Investment Area

AI Infra / Dev Tools

Infrastructure & Developer Tools: The critical layers that power how software is built, deployed, and scaled. As AI agents write and ship more of the world's code, we're entering an era of infinite software at radically lower cost — raising new questions about what infrastructure and tooling this world demands. We back companies that win developers (and their agents) first, earning adoption bottom-up through great products, then expanding into enterprise-wide platforms with durable, compounding revenue.

News & Thought Leadership

Ex-Google DeepMind and Databricks Engineers Launch Pomo
Pomo·BusinessWire
Apr 2026
AI Inference Software Innovator Gimlet Labs Ushers in New Era with $80M Series A
Gimlet Labs·TechCrunch
Mar 2026
RunAnywhere Launches from Y Combinator as On-Device AI Platform
RunAnywhere·RunAnywhere Blog
Jan 2026
Bigeye Announces AI Guardian to Give Enterprises Control Over Agent Data Access
BigEye·AIThority
Dec 2025
All Hands Announces $5M to Scale AI Agent for Software Development
All Hands AI, Inc·OpenHands Blog
Nov 2025
Gimlet Labs Emerges from Stealth with 8-Figure Revenues
Gimlet Labs·GlobeNewswire
Oct 2025
Arbor Energy Raises $55 Million Series A to Scale Abundant Clean Power for the AI Economy
Arbor·BusinessWire
Oct 2025
DeepSource Agents launch
DeepSource·DeepSource Changelog
May 2025
Solidus Labs Unveils Agentic-Based Compliance: A New Model for Trade Surveillance Operations
Solidus Labs·BusinessWire
May 2025
Introducing Autofix AI
DeepSource·DeepSource
May 2025
Agency AI Seed Round
Agency·Crunchbase
Jan 2025
Dr. Shmuel Kliger on Causely
Causely·Linkedin
Apr 2024
Reddit Acquires Spiketrap
SpikeTrap·TechCrunch
Nov 2022
Crypto Risk Monitoring Firm Solidus Labs Raises $45M
Solidus Labs·CoinDesk
May 2022
Spiketrap and Rainmaker.gg Partner to Empower Creator Economy
SpikeTrap·Business Wire
Nov 2021
Solidus Labs rakes in another $15 million
Solidus Labs·TechCrunch
Nov 2021
Spiketrap and Rival Technologies Partnership Accelerates Insights for Market Research Industry
SpikeTrap·AiThority
Oct 2021
Bigeye, closes second round this year with $45M
BigEye·TechCrunch
Sep 2021
Launchable Raises Series A
Overtime·Yahoo
Jul 2021
Solidus Labs Raises $20M From VCs
Solidus Labs·CoinDesk
May 2021
Bigeye scores $17M Series A
BigEye·TechCrunch
Apr 2021
How a small-town kid built a product used at NASA, Uber, and Intel
DeepSource·YourStory
Oct 2020
Spiketrap raises $3 million
SpikeTrap·VentureBeat
Jul 2020
DeepSource announces $2.6M Seed round
DeepSource·TechCrunch
Jun 2020