Alongside our portfolio, we maintain a watchlist of AI startups demonstrating strong potential, pilot readiness, and alignment with our thesis. These companies may represent future investment opportunities as they progress through validation and market expansion. Our watchlist reflects ongoing research, ecosystem…
Why AI Infrastructure Is the Foundation of Every AI Success Story
The AI revolution isn’t just about flashy applications or viral chatbots—it’s built on a foundation of robust infrastructure that most people never see. As investors focused on AI-first companies, we’ve observed that the most successful AI startups share a common trait:…
Why Vertical AI Will Define the Next Wave of Enterprise Value
The most compelling AI opportunities today aren’t necessarily the horizontal platforms trying to serve everyone—they’re the specialized solutions built for specific industries by teams who deeply understand those domains. This is the promise of vertical AI: combining artificial intelligence with industry…