AI THESIS · PILLAR 01

AI development

Foundation-model tooling, applied AI products, and the developer infrastructure that turns research into deployed systems. We look for teams shipping into real workflows — not demos.

Model toolingApplied AIInference infraData engines
Engineers building AI systems
WHERE WE INVEST

From research to production

A

Model & developer tooling

Fine-tuning, orchestration, and observability — the toolchain that makes working with models feel like software engineering instead of alchemy.

B

Applied AI products

Vertical products that embed intelligence into real workflows — legal, healthcare, industry — where the moat is workflow depth, not the model.

C

Inference infrastructure

Serving, routing, and cost optimization. As inference becomes the dominant compute bill, efficiency becomes a product category of its own.

D

Data engines

Curation, labeling, and synthetic generation pipelines. Quality data is the scarcest input in AI — and the least glamorous to build.

WHAT WE LOOK FOR

Shipping beats demoing

The gap between an impressive demo and a dependable product is where most AI companies die. We back the ones engineering their way across it.

Production deployments with measurable workflow outcomes

Unit economics that improve as models get cheaper

Evaluation discipline — teams that measure before they claim

Model-agnostic architecture — no single-vendor dependency

Turning research into product?

Next pillar: AI governance →
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