Robotics and AI Infrastructure Fund
Backing deep-tech founders where hardware meets intelligence.
Aexodus is a seed-stage robotics and AI infrastructure fund. We invest early in technical founders building physical AI for the industries about to be rebuilt.
Robotics has crossed the line from research to revenue. The question is which seed companies capture the value.
The hard problem is solved.
Robots could always move. What they couldn’t do was adapt. AI models now let them learn new tasks in hours, not months of engineering.
Robots are making money today.
The opportunity isn’t the humanoid. Robots are already working in warehouses, fields, factories, and defense, generating real revenue today.
Deployment is the moat.
Hardware is the entry point. Every model release makes a deployed robot more capable, and scale compounds the lead. The most-deployed integrators are the hardest to beat.
Not enough humans for the work
Aging populations, tighter immigration, and reshoring, all at once. Robots fill the roles nobody wants, or cannot safely do.
World Economic Forum 2026 / Deloitte 2025
The robots can finally think
AI compute costs fell 280x in two years, and robots now learn by watching.
Deloitte 2026 / McKinsey 2025
Government is the first customer
China runs 5x the factory robots and installs 9x more each year. Washington answered with roughly $500B to rebuild the base. The demand underneath is industrial, not fiscal.
IFR 2026 / Deloitte 2025
Some of the best technical founders in robotics are choosing us. Here’s why.
We see the tech problems that generalist funds walk straight past.
Startups often fail on execution, not the idea. Hardware is even more exposed. We assess that risk before writing a check, and our advisory bench reflects the deep-tech diligence wheelhouse Aexodus specializes in.
Pipelines into the top robotics universities in North America.
Berkeley Deep Tech Innovation Lab, CMU, McGill, and the University of Michigan. Machine shops in California and Shenzhen. Infrastructure and relationships no other seed fund can offer.
We connect founders to contracts, capital, and customers.
Strategic co-investors, commercial introductions, and partnership formation across the portfolio. Our founders get meetings most seed-stage companies can’t access.
Portfolio
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, declining), helping reduce human exposure to these tasks.
Tensorfield
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
Creates the building blocks for space, flat-packed modules that self-assemble into vast infrastructure.Autonomous. Modular. Scalable.
Agility
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
A Silicon Valley based leader in small-drone technology delivering UAVs for national security, first responders, and critical infrastructure.
Feather
Manufactures low cost wheeled humanoid platforms built to automate repetitive tasks in the home or office.
Barn Owl Ag
Builds the ANT, a lightweight autonomous electric field robot engineered for 22-inch rows. It handles precision weeding, targeted spraying, planting, and harvest support on terrain legacy equipment cannot service.
Vaxon Space
Builds Very Low Earth Orbit satellite buses with air-breathing electric propulsion, orbiting at 150 to 250 km and using atmospheric molecules as propellant for persistent operations without traditional fuel constraints.
Meet The People
Former NASA JPL operator who secured funding for Curiosity and Perseverance. Over a decade scaling and investing in deep-tech ecosystems. Bootstrapped Cosmos from $10m to $80B+ AUM. Chjango finds the technical truth before we invest and brings the capital relationships that close rounds.
Advisors and Venture Partners
Founder-Focused Guidance
We share actionable guidance on:
Long-Form Analysis & Thought Leadership
Deep essays on the forces reshaping robotics, embodied AI, and the next industrial era.
The Frontier
of Robotics & AI
Perspectives from our network on the standards, adoption, and tailwinds shaping automation.
A note on the name. An exodus is a move from one era to the next. We think robotics is that move for the world's physical work, and it's what we back.