100+ checks. Where the atoms still matter.

The picks, shovels, and power plants of the model economy — companies building the compute layer everyone else depends on.

xAI Frontier lab Series B Perplexity Answer engine Series C Lambda GPU cloud Direct Normal Computing Thermodynamic compute Series B Extropic Physics-based silicon Seed Efficient Flow-state processors Series A

Systems that touch the world — and get harder to displace as they collect real-world data.

Armada Edge compute & robotics Series A Neurophos Metasurface optics Series A Nox Metals Automated metals factories Seed Path Robotics Autonomous welding Series D

The atom-heavy end of the book — companies moving mass and hardware where it matters.

Impulse Space In-space transport Series B

Software with real retention and signed enterprise revenue.

micro1 AI talent infrastructure Seed Wander Travel OS Series A beehiiv Newsletter platform Series B HIFI Defense finance Seed