Physical Economy

Physical Economy

Intelligent Software

Intelligent Software

The physical economy represents the vast majority of global GDP and is often underserved by technology. These foundational industries — construction, manufacturing, building and real estate, supply chain, food and ag, and infrastructure — are enormous in terms of labor and capital and their foundational ability to impact humanity's well-being. The intersection of emerging technology and traditional industry has been our focus since day one.

Building carbon-negative homes six times faster than standard construction, using advanced manufacturing and vertically integrated operations

Field-first AI construction technology that provides access to detailed project data and goals to boost productivity

Using advanced sensing and machine learning to create the world's first robotic blacksmith, beginning with faster, cheaper sheet metal forming

Creating the most robust and accurate model of cities, using cutting-edge data science, to facilitate optimal transit and real estate decision-making

Areas we’re excited about

Vertical market software for industry

Better software and workflows across procurement, parts selection, ERP, billing, permitting, and project management; custom-built for physical industries.

Computationally aided design tools

Rethinking the workflow of all knowledge workers designing complex systems (e.g. architects, hardware engineers, aerospace and defense, automotive, etc.).

Advanced simulation

Tools leveraging breakthroughs in computation to allow for higher fidelity simulation and analysis of complex systems such as fluid dynamics, heat transfer, autonomy and more.

Advanced automation

Both horizontal (foundation models and out-of-the-box navigation, path planning, etc.) and vertical robotics innovations.

Insights

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

Read More

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

Read More

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

Read More

Embracing uncertainty: original mistakes with Benny Buller

Read More

Simple, fast, repeatable builds

Read More

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

Read More

Non-destructive editing in design tools

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

Building for the real world

Read More

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

Read More

Lessons learned the hard way: Robotics

Read More