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Companies: Making the impossible
possible
We’ve built over $1 trillion of value –
Founders prefer us
over other funds
Planetary-scale earthmoving
AIM
Investment Thesis
Milestone
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Early
Transforming industries through on-edge robotic autonomy
FieldAI
Investment Thesis
Milestone
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Seed
AI lab building world models
General Intuition
Investment Thesis
Milestone
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Building robots that work like people
Genesis
Investment Thesis
Milestone
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Early
New York to London in 90 minutes via Mach 5 aircraft
Hermeus
Investment Thesis
Economically grounded, DoD-supported risk retirement framework with potential to transform aviation and defense at global scale
Milestone
At Mach 5, more than twice the speed of the supersonic Concorde, passengers will be able to cross the Atlantic in 90 minutes.
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Early
Next-generation defense systems
Mach Industries
Investment Thesis
Next-generation defense company developing a novel vertical takeoff jet platform
Milestone
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Making construction autonomous
Monumental
Investment Thesis
Milestone
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Seed
Bringing general-purpose AI into the physical world
Physical intelligence
Investment Thesis
Betting on a ‘ChatGPT moment’ for robotics—led by Sergey Levine and Chelsea Finn, whose groundbreaking research now becomes reality.
Milestone
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Producing more intelligence per watt
PrismML
Investment Thesis
Milestone
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General-purpose wheeled humanoids
Reflex Robotics
Investment Thesis
Milestone
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Redefining robotic intelligence
Rhoda
Investment Thesis
Milestone
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Seed
NASDAQ: RKLB
Frequent, reliable access to space
Rocket Lab
Investment Thesis
Rocket Lab could drastically lower the cost and increase the accessibility of space launches, aligning with Khosla’s thesis of backing technology that transforms entire industries.
Milestone
1700+ Satellites on orbit with Rocket Lab technology
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Early
Revolutionizing analog computing for AI
Sagence AI
Investment Thesis
Milestone
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Early
Manufacturing in space
Varda
Investment Thesis
Milestone
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Seed
M&A: Serve Robotics
Building delivery bots
Vayu Robotics
Investment Thesis
AI-autonomous delivery robots powered by light-field sensing, built by veterans of Velodyne, Apple, and Lyft.
Milestone
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AI hardware design
Vinci
Investment Thesis
Milestone
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Early
Self-driving trucks
Waabi
Investment Thesis
Enabling faster innovation and lower maintenance in autonomous fleets by eliminating the long development cycles that constrain competitors
Milestone
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Seed
AI-powered weather balloons
WindBorne
Investment Thesis
Milestone
World’s largest balloon constellation and only global network capable of providing consistent, comprehensive atmospheric coverage worldwide.
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