Intelligent Software

Intelligent Software

Intelligent Software

Intelligent Software

Advances in data processing, cloud infrastructure, and artificial intelligence allow for a fundamentally new class of vertical software products to be built which bake “intelligence” into all layers of the workflow.

Applying reinforcement learning to fundamentally rethink how fresh food inventory is procured and managed

Using advances in search, data processing, and large language models to rethink financial research

Utilizing WebGPU and Diffusion Models to 100x the iteration loop of graphics designers

Utilizing large language models to rethink how drugs are approved

Areas we’re excited about

Computationally aided design tools

Rethinking the workflow of all knowledge workers designing complex systems (e.g. architects, hardware engineers, video editors, software engineers, accountants).

Data-driven security

Cybersecurity tools leveraging novel sources of data and/or methods of processing data to reduce noise and improve signal.

Next generation data management & search

So much has changed in our ability to capture, collect, structure, and understand information at scale. We believe there are substantial opportunities for vertical applications of these ideas in different markets (e.g. business intelligence and observability).

Vertical agents

Building LLM-enabled agentic systems to automate highly specialized workflows or tasks.

Rebuilding legacy tools and services with AI

Many categories that decades-old incumbent software and consulting services have traditionally dominated can now be completely rethought thanks to AI (e.g. systems integrators, outsourced 3D artists, subsets of legal and compliance work.

Advanced simulation

Tools leveraging breakthroughs in computation to allow for higher fidelity simulation and analysis of complex 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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