Together, humans and machines are pushing
the boundaries
“This new paradigm for human-machine interaction and how we direct its evolution will enable profound innovations that change the way we work, live, and take care of our world.
Mark Trevitt
Founding Partner
Together, humans and machines are pushing
the boundaries
“This new paradigm for human-machine interaction and how we direct its evolution will enable profound innovations that change the way we work, live, and take care of our world.
Mark Trevitt
Founding Partner
Together, humans and machines are pushing
the boundaries
“This new paradigm for human-machine interaction and how we direct its evolution will enable profound innovations that change the way we work, live, and take care of our world.
Mark Trevitt
Founding Partner
Thesis Areas
TheAIFrontierisexpanding whathumanitycanbuild.Wepartnerwithfounderspushing thatfrontierforward.
Agent Economy
Autonomous agents are becoming a new operating layer for business. AI is evolving from software tools to autonomous systems. We invest in platforms that enable agents to coordinate workflows, execute tasks, and deliver outcomes reliably at scale.
01 Vertical Agents
02 Agentic Commerce
03 Multi-Agent Systems
04 Multimodal AI
05 Systems of Action
Agent Economy
Autonomous agents are becoming a new operating layer for business. AI is evolving from software tools to autonomous systems. We invest in platforms that enable agents to coordinate workflows, execute tasks, and deliver outcomes reliably at scale.
01 Vertical Agents
02 Agentic Commerce
03 Multi-Agent Systems
04 Multimodal AI
05 Systems of Action
Agent Economy
Autonomous agents are becoming a new operating layer for business. AI is evolving from software tools to autonomous systems. We invest in platforms that enable agents to coordinate workflows, execute tasks, and deliver outcomes reliably at scale.
01 Vertical Agents
02 Agentic Commerce
03 Multi-Agent Systems
04 Multimodal AI
05 Systems of Action
Scalable infrastructure
AI adoption must be enabled by scalable infrastructure spanning compute, data, cybersecurity, trust, and compliance. From hardware to developer tools, the stack for intelligent applications is being rebuilt as agents acting across systems and data sources demand new approaches to identity, permissions, and storage.
01 Agent Infrastructure
02 Developer Tools
03 Data Infrastructure
04 Cybersecurity
05 Trust & Compliance
06 Decentralized AI
Scalable infrastructure
AI adoption must be enabled by scalable infrastructure spanning compute, data, cybersecurity, trust, and compliance. From hardware to developer tools, the stack for intelligent applications is being rebuilt as agents acting across systems and data sources demand new approaches to identity, permissions, and storage.
01 AI Infrastructure
02 Developer Tools
03 Data Infrastructure
04 Cybersecurity
05 Trust & Compliance
06 Decentralized AI
Scalable infrastructure
AI adoption must be enabled by scalable infrastructure spanning compute, data, cybersecurity, trust, and compliance. From hardware to developer tools, the stack for intelligent applications is being rebuilt as agents acting across systems and data sources demand new approaches to identity, permissions, and storage.
01 Agent Infrastructure
02 Developer Tools
03 Data Infrastructure
04 Cybersecurity
05 Trust & Compliance
06 Decentralized AI
Next-gen Compute
Compute progress sets the pace of AI progress. We focus on companies advancing the hardware and systems stack — enabling faster training, lower inference costs, and new performance thresholds across applications.
01 New Computing Paradigms
02 Data Centre Infrastructure
03 Semiconductors
04 Quantum
05 Memory
06 Edge AI
Next-gen Compute
Compute progress sets the pace of AI progress. We focus on companies advancing the hardware and systems stack — enabling faster training, lower inference costs, and new performance thresholds across applications.
01 New Computing Paradigms
02 Data Centre Infrastructure
03 Semiconductors
04 Quantum
05 Memory
06 Edge AI
Next-gen Compute
Compute progress sets the pace of AI progress. We focus on companies advancing the hardware and systems stack — enabling faster training, lower inference costs, and new performance thresholds across applications.
01 New Computing Paradigms
02 Data Centre Infrastructure
03 Semiconductors
04 Quantum
05 Memory
06 Edge AI
Engineered Science
Scientific discovery is becoming programmable. We support platforms that systematise research pipelines and accelerate experimentation across biotech, materials, chemistry, and industrial R&D — shortening the path from insight to impact.
01 Lab Automation & Tools
02 Materials Discovery
03 Physics Models
04 Computational Biology
05 AI for Science
06 Engineering Design
Engineered Science
Scientific discovery is becoming programmable. We support platforms that systematise research pipelines and accelerate experimentation across biotech, materials, chemistry, and industrial R&D — shortening the path from insight to impact.
01 Lab Automation & Tools
02 Materials Discovery
03 Physics Models
04 Computational Biology
05 AI for Science
06 Engineering Design
Engineered Science
Scientific discovery is becoming programmable. We support platforms that systematise research pipelines and accelerate experimentation across biotech, materials, chemistry, and industrial R&D — shortening the path from insight to impact.
01 Lab Automation & Tools
02 Materials Discovery
03 Physics Models
04 Computational Biology
05 AI for Science
06 Engineering Design
Physical AI
The next wave of AI will be deployed in the real world. We invest in technologies that connect intelligence to physical systems — improving perception, control, and safety for robotics, autonomy, and dynamic environments.
01 Robotics
02 Physics Action Models
03 Perception Systems
04 Drones
05 Human Machine Interfaces
06 Computer Vision
Physical AI
The next wave of AI will be deployed in the real world. We invest in technologies that connect intelligence to physical systems — improving perception, control, and safety for robotics, autonomy, and dynamic environments.
01 Robotics
02 Physics Action Models
03 Perception Systems
04 Drones
05 Human Machine Interfaces
06 Computer Vision
Physical AI
The next wave of AI will be deployed in the real world. We invest in technologies that connect intelligence to physical systems — improving perception, control, and safety for robotics, autonomy, and dynamic environments.
01 Robotics
02 Physics Action Models
03 Perception Systems
04 Drones
05 Human Machine Interfaces
06 Computer Vision
New Frontiers
We explore early opportunities where enabling technologies are shaping new markets — and where value will accrue before consensus fully forms.
01 Defense
02 Space
03 Critical Minerals
04 Energy
05 Resilience
New Frontiers
We explore early opportunities where enabling technologies are shaping new markets — and where value will accrue before consensus fully forms.
01 Defense
02 Space
03 Critical Minerals
04 Energy
05 Resilience
New Frontiers
We explore early opportunities where enabling technologies are shaping new markets — and where value will accrue before consensus fully forms.
01 Defense
02 Space
03 Critical Minerals
04 Energy
05 Resilience
Let’s map
the unknown together
For founders
Tell us what you’re building.
We're the first believers in ideas that reshape systems
Let’s map
the unknown together
For founders
Tell us what you’re building.
We're the first believers in ideas that reshape systems
Let’s map
the unknown together
For founders
Tell us what you’re building.
We're the first believers in ideas that reshape systems
Let’s map
the unknown together
For founders
Tell us what you’re building.
We're the first believers in ideas that reshape systems