"These are not three separate bets. They are three faces of the same thesis, the world is rebuilding its computational, energetic, and security foundations simultaneously."
We back founders building the durable infrastructure of this new era, not the applications layered on top of it.
AI is the first general-purpose technology in a generation with the capacity to reorder labor, software, and scientific discovery in parallel. We invest across two layers: frontier model labs and research-driven companies pushing the edge of reasoning, multimodality, and autonomous agents; and AI infrastructure, compute, inference, data, evaluation, and developer tooling. As model capability converges, the differentiated economics increasingly sit in the layer that makes intelligence usable, reliable, and cheap.
Compute requires energy. Energy requires secure supply chains and sovereign capability. National security increasingly depends on AI and energy independence. The defining companies of the next decade will be built where these vectors intersect.
We invest from seed through pre-IPO, exclusively alongside top-tier venture firms. Returns in venture are extraordinarily concentrated , a small set of leading firms generates the overwhelming majority of industry returns. Rather than compete with that dynamic, we align with it.
Nothing in this thesis constitutes investment advice or an offer to sell securities. For accredited investors only. See our Risk Disclosure for details.
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