Why we invested in Rim Universe
The next hit short drama will not need a film set. It will need a crew of AI artists, and a director who has never had access to one before.
ReadVenture capital for the frontier
Early conviction.Enduring companies.
We partner with exceptional founders, from the first line of code to category leadership.
The firm
We back founders at the frontier: early, with conviction, and for the long arc it takes to build something that lasts.
- 01
Conviction over consensus
By the time an idea is consensus, it is usually priced. We do our own work, form our own views and are willing to be early.
- 02
Founders first
We earn our place on a cap table by being useful: candid feedback, fast answers, and showing up in the hard moments.
- 03
Concentration, with care
We would rather go deep with a few companies than spread thin across many. Every investment gets our full attention.
- 04
Long horizons
Enduring companies take a decade or more to build. We shape our partnership, and our capital, for that timeline.
Focus areas
Seven arenas.One standard.
We invest wherever technology can change what is possible, and we hold every company to the same bar: exceptional founders, real conviction, enduring ambition.
All focus areas- 01Artificial IntelligenceModels, agents and the products built on top of them.
- 02Media & EntertainmentAI-native studios, creator tools and new formats for story.
- 03Enterprise & InfrastructureThe systems companies use to build, run and secure software.
- 04FintechPayments, embedded finance and the rails that move money.
- 05Health & Life SciencesComputational biology, clinical AI and better care.
- 06ConsumerProducts people love, share and return to.
- 07Frontier TechnologyRobotics, energy, advanced manufacturing and space.
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View portfolioPerspectives
Notes fromthe frontier.