We believe that two dynamics will combine to establish AI as a powerful force. Our main form of interacting with computing devices will change to become conversational. Technology will be able to perform cognitive tasks that augment our own capabilities. The new paradigm through which AI will be delivered and consumed will be Cognition-as-a-Service (CaaS) — which follows the mega-trends of IaaS (Infrastructure-as-a-Service), PaaS (Platform-as-a-Service) and SaaS (Software-as-a-Service). We invest in AI-first companies across all six layers of the CaaS stack.
AI teammates for every business persona, co-existing with humans
Horizontal & Vertical AI-Native Business Applications: Sales, Marketing, Support, Security, ITOps, DevOps, SREOps, SecOps, Legal, Healthcare, HR
Dev Tools, Data Connectors, Prompt Engineering, Model Selection, Orchestration, App frameworks, Visibility, Analytics
Vector Database, Embeddings, Data Pipelines, Labeling, ELT, Data Ops, RAG, Observability, Management, Security, Controls, Governance
LLM, SLM, Model Hubs, Training, Fine Tuning, Model Ops, Observability, Testing, Evaluation, Validation, Trust, Safety, APIs, Logging, Security, Firewalls
OS
Networking
Storage
Security
Other
Power & Cooling
RISC-V, Edge Inference, Microcontrollers, Optical interconnects, DSP, Security, Power & Cooling
AI may not be coming for your job anytime soon, but it surely is coming to work alongside you.
In business, digital assistants are going beyond content creation and code generation to fundamentally transform essential enterprise workflows.
As AI shifts from early adoption to widespread enterprise use, the importance of the “plumbing layer” is resurgent.
Tune in to the Corner Office video series, where we demystify AI trends we’re investing in as well as how we operate and partner with founders. Our focus is Cognition-as-a-Service (CaaS), a 100x force coming for humanity. Learn what it is, why it matters, and how it’s an evolution from web, mobile, and cloud.
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