The .com era created generational companies. The AI era will too. We build and back the ones doing it responsibly.
Every 10-15 years, a new computing platform emerges that fundamentally changes how we build, deploy, and interact with software. We're at the beginning of the AI platform shift.
The companies that win during platform shifts aren't always the first movers. They're the ones that understand the underlying infrastructure needs and build accordingly. We focus on those foundational layers.
Diversified exposure. Long-term thesis. Measured execution.
We partner with founders and engineers building durable AI-native companies across infrastructure, privacy, and applied systems. Our focus is on the execution layer—the tools, platforms, and systems that make AI practical, reliable, and safe for widespread adoption.
The AI era requires new infrastructure. Traditional cloud computing platforms weren't designed for the computational patterns, data flows, and governance requirements of AI workloads. We invest in companies building that missing layer.
Our portfolio strategy balances direct company building with strategic investments. We operate as both a venture studio and a focused fund, allowing us to be deeply involved in the companies we back while maintaining exposure across the broader AI infrastructure landscape.
We incubate and build companies from the ground up, focusing on fundamental infrastructure needs in the AI ecosystem.
We invest in exceptional teams building AI-native solutions that align with our thesis on durable infrastructure.
We connect portfolio companies, facilitate partnerships, and create synergies across the broader AI infrastructure ecosystem.
We're building for the next decade of AI infrastructure. If you're founding a company in this space or looking to partner with us as an LP, we'd like to hear from you.
Request Investor BriefWe stand on the work of thousands of engineers who built the modern web. We build responsibly on top of it.