Since 2022, we’ve made a structural bet on four pillars: Compute Infrastructure, AI Applications, Digital Health & Longevity, and Dual-Use Technologies.
Compute Infrastructure (quantum, chips, data centers) powers everything in the time of endless demand for compute.
AI Applications are reshaping major industries and how we conduct our work.
Digital Health & Longevity will bring us to a much higher quality of life.
Dual-Use Technologies are a necessity in an unpredictable and less stable world.
It sounds like diversification. It’s actually the opposite.
These four pillars describe the same shift: the world is undergoing one of the most consequential technological transformations in history and at the same time, reorganizing its technology stack along geopolitical and resource lines.
Our portfolio companies’ momentum validates our thesis. We’re looking forward to seeing their growth and continuing to invest along these lines.