Portfolio

We underwrite technical risk with a first principles approach, investing at the earliest stages in transformative companies where deep technical innovation can solve the world’s most challenging problems.

We invest in

Insamo

Pioneering the discovery of membrane-permeable and orally available cyclic-peptides.

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Insamo

Virta Health

Reversing Type II diabetes with a clinically proven treatment.

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Virta Health

Ultima Genomics

Ushering in truly personalized medicine by sequencing a human genome for $100.

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Ultima Genomics

Strand Therapeutics

Realizing the potential of gene therapy with the world’s first mRNA “programming language.”

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Strand Therapeutics

Outpace Bio

Tackling incurable disease with tailored cell therapy solutions.

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Outpace Bio

NVision

Revolutionizing medical imaging using new advances in quantum physics.

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NVision

Manifold Bio

Transforming drug discovery into measurement-driven drug design.

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Manifold Bio

Lassogen

Harnessing the untapped power of lasso peptides to create an entirely new class of programmable medicines.

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Lassogen

Inscopix

(acquired)

Accelerating breakthroughs in neuroscience by imaging neural activity in vivo.

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Inscopix

Infinimmune

Transforming human antibodies into drugs.

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Infinimmune

Bodyport

Managing heart disease through a data-driven virtual clinic powered by advanced cardiac monitoring.

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Bodyport

Atomic AI

AI-driven RNA drug discovery

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Atomic AI

Boxbot

Take control of your warehouse operations. Dynamic storage and retrieval platform that adapts to varying cubic dimensions and eliminates manual pick stations

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Boxbot

Anjuna Security

Protects applications at runtime with a hardware-grade security perimeter.

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Anjuna Security

Amber Bio

Pioneering new gene editing modalities using multi-kilobase RNA editing to treat undruggable diseases.

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Amber Bio

Agility Robotics

Making manual labor safe and scalable with legged robots that go where humans go.

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Agility Robotics

1910 Genetics

Improving drug development through the use of artificial intelligence, computation, and biological automation.

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1910 Genetics

Artificial

Automating life sciences, so that you can focus on the science, while robots do the work.

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Artificial

Canvas Technology

(acquired)

Now part of Amazon, Canvas Technology provides unrivaled perception enabling robust autonomy in the most challenging environments.

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Canvas Technology

Fabric

Making one-hour delivery possible and profitable with an on-demand micro-fulfillment platform.

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Fabric

FarmWise

Providing farmers with sustainable solutions to feed a growing world using AI and automation.

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FarmWise

Ideon Technologies

Unlocking subsurface potential of critical minerals using advanced geophysics

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Ideon Technologies

Owl Labs

Giving remote employees the meeting experience they deserve with IoT video conferencing hardware.

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Owl Labs

Relativity Space

Building humanity’s multiplanetary future.

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Relativity Space

RightHand Robotics

Powering the future of e-commerce order fulfillment with a solution that can automatically handle any item.

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RightHand Robotics

Robust.AI

Creating the world’s first industrial-grade cognitive platform for robots.

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Robust.AI

Skydio

Building the most advanced flying AI to navigate the world with unparalleled autonomy.

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Skydio

Velo3D

(public)

Manufacturing mission critical parts using industrial 3D metal printing. NYSE: VLD

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Velo3D

Branch Metrics

Increasing mobile revenue with enterprise-grade deeplinks across all platforms.

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Branch Metrics

Element Zero

A green materials platform working towards zero-carbon iron and steel and other future-facing metal production.

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Element Zero

Era Software

(acquired)

Decoupling storage and compute for zero-schema log management.

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Era Software

Nauto

Encouraging safer driver behavior in real-time with in-vehicle AI technology.

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Nauto

Pandion

Redesigning shipping for the unique challenges of e-commerce.

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Pandion

RapidSOS

Sending life-saving data from any connected device to 9-1-1 and first responders.

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RapidSOS

Saltbox

Reimagining the warehouse for modern e-commerce.

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Saltbox

uAvionix

(acquired)

Now part of DC Capital Partners, uAvionix protects the skies one drone at a time with a redefined transponder.

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uAvionix

Sentropy

(acquired)

Now part of Discord, Sentropy provides software solutions that protect online communities from hate and harassment using machine learning.

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Sentropy

Mangata Networks

Transforming the way the world interacts with information through its integrated space-based communications and data network.

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Mangata Networks

Ayar Labs

Using light to move data between chips delivering 1000x the bandwidth at 1/10th the power.

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Ayar Labs

d-Matrix

Attacking the physics of memory-compute integration, delivering 10X compute efficiency for the same power envelope.

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d-Matrix

Databricks (acq Mosaic)

(acquired)

Now part of Databricks, MosaicML trains and deploys generative AI models with your own data, in your own secure environment.

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Databricks (acq Mosaic)

Nervana Systems

(acquired)

Now part of Intel, Nervana is building a full-stack solution that is optimized from algorithms down to silicon to solve machine learning problems at scale.

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Nervana Systems

NextSilicon

Freeing human knowledge from the boundaries of compute with software defined hardware.

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NextSilicon

Phasecraft

Developing quantum algorithms to accelerate the practical application of quantum computing.

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Phasecraft

PsiQuantum

Building the first useful quantum computer.

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PsiQuantum

De-Ice

De-Ice

Perlumi

Perlumi

xLight

xLight

Next Big Thing

We partner up with entrepreneurs to build the future.

Let’s Talk.

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Next Big Thing

Select portfolio companies.
Includes active core investments.
Playground can share a full portfolio list upon request.