Next-Gen
Computing
The infrastructure that makes AI possible. Custom inference chips. Intelligent model routing. Neuromorphic computing. On-device AI.
We built for 2 billion users
San Francisco venture capitalfor applied AI
The experienceis the moat
ChatGPT didn't win because of GPT-4. It won because of a text box. WhatsApp didn't win because of better encryption. It won because it was simple and fast.
We invest through two lenses:
Next-Gen
User Experience
The experience that makes AI matter. The interface, the moment a user can't go back.
Next-Gen
Computing
The infrastructure that makes AI possible. Custom inference chips. Intelligent model routing. Neuromorphic computing. On-device AI.
The moat is wherecomputingmeetsexperience
Ourportfolio
130x+ · $3.6B
exit to Autodesk
$20B exit to Nvidia
$0 → $500M
ARR in 2 years
Bet on the team since 2023
35+
Companies funded
AI ‘Make me an ad’
The team that built itis now the teamthat backs it
Former Chief Innovation Officer at IBM; started its Applied AI business. Architected enterprise AI systems for Fortune 50 companies.
We're the only fund builton both sidesof that gap
Signal AI
Our AI finds your AI
1,000+ data points daily — founder moves, technical breakthroughs, competitive shifts. We run on what we invest in.
100 leaders.
Invitation-only. Hawaii
Where “chat is a dead end” gets said for the first time. No pitches. Speakers from Google DeepMind, Microsoft AI, Anthropic, OpenAI, Character AI.
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