01
Hardware-integrated AI
AI wrapped around physical hardware with its own moat. Medical devices, lab automation, manufacturing robots, edge inference chips. Hardware can't be copied overnight — neither can the AI on top of it.
We back founders building tomorrow's hardware. robotics. healthcare. biotech. AI workflows. future of work.
A small fund
for curious founders. Get in touch →
for curious founders. Get in touch →
Hardware · Robotics · Physical AI · Biotech & Drug Discovery · Future of Work · Frontier Compute · Defense Tech · Hardware · Robotics · Physical AI · Biotech & Drug Discovery · Future of Work · Frontier Compute · Defense Tech ·
§ Form
Curiosity,
made physical.
A Menger sponge — recursive geometry, infinite surface, finite volume. Mathematics that behaves like the companies we back.
§01 — Thesis
The next century will be built, not posted.
We invest at the earliest stages in companies where AI compounds on top of hard-to-replicate foundations — physical systems, regulated data, owned workflows.
02
Proprietary regulated data
Healthcare, finance, regulated verticals where high-quality data access is itself a barrier. FHIR-standard health records, peptide synthesis data, clinical outcomes. You can't scrape this. Regulatory relationships create structural advantage.
03
Vertical workflow ownership
Companies owning a specific clinical, financial, or operational workflow end to end. Becoming the system of record, not a tool plugging into one.
§02 — Contact