Areas of Interest

• AI Infrastructure
  
  Power and energy efficiency, latency and cost optimization, especially really low in the stack.
• Compliance and Insurance
  
  AI introduces new security risks and regulatory complexities that legacy tools aren’t equipped to address efficiently. Love compliance automation and speeding up certification whether that's hardware or AI agents.
• Legacy Modernization
  
  Many large enterprises remain burdened by COBOL and mainframe systems, resulting in massive technical debt and slow innovation cycles. Migrations and modernization are huge opportunities.
• Logistics
  
  From a bottoms-up perspective, this market often begins as an AI-powered executive assistant for individuals or enterprises — handling meetings, calendars, and task coordination. But at scale, the same underlying technology can address complex, high-value problems in logistics, e-commerce fulfillment, and global supply chain optimization. Intelligent scheduling, demand forecasting, and dynamic resource allocation represent massive opportunities to reduce friction and unlock efficiency across industries.
• BPO Automation
  
  AI is transforming inefficient back-office workflows across industries like finance, healthcare, and manufacturing. By combining document-understanding AI with conversational voice agents, companies can eliminate repetitive manual tasks, reduce errors, and drive significant cost savings — all while enabling faster, more accurate decision-making at scale. Furthermore, less brittle computer use models and applications will be able to do the work of automation engineers without constant human input.
• Healthcare
  
  AI has the potential to transform core healthcare workflows and RPA, including claims, patient intake, and prior authorization. Oftentimes focused on a specific practice (i.e. dentistry), companies can help make the process less time-consuming and error-prone, especially where industry worker churn is most obvious. AI solutions can reduce administrative costs, improve patient experience, and enable healthcare systems and insurers to operate more efficiently and focus on care delivery.
• Robotics
  
  General purpose robots may not be here yet, and many research questions still exist, but certain use cases like construction or warehousing are here today.
• Datacenter Management
  
  AI workloads are exploding, straining power, cooling, and overall capacity. AI-driven solutions can orchestrate servers and cooling systems optimally for maximum efficiency. By reducing energy consumption and boosting server utilization, these technologies can help manage soaring compute demands cost-effectively.
• Marketplaces
  
  AI-driven marketplaces have the potential to supercharge network effects by personalizing discovery and matching for both developers and consumers. By using AI to intelligently surface the right products, services, or APIs at the right time, these platforms reduce friction in decision-making. Over time, they build durable moats by aggregating fragmented supply and concentrated demand, positioning themselves as the default destination for entire ecosystems.
• Creative Tools, Education, & Entertainment
  
  AI is changing how we create and experience media, from gaming to educational tools to video editing. AI can reduce production time for all sorts of content and cater to a growing demand for immersive experiences in entertainment.
• Brain-Computer Interfaces
  
  BCI promises new possibilities for communication, control, and medical treatment. Invasive and non-invasive approaches are being developed, with Neuralink seeking to enable individuals with paralysis to control computers and other devices through thought and advances in machine learning improving the accuracy and responsiveness of EEG-based BCIs.