The next decade
belongs to physical AI.
Software ate the world. Now it has to move through it. The companies that matter most over the next decade will not just train models — they will deploy them into vehicles, factories, aircraft, and infrastructure where physics, regulation, and economics are unforgiving.
This is the work we know how to help with.
Mobility, reimagined.
Autonomy, electrification, and new vehicle form factors are restructuring how goods and people move. The winners will combine deep systems engineering with operational discipline.
Aviation, modernized.
From training and ops software to new airframes and propulsion, aviation is undergoing its largest tooling shift in a generation. We work with teams who understand both code and certification.
Robotics, deployed.
General-purpose hype is loud; durable businesses are quieter. We're drawn to teams solving narrow, high-value workflows with hardware that gets cheaper and smarter every cycle.
Infrastructure for both.
The picks and shovels — sensing, mapping, simulation, road and airspace data, fleet ops, certification tooling — compound across every category above.
