01 / Investment thesis
The hard frontier is becoming one market.
The next category-defining companies are being forged at the intersection of model intelligence, atoms, energy, defense, robotics, and software. We’ve spent years investing at this edge — close to what’s new, what works, and where it’s heading — and we back the founders who can make the frontier real.
The frontier is all that matters. We invest in America’s companies, its resurgence, and its future.
02 / Selected portfolio
Backing companies making the frontier real.
OpenAI
OpenAI is the research and deployment company behind ChatGPT and the frontier GPT and o-series models. Its platform has become core infrastructure for millions of developers and businesses building on machine intelligence — and demand for its intelligence still outruns supply.
openai.com ↗03 / Founding partners