Each list represents one investment thesis, autonomously sourced and continuously monitored by our agents.
AI-native product management tools that help teams decide what to build, not just how to build it.
Service businesses using AI to deliver finished work product at premium prices with software-like margins.
Financial services bridging DeFi and TradFi using stablecoins as compliant crypto-native infrastructure.
AI tools for government agencies to process forms and applications, making government more responsive.
Software-defined American metal mills using AI planning, automation, and smart energy management.
Next-gen hedge funds built from the ground up on AI, using agents to analyze markets and make trades.
Foundation models for spatial reasoning—LLMs for geometry and physical structure.
Software to accelerate False Claims Act investigations and whistleblower cases.
Developer tools that make LLM training dramatically easier.
Real-time AI guidance for physical workers via camera/glasses, coaching them through tasks.
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