01 Point of view
For twenty years the most valuable private companies were mostly software. The next generation also runs reactors, radars, rockets and data centers, and the agents now working inside them.
Software is now an industrial input, and industrial capacity is a strategic question again. We invest where the two meet.
02 What we back
What we back: three theses
- 01PowerAI infrastructure. Energy, compute, launch and logistics. The infrastructure intelligence runs on.SpaceX · Radiant · Exowatt · Redwood Materials · CoreWeave · Groq · Positron AI · xAI · Databricks · Vercel · Zipline
- 02DefendDefense technology. Autonomous systems, sensors and weapons, built in quantity.Anduril · Shield AI · Epirus · Allen Control Systems · CHAOS Industries · Palantir Technologies
- 03SecureCybersecurity. People, machines and now agents. Knowing who each one is, and what it may do.Cyera · Oasis Security · Abnormal AI · Proofpoint
03 Notes
We write before we wire.
04 People
Founders get people who have done the job.
Our partners have carried the number, shipped the product and run the functions that turn technology into companies, at Proofpoint, CrowdStrike, Okta, Auth0, Cellebrite, Carta and Cisco.
Kabe Roashan
Founder and General Partner · New York
Shiven Ramji
Venture Partner
Christiane De Carvalho
Investor Relations
Karl Feng
Venture Partner