HARD PROBLEMS.
HARD TECH.
The last two decades of venture capital were defined by software eating the world. We believe the next two decades will be defined by software stepping off the screen and into physical reality.
We don't invest in incremental SaaS or consumer social apps. We fund founders who are reshaping atoms using bits. We are looking for generational shifts in compute, energy, space, and biology.
Core Focus Areas
We take highly concentrated, conviction-driven bets in four fundamental verticals.
Artificial Intelligence
Foundation models are just the beginning. The true value will be captured by specialized intelligence systems that integrate directly into real-world workflows—manufacturing floors, biology labs, and orbital systems. We look for proprietary data engines creating undeniable moats.
Aerospace & Defense
The cost to low Earth orbit has plummeted, opening up a trillion-dollar economy in space. Concurrently, global geopolitical shifts necessitate next-generation defense systems. We invest in autonomous systems, hypersonic travel, and orbital infrastructure.
Climate & Energy
Humanity's energy needs are scaling exponentially, driven by AI compute. We cannot solve this with software alone. We fund breakthroughs in nuclear fission and fusion, next-gen geothermal, high-density energy storage, and industrial decarbonization.
Synthetic Biology
Biology is the most advanced manufacturing technology on Earth. By reading and writing DNA, we can program cells like we program computers. We seek founders building platforms for targeted therapeutics, biomaterials, and cellular agriculture.