Investment focus

We invest where advances in computation, engineering, and science can become durable products and infrastructure.

Artificial intelligence

Software and infrastructure that make intelligence dependable in production.

Areas of interest

  • Vertical AI applications.
  • Model infrastructure and tooling.
  • Systems with proprietary data or workflow advantages.

What we examine

Customer value, reliability, distribution, evaluation, and the source of durable differentiation.

Robotics

Machines that make physical work safer, more precise, and more productive.

Areas of interest

  • Industrial and field robotics.
  • Autonomous systems.
  • Enabling hardware and software.

What we examine

The first valuable task, real-world reliability, service requirements, and deployment economics.

Space

Infrastructure and services for a growing orbital economy.

Areas of interest

  • Spacecraft and enabling systems.
  • Data and communications infrastructure.
  • Orbital operations and logistics.

What we examine

Funded demand, technical milestones, program risk, and defensible operating knowledge.

Life sciences

Technology that improves how biology is measured, understood, and engineered.

Areas of interest

  • Computational biology.
  • Research and laboratory automation.
  • Platforms with a defined first product.

What we examine

Scientific evidence, learning velocity, regulatory constraints, and the path to a commercial product.

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