After the AI bubble, robotics will create the largest wealth transfer of the ensuing decade.
Why Now?
U.S. reshoring and automation tailwinds are propelling robotics toward a $375.82bn market by 2035. As autonomy scales, our portfolio is positioned as essential infrastructure across constrained industrial value chains.
Productivity
Constraint
Structural
Labor Deficit
Population
Decline
By 2100, 183 countries
will be below healthy replacement levels, and 23 countries will see their populations decline by more than 50%.
BY 2050, 151 countries
will have under 2.1 children per woman.
Persistent Labor Shortages
Hazardous yet essential labor in sectors like manufacturing, construction, mining, utilities maintenance, are not receiving qualified workers to buttress the shortfall as blue collar workers age into retirement.
Portfolio
Persona AI
Persona AI develops humanoid robots for complex industrial environments, aiming to become a labor platform for skilled work. Their robots are built to take on 4D jobs—dull, dirty, dangerous, and declining—helping reduce human exposure to these tasks.
Positron
Purpose-built hardware for the age of generative AI. Positron delivers the highest performance, lowest power, and best TCO for Transformer model inference at any scale.
Apptronik
Apptronik is a spinout from the Human Centered Robotics Lab at the University of Texas at Austin. They were founded in 2016 with the goal of bringing forth the next generation of robots that will change the way we live and work.
Tensorfield
Tensorfield is building the AI robotics platform that enables agriculture to evolve from brute force to intelligent, adaptive care at scale. Their robot eliminates weeds without chemicals or manual labor while protecting the soil, creating a future where every plant gets exactly what it needs to thrive.
Rendezvous
Rendezvous Robotics creates the building blocks for space — flat-packed modules that self-assemble into vast infrastructure. Autonomous. Modular. Scalable.
Agility
Agility Robotics deploys Digit for warehouse automation. Digit is a general-purpose humanoid designed to work the way you do. It streamlines workflows to close the labor gap, improve throughput, and meet the demands of modern logistics and manufacturing environments.
Vantage
Vantage Robotics is a Silicon Valley based leader in small-drone technology delivering UAVs for national security, first responders, and critical infrastructure.
Feather
Feather manufactures low cost wheeled humanoid platforms built to automate repetitive tasks in the home or office.
xAI
xAI is the most ambitious, vertically-integrated innovation engine on (and off) Earth, with AI, rockets, space-based internet, direct-to-mobile device communications and the world’s foremost real-time information and free speech platform.
Valar Atomics
Valar Atomics is scaling nuclear energy for heavy industrial power and clean hydrocarbon fuel production. Since its invention, nuclear has been a bespoke, project-based industry, constrained by the grid. To realize the promise of the nuclear age, Valar scales beyond the grid.
Meet Our Team
Advisors and Venture Partners
Canadian roboticist and computer vision researcher, and a chaired professor at McGill University. He leads the Mobile Robotics Lab and previously directed McGill’s School of Computer Science and the Centre for Intelligent Machines. From 2019 to 2023 he was Vice President of Research and founding lab head at the Samsung AI Center Montreal. He directs the NSERC Canadian Robotics Network and co founded Independent Robotics, with startup experience.
Hardware engineer at Google Quantum AI, focused on superconducting quantum processor readout and scalable fault tolerant architectures. His publications include Google Quantum AI results in Nature on scaling surface code logical qubits, alongside work featured in Science and related venues. He previously worked at D Wave Systems and is an inventor on Sanctuary AI patents, bridging advanced computation with practical robotics hardware.
Senior VP at Toyota Research Institute, leading automated driving and autonomy programs. University of Michigan Professor and Perceptual Robotics Laboratory Director, advancing perception, mapping, and navigation. Leader in simultaneous localization and mapping and safety critical robotics from research to deployment.
Founder-Focused Guidance
We share actionable guidance on:
Announcements
Hardware engineer at Google Quantum AI, focused on superconducting quantum processor readout and scalable fault tolerant architectures. His publications include Google Quantum AI results in Nature on scaling surface code logical qubits, alongside work featured in Science and related venues. He previously worked at D Wave Systems and is an inventor on Sanctuary AI patents, bridging advanced computation with practical robotics hardware.
Long-Form Analysis
& Thought Leadership
Deep explorations of robotics, embodied AI, and critical technologies shaping the next industrial era. Our long-form essays break down structural shifts from reindustrialization and labor dynamics to advances in perception, hardware, and autonomy to help founders and investors navigate the frontier.
The Frontier
of Robotics & AI
Perspectives from our advisors and network—operators, roboticists, lobbyists, and capital-markets experts with over a decade of domain experience each. These pieces explore emerging standards, industrial adoption patterns, and geopolitical tailwinds shaping the future of automation.