The biggest opportunity is building AI that does the work itself. We back founders who are delivering services, not just selling software.
Agents don't just need data. They need decision traces: the exceptions, precedents, and reasoning that live in Slack threads and people's heads. The next major software platforms will be systems of record for why, not just what.
From hardware to developer tools, the infrastructure for intelligent applications is being rebuilt. Agents that act across systems and data sources require new approaches to identity, permissions, and storage.
The founding teams who win pair real expertise in a problem space with the technical depth to solve it. They've lived the pain, earn trust fast, and iterate faster.
Palo Alto
San Francisco
