Venture interests
What could
come next.
Eight fields we follow closely. For each one we look for a real need, access to the people doing the work, and a small experiment that tells us whether to carry on.

Machines & intelligence
Physical AI
Robotics, sensing and software that can act in the physical world.

Information & decisions
Applied AI
Focused tools that help people work with complex information.

Hardware & software
Local computing
Software that runs on a workstation, at a site or inside a device.

A longer view
Quantum computing
Following the hardware, software and possible applications of a different way to compute.

Physical infrastructure
Energy & resources
Understanding energy use and making better use of physical resources.

Money & operations
Finance & payments
Payment experiences, stablecoin infrastructure and the work around moving money.

Connected places
Sensing & infrastructure
Connecting observations in the field to useful decisions on the ground.

Location & experience
Spatial tools & places
Maps, location data and tools for understanding physical places.