We lead or co-lead investments in seed-stage companies across most vertical markets.

AI-driven systems, referred to as agentic workflows, are driving efficiency, cost reduction, and productivity across industries. These are catalysts for streamlining the execution of goal-oriented tasks within a defined environment through the application of language models and the mixture-of-experts (MoE) framework.

AI applications will be especially impactful for verticals with historically high labor costs like finance, healthcare, legal, and many more. We believe tailored solutions for these industries will dramatically disrupt workflows and introduce efficiencies. In addition, verticals such as manufacturing, agriculture, etc. will be transformed by the application of special purpose AI-enabled solutions and advancements in robotics.

Commerce is being redefined by rapid and dramatic changes in consumer behavior. We believe that businesses will need to evolve to reach consumers in new ways using sophisticated AI algorithms, multimodal channels, gamified offerings, and frictionless buying workflows.

Innovations on computing and simulation technologies have massive implications for synthetic biology. We believe we are at the cusp of large breakthroughs in new drug development, materials, and food production.

Innovations in hardware, computing and sensor technology are driving a wave of value creation that is transforming the space and defense sectors. There will be new software applications that emerge as these previously SciFi technologies proliferate in the physical world.