Investment Thesis
We're in the earliest innings of the AI transformation. The companies being built today will define the next decade of technology. Here's where we believe the biggest opportunities lie.
AI is not just another platform shift—it's a fundamental reimagining of how software is built, deployed, and experienced. We believe the most valuable companies will be those that deeply understand both the technical capabilities and limitations of AI, while solving real problems for real users.
We invest in founders who combine technical excellence with product vision, who move fast but think long-term, and who are building businesses that can become category leaders.
The foundation model layer continues to evolve rapidly. We invest in teams pushing the boundaries of what's possible—whether through novel architectures, training methodologies, multimodal capabilities, or specialized models for specific domains.
What we look for:
Enterprises are rapidly adopting AI, but they need solutions built for their specific workflows, security requirements, and scale. We back companies building AI-native tools that transform how businesses operate.
What we look for:
Every AI company needs infrastructure—for training, deployment, monitoring, and optimization. We invest in the picks and shovels that enable the AI ecosystem to scale.
What we look for:
AI is enabling entirely new consumer experiences and democratizing capabilities that were once reserved for experts. We back companies reimagining consumer categories with AI at the core.
What we look for:
Being focused means saying no to great companies that don't fit our thesis
AI consulting or professional services without scalable product revenue.
Companies where AI is just a feature, not the core value proposition.
Series B+ rounds where we can't add meaningful strategic value.
If you're building an AI company that aligns with our thesis, we'd love to hear from you.
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