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.

Anvil Robotics – Composable platform for building Physical AI

Origami Robotics – Infrastructure that solves general manipulation in robotics

OhmNow - AI-powered field service automation for hardware, and infrastructure

Hive Autonomy – Autonomy through AI and real-time sensor fusion

AlterEgo – Near-telepathic wearable to silently converse with AI

Auriga Space – Efficient, responsive, and clean space launches

Fastino - Building the next generation of LLMs

Positron – Specialized hardware for energy efficient AI inference

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

Besxar – Semiconductor manufacturing in space

Deus Robotics –End-to-end robotic automation for warehouses

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

SirenOpt – Manufacturing intelligence

Raise Robotics – Robots that build the world’s physical infrastructure

Derapi – Data infrastructure for distributed energy

Urban Sky – Autonomous stratospheric balloons with interchangeable payloads

Camect – AI-powered security camera intelligence

Butlr – AI data platform for anonymous people sensing

Foundation EGI - Engineering General Intelligence

Strella - Biosensing platform using AI-driven sensors

Librestream - Limitless knowledge for industrial frontline workers

Selected Co-Investors

Khosla Ventures · Sequoia Capital · General Catalyst · NEA · Insight Partners · Google Ventures · Social Capital · Valor Equity Partners · In-Q-Tel · Blackbird Ventures · Samsung Next · M12 · Lerer Hippeau · Lowercarbon · Atreides Management · Greycroft · Root Ventures · Eniac Ventures · Lemnos · Ubiquity Ventures · Third Sphere · Catapult Ventures · Congruent Ventures · Seraphim Space · Space Capital · SE Ventures · Honeywell Ventures · Hitachi Ventures · Emerald Technology Ventures · GS Futures · General Motors · Jaguar Land Rover · Hilti Construction · Berkeley SkyDeck · Cendana Capital · Collide Capital · E14 · Earthshot Ventures · MaC VC · Translink · Union Labs · Voyager · Wireframe · Zacua Ventures