Computing Infrastructure

Computing Infrastructure

Intelligent Software

Intelligent Software

Infrastructure advances lay the foundation for the majority of the incredible products and services that exist in the world today. Most modern applications are only possible thanks to the extensive advances that have occurred in areas such as databases, distributed systems, cloud infrastructure, semiconductors, and similar. 

We are interested in investing in these fundamental building blocks which enable the next generation of application layer software to be built.

The leading cloud API gateway for microservices oriented development

Serverless Python and SQL compute engine for data lakehouses

Building the first at-scale quantum computer

Open source build framework for fast, reproducible builds

Areas we’re excited about

Cloud-native software infrastructure

We believe that all categories of software infrastructure will be fundamentally rebuilt for the cloud, similar to what Snowflake did to Redshift. Key traits of such tools will be serverless developer experiences, separation of storage, compute, and metadata, utilizing cloud object stores and cloud data warehouses as backends, and business models aligned with the cloud vendors.

Databases and data systems

Data and AI are becoming core components of all software applications. This drives the need for continued innovation in the data infrastructure layer

Developer tools that solve the next frontier of scale and complexity

The complexity of software systems continues to increase massively — we are interested in tools that help make it easier to understand and manage these increasing levels of scale

Distributed systems

All applications are becoming highly stateful, and storage and compute are increasingly spread across client, edge, and cloud. Furthermore, the size of many workloads continues to grow at a rate exceeding Moore’s Law — we believe that these trends necessitate a new breed of tools that simplify the development of highly distributed systems

Hardware acceleration

Advances in fundamental computing hardware, as well as the interplay between software and hardware and the tools that let engineers take advantage of modern hardware

AI infrastructure

Companies pushing the frontier of AI models as well as the associated infrastructure for building and running AI systems

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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