01
The layer, not the app.
Every company sits at a foundational level for others to build upon.
We believe in backing founders who are essential to building an AI-native civilization
Our investments
25+ companies,
a common thread.
02
Categories of the future
AI inference chips. Universal robot intelligence. Essential infrastructure for AI agents. We invest in the categories of the future.
03
Civilizational impact
Each investment has a plausible path to restructuring something fundamental in the AI civilization being built.