Jay Zhao
Partner
Former Partner at T Fund, Walden, and Granite Ventures. Former board member at Marqeta.
Our Team
A Multidisciplinary Team
We bring together researchers, engineers, and investors to build conviction before consensus
Jenny Xiao
Partner
Ph.D. in AI and economics at Columbia University. Former researcher at OpenAI.
Liang Wu
Senior Research Fellow
Former Senior Researcher at HBS
Austin Levitt
Venture Partner
Former Partner at TCV and Sequoia Capital.
A Research Team that Invests
We are a research-driven venture fund backing AI-native companies at the pre-seed and seed stage. We publish long-form technical research on the building blocks of AI, work that has been cited by Nature, New York Times, Bloomberg, and CNBC.
That research is not marketing. It is how we invest.
We partner with technical founders before the category is obvious.
Our conviction comes from the research, not from consensus, which means we are often the first institutional check a company raises, backing teams while the market is still catching up to what they are building.
When we invest, we stay close.
We engage at the level of architecture and roadmap, not just board meetings, and we put the full weight of our research and network behind every company we back.
Meet Our Research Team
A world‑class group of researchers, engineers, and subject‑matter experts as venture fellows to power our insights.
Get Started
Research-driven investors for technical founders
Our mission is to turn groundbreaking AI research into investment conviction, backing AI-native companies before the category is obvious.
