Backing the founders of the AI layer
Cloud and AI are becoming the foundation every product stands on. We invest in the founders building that layer and partner for the long run — turning frontier capability into durable, category-defining companies.
What we do
Built on top of the AI layer
We turn frontier AI into dependable products — the infrastructure, tooling and studio work that the next generation of software will stand on.
AI-native products
We design software with large models as a core primitive — not a feature bolted on at the end.
Commerce infrastructure
Multi-tenant platforms that let many brands run on one hardened, shared stack.
Applied research
We turn fast-moving frontier capabilities into shippable, dependable products.
Developer platforms
APIs, SDKs and harnesses that other teams build their own products on top of.
Studio & advisory
We help founders put AI to work with a clear plan and a team that can actually build it.
Portfolio
Partners we build & invest in
We partner with founders across the AI layer — building alongside them and investing in the companies we believe in.