Investing at the frontier of intelligence.
We invest at the frontier of intelligence, bringing humans and machines closer together for a more prosperous future.
As founders ourselves, we understand what builders need. We back exceptional teams with conviction and stand beside them through thick and thin.
NVIDIA Global VC Alliance MemberThe people behind the fund.
Deep expertise across AI, capital markets, and deep technology — from building unicorns to shaping public markets.
Built one of the largest AI unicorns from scratch, raising $6bn and successfully exited; incubated 50+ AI start-ups.
Pioneer AI investor for over a decade, before AI was fashionable; incubated AI-transformed verticals including robotics, autonomous driving, healthcare, and remote sensing.
Wall Street veteran. Combined raised over $100bn in the TMT sector. Successfully exited over 100 companies, including deals that shaped today's AI ecosystem.
20 years of capital markets and investment experience, with 6 years at Asia's leading AI company.
Led Capital Markets team at SenseTime. Raised over US$4bn across its private rounds and Hong Kong IPO. Set up Middle East JV with PIF.
Over a decade of investment banking experience, in Equity Capital Markets with UBS, Barclays, and BOCOMI. Priced over 80 IPOs and equity deals across Asia and the US.
Tech finance strategist with 10+ years steering $1B+ funding deals for SenseTime's critical growth phases from pre-IPO to IPO.
Designed AI infrastructure roadmap and delivered inaugural commercial project for enterprise platform.
10+ year AI investment leader. Executed landmark Chinese AI deals (SenseTime, Baidu Kunlun, PonyAI) through dual expertise in strategic and financial tech investing.
Former core member of SenseTime's strategic investment team.
15+ years at the intersection of atoms and capital. A photonics and semiconductor veteran turned DeepTech investor, mapped 2,500+ value chain nodes and backed titans like YMTC.
Partners with founders scaling the next generation of silicon in the AI 3.0 era.
Two years of working experience at the intersection of code and capital. A former startup backend developer turned finance practitioner, led an AI leveraging project to map where enterprise AI delivers real ROI.
Partners with teammates to explore the paradigm shift AI brings to investing.
Engineer and orchestrator with many years of experience working on problems in both applied and fundamental machine learning.
Interested in joining us?
We're always looking for talented and interesting people aligned with our vision.
Our portfolio.
The infrastructure powering the age of intelligence — from wafer-scale compute to orbital data centers, biological computing, and stellarator fusion.
We partner with vision.
Market cycles come and go — we don’t.
Our thoughts.
Where to Invest If Intelligence Costs Nothing
If everyone can build, then more people will build. If everyone can think faster, competition accelerates. The old world was built on cheap tools and expensive minds; the new world is built on cheap tools and cheap machine minds.
Memory Is the New Constraint
For the past decade, the AI infrastructure conversation has been dominated by compute — GPUs, FLOPS, chip architecture. That framing is now obsolete. The binding constraint in generative AI is memory: how much you have, how fast it moves, and whether you can get any at all. Based on conversations with the people who make and sell memory at scale, from Micron's Sumit Sadana to AMD's CTO.
From Cheap T-Shirts to Cheap Tokens: China's Real AI Export and What OpenClaw Changes
Jensen predicts SaaS is becoming GaaS — Agents-as-a-Service. Engineers will receive annual token budgets of $100K+ the way they once received AWS credits.
Press Coverage
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