/ Portfolio

Seven companies.
One conviction.

We hold a small number of late-stage private technology companies we believe will define the next decade — across space, AI, fintech and robotics.

01

SpaceX

Space

Reusable launch and global satellite connectivity. The infrastructure layer for the next era of space.

02

OpenAI

AI

Frontier AI research and deployment. Building the foundation models defining the AI economy.

03

Anthropic

AI

AI safety company developing Claude — frontier models built around interpretability and reliability.

04

Stripe

Fintech

Internet payments infrastructure powering a meaningful share of online commerce worldwide.

05

Kraken

Fintech

Global digital asset exchange — one of the longest-running and most regulated platforms in crypto.

06

Erebor

Fintech

U.S. national bank built for the next generation of technology companies, with a focus on AI, defense technology, digital assets, payments, and advanced manufacturing.

07

Figure

Robotics

General-purpose humanoid robots. Bringing embodied AI into commercial and industrial environments.

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