An AI-First venture capital firm since Day 1 in 2016

We invest in full-stack AI, from next-gen compute chips, AI & Space infrastructure, physical AI foundation models and robotics, to Agentic AI solutions across industries. Our investment team originated from Stanford. We outcompete in early stage venture with our capacity for deep dive research and learning with lightning speed, besides direct access to top talents and deal flows from frontier research institutes. We are a deep domain winner. We invest early and win deep!
Ahead of the learning curve. Ask the hard questions. Transform insight into intuition
See the signal through noise. Courage to go against the tide. See the impossible future
Top talent access. Long-term capital partners. Strategic enterprise network
Powering the next wave of AI innovation, our GenAI Infra portfolio focuses on foundational compute infrastructure, including AI chips, quantum computing, and autonomous robotics. These technologies lower the cost of AI compute, enhance efficiency, and fundamentally overcome the bottlenecks limiting GenAI scalability.
Transforming industries with AI-driven intelligence, our Deep Domains portfolio leverages cross-modality data to unlock unprecedented value in fintech, healthcare, and enterprise solutions. These companies are redefining traditional sectors with cutting-edge GenAI applications, accelerating innovation and efficiency.
Revolutionizing real-world applications, our GenAI Agent portfolio brings AI into everyday life, enhancing experiences in healthcare, finance, entertainment, and commerce. These AI-driven solutions serve individuals and businesses alike, making interactions smarter, more personalized, and more impactful.
Deep-rooted in Silicon Valley, we are a purpose-driven team of technology enthusiasts, investing in founders defining the future and breaking barriers. We focus on substantial value creation in AI transformation and building digital infrastructure across industries.