There will be AI beyond LLMs. We love founders pushing the edges of AI, whether it’s redefining the post-LLM era or building full-stack AI companies with deep moats, we back companies creating lasting technical edge where others just fine-tune.
We want to back breakthroughs that enable the next frontier of compute — faster chips, new materials, and post-silicon revolutions. From novel foundry technologies to photonics, we back bold teams rethinking what’s possible as we approach the end of Moore’s law to technologies that power new computing paradigms.
We are in dire need of builders automating the physical world, where AI meets robotics, precision manufacturing systems, and industrial grit. In a world short on time and talent, we need to produce more with less. We invest along the whole value chain from design tools for faster prototyping to complete software-defined lights-out factories.
There is an opportunity for a generation of companies reclaiming control of critical infrastructure — energy, logistics, connectivity, and beyond. These founders rebuild these industries with a digitally native tech stack - cloud, AI, and next-gen systems - while restoring resilience where it matters most.
