Firm updates
Everyone is watching the model layer. The real stress is happening underneath it. Strip away the specifics and every AI deployment runs into the same three questions: who is acting, what are they acting on, and who is accountable when it matters.
Firm updates
Dear Friends and Colleagues, This half, our thesis crystallized into a single organizing idea — Throughput Technologies — and our portfolio delivered real, verifiable milestones that validate it. The headline venture numbers are extraordinary but misleading: capital is concentrating at the frontier model layer, which is precisely why we believe disciplined early-stage investing in the coordination layer above it has never been better positioned. We are also watching two dynamics most...
Portfolio news
Gravitrex announced a partnership with Enlighten Mobility to expand its engineering, clinical and commercialization team and accelerate development of its walking rehabilitation technology.
Portfolio news
ION Storage Systems announced successful customer qualification of its Cornerstone™ cell performance, with production expected to start at its Beltsville, Maryland facility in 2026.
Portfolio news
Ion Storage Systems was featured in the WSJ. Read more here .
Portfolio news
ION Storage Systems (ION), a Maryland-based pioneer in solid-state battery (SSB) technology, has achieved a significant breakthrough with...
Portfolio news
Rejoule was one of eight companies/institutions selected by the US Department of Energy (DOE) to receive funding for projects focused on...
Portfolio news
A robotic coffee pod in Massachusetts is looking to change the way people order drinks by essentially removing the need to wait in line...