Six sectors. One thesis.
Artificial Intelligence
Foundation models, alignment systems, and the data infrastructure enabling next-generation cognition.
- Trillion-parameter training
- Multimodal reasoning
- Autonomous agents
- On-device inference
Picks-and-shovels infrastructure for the AI substrate — training fabrics, evaluation, deployment.
Robotics
General-purpose manipulation and mobility for industrial environments where labor is structurally scarce.
- Foundation models for control
- Dexterous manipulation
- Industrial reshoring
- Fleet learning
Operating systems for physical work — perception, planning, and coordination across heterogeneous robot fleets.
Infrastructure
The compute, energy, and data layers required to operate AI at planetary scale.
- Power-constrained data centers
- Custom silicon
- Liquid cooling
- Grid-aware compute
Software and systems that abstract, optimize, and orchestrate the substrate of modern computation.
Cybersecurity
Sovereign defense and autonomous response systems as the threat surface expands with every connected system.
- Autonomous detection
- Zero-trust architecture
- Quantum-safe crypto
- AI-on-AI threats
Defense systems built for an era of adversarial AI and persistent state-actor pressure.
Aerospace
Space access, geospatial intelligence, and autonomous airborne systems are converging into a dual-use category.
- LEO constellations
- Reusable launch
- Geospatial AI
- Autonomous airframes
Persistent infrastructure above the atmosphere — communications, observation, and propulsion.
Enterprise Software
Vertical agentic platforms replacing decades of fragmented workflow tooling across regulated industries.
- Agentic workflows
- Vertical AI
- Governance & audit
- Embedded AI ops
Software that operates the business — not just records it. Deep integration over thin SaaS overlays.