfterHour

   

  • Creator Infrastructure & Generative Design
    From Hobby to Enterprise. Empowering creators with tools to design, collaborate, and scale like businesses—across AI, media, and interactive content.
    Portfolio companies: Flora, Reactiv, Altera AI

   

  • AI-Generated Digital Worlds
    Pixels with Purpose. AI engines that create realistic 3D worlds, products, and content—powering simulation, storytelling, and commerce.
    Portfolio companies: OpusClip

   

• Robotics, Automation & Physical Intelligence

  • Applied AI for Physical Industries
    AI That Builds, Moves, and Repairs: Industrial Intelligence
    Portfolio companies: Chef Robotics, Ghost Robotics

   

  • Physical Automation & Smart Infrastructure
    Code Meets World. Bringing intelligence to labs, factories, and buildings—replacing manual tasks with software-driven precision.
    Portfolio companies: TriloBio, Lincode, Spintly

   

  • Physical AI & Robotic Systems
    From Code to Concrete. Enabling machines to move, build, and interact with the world — transforming industries from agriculture to surgery.
    Portfolio companies: Astrus AI, Lumafield

• Privacy, Security & Data Foundations

  • Synthetic Data
    Better Data, Safer Models: Hidden Pillars of Responsible AI
    Portfolio companies: Gretel.ai, Parallel Domain

   

  • Cybersecurity for the AI Era
    Securing the Brain: Cyber Resilience in an AI-First World
    Portfolio companies: Robust Intelligence, Hidden Layer

   

  • Decentralized Security
    Trust Through Code, Not Intermediaries
    Portfolio companies: TRM Labs, Babylon

   

• Strategic Tech, Defense & National Resilience

  • Advanced Industry & Industrial Autonomy
    Built Here, Built to Win. Revitalizing the U.S. industrial base with automation, resilience, and reshoring.
    Portfolio companies: Enfabrica, Foundation Alloy

   

  • Aerospace & Strategic Mobility
    Own the Skies, Control the Game. Building the next generation of high-speed, high-altitude transport.
    Portfolio companies: Astro Mechanica, Impulse Space

   

  • Intelligent Systems & AI Infrastructure
    Code Is the New Command. Enabling machines to sense, decide, and act with strategic autonomy.
    Portfolio companies: Picogrid, Edgescale AI

   

  • National Resilience & Public Systems
    America’s Backbone, Reinforced. Backing the systems that must never fail — from farmland to frontlines.
    Portfolio companies: Multitude Insights, Vultron, RapidSOS

   

  • Space Infrastructure & Orbital Systems
    The Final (Physical) Frontier. Building in-space platforms for manufacturing, defense, and commercial expansion.
    Portfolio companies: Axiom Space, Varda Space

   

  • Orbital Infrastructure & Space Ops
    The Final (Commercial) Frontier. Scaling space through reusable systems, in-orbit logistics, and mission-enabling tech.
    Portfolio companies: Spaceium, Lux Aeterna

• Energy, Climate & Infrastructure Innovation

  • AI for Climate and Energy
    Green Intelligence: Decarbonizing Through Data
    Portfolio companies: Twelve, Verdigris

   

  • Energy Independence & Infrastructure
    Power That Can’t Be Outsourced. Modernizing how America powers itself — reliably, cleanly, and securely.
    Portfolio companies: Radiant Nuclear, Pacific Fusion

   

  • Energy Innovation & New Power Systems
    It’s Energy, Stupid. Rewiring the grid with advanced batteries, novel architectures, and carbon-smart generation.
    Portfolio companies: Ascend Elements, Radiant Nuclear

   

  • Reinvention of Physical Infrastructure
    Laying New Pipes. Reinventing mobility, connectivity, and systems security for a smarter built environment.
    Portfolio companies: Ayar Labs, Glydways, Eclypsium

   

• Fintech & Decentralized Systems

  • Financial Systems & Embedded Fintech
    Money Without Borders. Rethinking finance for the digital era through smart infrastructure, global payments, and equitable access.
    Portfolio companies: Higlobe, Cache, Debbie

   

  • Next-Gen Financial Platforms
    Fintech Unbundled, Rebundled, and Reinvented
    Portfolio companies: Upstart, Alto IRA

   

  • Digital Asset Ecosystems
    Beyond Coins: The Next Financial Superlayer
    Portfolio companies: SoSoValue, Circle, Kraken

   

  • Blockchain Protocols & Scaling Solutions
    The Infrastructure Phase: Scaling for Billions
    Portfolio companies: Algorand, Mysten Labs

   

  • Decentralized Social & Identity Networks
    The Next Social Stack: Open, Portable, Owned
    Portfolio companies: Bluesky, Transcrypts

   

• Edge AI & Human-AI Interfaces

  • Micro AI on the Edge
    Ultra-lightweight AI models embedded in wearables, sensors, and everyday devices — enabling real-time insights without sending data to the cloud.
    Portfolio companies: Oura

   

  • AI Enhanced Human Brain
    Think to Type. Merging human cognition and computation with next-gen neural interfaces and precision multimodal wearables.
    Portfolio companies: Precision Neuroscience