Climate

Climate

Intelligent Software

Intelligent Software

Climate change is the defining crisis of this century. Our collective ability to decarbonize the global economy and rapidly adapt to a warming world will be one of the deciding factors in building a prosperous future. The move to net-zero will require a seismic shift in how decades-old industries work, from the energy transition to clean power to how we manufacture and transport goods. We expect this enormous challenge and opportunity will generate many generational companies. We look to support founders taking advantage of trends in compute, data, and advanced engineering methods to:

Enabling precision mining and better resource maps by characterizing ore in real-time using hyperspectral imaging and AI

The modern energy exchange for the distributed, intermittent future of the grid

Using advanced AI to create incredibly efficient perovskite-silicon tandem solar cells

Developing small fleets of AI-powered drones that can perform self-guided missions to assess wildfires and assist first responders

Areas we’re excited about

Planning and optimization software

Software tools to ingest data, set net-zero targets, optimize capital deployment, and monitor performance across EV charging, buildings, energy developers, energy procurement, carbon accounting 2.0, and more.

Government and AI

Platforms for companies to tap into non-dilutive funding (discovery, application, and compliance).

Automation and installation tooling to accelerate the energy transition

Robotics to close the labor gap by installing renewable energy (residential and commercial) and better software for technicians and installers across solar, HVAC, charging, etc.

Expanding electrical load and easing grid backlog

Enabling access to clean energy and grid connectivity while improving how we manage power across energy-intensive processes (e.g. data centers, industrials, etc.).

Foundation models for the sciences and physical world

Advanced machine learning, neural operators, and AI for chemistry, physics, materials, and weather systems modeling.

Insights

Building modern financial infrastructure for the changing energy sector: Our investment in ElectronX

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Plugging in AI, part 2: The solutions — better planning & pre-construction, sophisticated orchestration, and scaling behind-the-meter generation

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Plugging in AI, Part 1: Escalating demand on the grid to power the computing revolution

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Embracing uncertainty: original mistakes with Benny Buller

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Simple, fast, repeatable builds

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As investors, we couldn’t get enough of Datorama…

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Non-destructive editing in design tools

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Building AI-powered software engineering tools: Essential commercial considerations for founders

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A new era of marketing: How AI impacts strategies and creativity

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A leap in genomic medicine: why we invested in Exsilio Therapeutics

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Our investment in Weave Bio: Using AI to alleviate regulatory friction in drug development

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Medicine reimagined: Philip Jeng, Co-Founder and COO, Think Bioscience

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Building for the real world

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The art of automation: original mistakes with robotics innovator Jorge Heraud

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Lessons learned the hard way: Robotics

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