Selected Investments

I invest in technologies at the boundary between software and the physical world – particularly where progress is constrained by physics, systems, and deployment, not just code.

Below are selected investments that reflect my focus on embodied intelligence, automation, and industrial systems. These companies tend to be hard to build, slow to start, and deeply shaped by real-world constraints – which is exactly what makes them defensible.

This is not a complete list, but a representative snapshot of how I think and where I spend time.

Embodied Intelligence & Automation

Learning systems operating in the real world

These companies embed intelligence directly into machines and workflows that touch logistics, manufacturing, construction, and field operations – environments where perception, decision-making, and action must happen under uncertainty.

• Raise Robotics – Mobile robotics for construction and real-world infrastructure environments
• 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

These are not demo-driven robotics companies. They are systems designed to learn through deployment and compound value in messy, real environments.

Industrial & Physical Systems Infrastructure

Software-defined industry and deployment-constrained systems

These companies build the underlying tools, materials, sensing, and infrastructure that make intelligent physical systems viable at scale. They tend to look unglamorous early – and become deeply embedded over time.

• SirenOpt – AI-accelerated materials manufacturing for industrial applications
• Auriga Space – Electromagnetic launch systems for space and defense applications
• 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

These businesses win by solving integration, reliability, and scaling challenges – not by shipping features quickly.

Perspective

Across both categories, a consistent pattern emerges:

• Intelligence is embedded directly into physical systems
• Learning happens through real-world operation
• Deployment is the hardest and most valuable problem
• Constraints create durable advantages

I am drawn to companies operating at the edge of what is possible – frontier engineering with commercial intent. Not science projects, but systems that work in the real world and get better because they are used.

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