Defined VC

Zyphra is an open source/open science superintelligence company based in San Francisco, California, dedicated to building human-aligned AI that empowers individuals and organizations. Their core research focuses on next-generation architectures for long-context reasoning and multimodal world models, culminating in the development of Maia, a multimodal general agent that integrates knowledge discovery, communication, and work into a single platform.

Foundation is a pioneering company focused on developing advanced humanoid robots designed to automate critical functions in manufacturing, logistics, and defense. Their mission is to create technologies that enable self-sustaining life on Earth and beyond, with ambitious plans for human expansion to other planets.

Mythic is a pioneering AI processor company specializing in analog compute-in-memory technology, which delivers significant improvements in energy efficiency and performance for edge AI applications. Their Analog Matrix Processors enable high-performance computing for various sectors, including automotive, robotics, and defense, while drastically reducing power consumption and costs.

Quandri is an innovative platform that leverages AI to automate repetitive tasks in the insurance sector, specifically focusing on renewal intelligence for personal lines. Founded by brothers Jackson and Jamieson Fregeau in 2021, the company aims to enhance agent productivity and improve retention rates for insurance agencies by unlocking insights from renewal policy data.

Arcanna AI is an AI-driven decision intelligence platform designed to enhance cybersecurity operations by automating routine tasks and improving decision-making processes. By integrating with various security tools, Arcanna AI aims to reduce alert fatigue and optimize Security Operations Center (SOC) efficiency through advanced AI technologies.

Kosli is a dedicated software delivery governance platform that automates change tracking, approvals, and audit readiness, enabling organizations to accelerate their software delivery while maintaining compliance. With features like AI-powered insights for compliance and security, Kosli helps teams manage software changes from CI pipelines to runtime environments effectively.

Vayuh is an innovative company that combines atmospheric physics with modern AI to provide insurance-ready risk intelligence focused on extreme weather events. Their hybrid models deliver operational forecasts and risk alerts, enabling insurers to make informed decisions about catastrophic risks such as severe storms and hurricanes.

Datalogz is a Business Intelligence Ops platform designed to address the challenges of BI and analytics sprawl. By integrating with leading BI tools, it helps organizations optimize their reporting processes, reduce costs, and enhance data governance, ultimately improving decision-making and data reliability.

Potato AI is a scientific co-pilot that empowers life science researchers to design, execute, and interpret experiments with the assistance of an AI co-scientist named Tater. By leveraging advanced AI technologies, Potato aims to accelerate scientific execution and foster collaboration among scientists, enabling them to explore hundreds of research directions in parallel.

Velou is a product data infrastructure company that transforms static catalogs into agent-ready product data, enhancing ads, search, and personalization for autonomous shopping agents. Their solutions are particularly tailored for luxury retailers, enabling them to deliver specialized online experiences that reflect the bespoke nature of in-person shopping.

Nexera Robotics has developed NeuraGrasp, a proprietary technology that combines soft grasping and AI to revolutionize robotic capabilities in diverse applications. Their unique platform integrates advanced software and hardware, enabling robots to grasp a wide variety of objects with precision and care, addressing a long-standing challenge in robotics.

Tembo is a platform that allows users to delegate work to various coding agents, such as Claude Code, Cursor, and Codex. It automates tasks like feature shipping and code reviews, integrating seamlessly with tools like Slack and Linear to enhance productivity.

Air Street Capital is led by Nathan Benaich, a former computational cancer researcher who has been publishing AI research guides since 2015 and co-authoring the widely cited State of AI report since 2018, giving the fund unusually early visibility into cutting-edge AI research and industry shifts. The fund focuses exclusively on AI-first companies where the product would not function without AI, particularly in technically intense domains like defense, robotics, drug discovery, and AI infrastructure, while using its own press arm to conduct high-signal technical debates with frontier builders.

Invests in very-early to early-stage AI startups, leveraging founders Layer 6 and Vector Institute ties including Geoffrey Hinton for deep access, and offers up to $250,000 in GPU credits. Founded by the entrepreneurs behind Layer 6 AI and co-founded the Vector Institute for Artificial Intelligence alongside Geoffrey Hinton, creating unusually deep roots in cutting-edge AI research. The firm has raised some of the worlds largest exclusively-AI early-stage funds (including a $650M fund) backed by major pension plans.

Pre-seed specialist investing at the team and a dream stage in deep-tech applied AI and machine-centric businesses, using a proactive Frontier Curve framework organized around three vectors. Bee Partners is one of the earliest pre-seed specialists in deep tech, organized around three explicit "vectors"—Human-Machine Interaction, Machine-to-Machine Learning, and Biological Machines—and uses a proprietary "Frontier Curve of Innovation™" framework to proactively track emerging technological shifts rather than relying on reactive deal flow. The firm writes first checks of $500k–$1.5M at the "team and a dream" stage for technically elite but mission-driven teams.