We think AI will finish what software started.
Industries like manufacturing, supply chains, oceans and maritime, food and ag, energy remain the most stubbornly under-digitized sectors of the economy.
Meanwhile, we’ve built and exited companies using AI to transform or create industries that didn’t exist previously in the digital economy. We saw and drove this change as founders — this change is now coming for the physical world.
In our first fund we backed open source companies, SaaS companies, and AI/ML companies built on the data of these stubborn countries, with our companies driving system change in pharma, the grid, food systems, and more.
We’re looking for crafty and scrappy founders who can find ways to stay alive in industries that have resisted startup disruption, as their systems digest data and find business value in this new paradigm. We believe when others, even bluechip VCs, don’t. Sometimes we’re totally alone on the cap table with you — we like it that way.
Cerulean is a color made of brilliant combinations of blues and greens—like those weaved throughout the forests and oceans of our planet.
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