Ventures
Companies that I believe in, and the problems they are solving
Prime Intellect
Series A · AI infrastructure
Prime Intellect sells compute, RL environments, an open reinforcement learning trainer and hosted post-training so companies can train their own agent models. It reported more than $100 million in annualized revenue when it raised a $130 million Series A at a $1 billion valuation in July 2026.
Dipole Labs
Pre-seed · AI infrastructure
Dipole Labs builds optical circuit switches that keep data as light between GPU racks, targeting sub-microsecond reconfiguration so an AI cluster's network can reshape itself around each workload.
Generalist AI
Series B · Robotics and embodied AI
Generalist AI trains robot foundation models on more than half a million hours of human manipulation data collected with wearable grippers. It has raised about $700 million and was reported at a $3 billion valuation in August 2026, with no disclosed revenue.
Wafer
Wafer builds AI agents that tune how open models run on NVIDIA and AMD GPUs, and sells the results as hosted inference.