PORTFOLIO

Selected Investments

Technologies where intelligence meets the physical world — applied and physical AI in practice.

This is a representative snapshot — not a complete list — of how I think and where I spend time. These companies are hard to build, shaped by real-world constraints, and designed to get better through deployment.

Raise Robotics – Mobile robotics for construction and infrastructure

Deus Robotics – Intelligent warehouse automation and material handling

HYPR – Urban logistics robots powered by end-to-end neural networks

Butlr – Privacy-preserving people sensing using thermal vision and AI

Hive Autonomy – Real-time sensor fusion and autonomy for industrial systems

Librestream – Knowledge and collaboration tools for industrial field workers

AlterEgo – Wearable human-machine interfaces enabling silent interaction with AI

SirenOpt – AI-accelerated materials manufacturing for industrial applications

Auriga Space – Electromagnetic launch systems for space and defense

Urban Sky – Autonomous stratospheric balloon systems for sensing and data collection

Besxar – Autonomous semiconductor manufacturing in orbit

Mitra Chem – New battery materials for next-generation energy storage

Positron – Hardware designed for energy-efficient AI inference

WattBuy – AI-driven energy decision tools grounded in real consumption data

Derapi – Unified infrastructure APIs for distributed energy systems

Selected Co-Investors

Khosla Ventures · NEA · Insight Partners · Sequoia Capital · General Catalyst · Google Ventures · Social Capital · Tiger Global Management · In-Q-Tel · Valor Equity Partners · Lerer Hippeau · Hitachi · Lowercarbon Capital · Congruent Ventures · Third Sphere · Wireframe · UC Berkeley Skydeck