Portfolio

The infrastructure stack of AI.

Eight companies across the foundational layers — from application frameworks and vector databases to model hubs, experiment tracking, inference compute, and conversational search.

Portfolio Companies

LLM Application Framework
LangChain
Seed 2023

The standard framework for building LLM-powered applications. LangChain's composable chain architecture became the de facto way developers orchestrate model calls, retrieval pipelines, and agent loops. Infrastructure that developers deploy in production and depend on daily.

AI Coaching for Contact Centers
Cresta
Series A 2022

Real-time AI assistance for customer-facing teams. Cresta's models process live conversations and surface guidance, knowledge, and scoring — infrastructure for contact center operations that compounds in value as the model learns from each interaction.

Vector Database for Embeddings
Pinecone
Seed 2022

Purpose-built vector database for embedding storage and semantic search. As LLM applications proliferated, Pinecone became the default data layer — every retrieval-augmented generation (RAG) pipeline depends on a vector store, and Pinecone built the best one first.

ML Experiment Tracking
Weights & Biases
Series A 2022

ML experiment tracking, model registry, and observability platform used by ML engineers across thousands of teams. W&B is infrastructure: once integrated into a training pipeline, it becomes the system of record for every model iteration.

Open-Model Hub & Inference
Hugging Face
Series A 2022

The central hub for open-weight models — hosting, sharing, and running inference. Hugging Face occupies the distribution layer of the AI stack: if you're not building a proprietary frontier model, you're likely discovering and deploying through them.

Model Serving API
Replicate
Seed 2023

Cloud platform for running ML models via API. Replicate abstracts the complexity of model deployment — GPU provisioning, containerization, version management — into a clean developer interface. The picks-and-shovels layer for teams that build with models but don't want to run infrastructure.

Decentralized Inference Compute
Together AI
Seed 2023

Distributed inference compute for open-source LLMs. Together AI provides fast, cost-effective inference by aggregating GPU capacity across a decentralized network — infrastructure for teams that need frontier-speed inference without frontier-cost pricing.

Conversational Search Engine
Perplexity AI
Seed 2023

AI-native search that combines LLM reasoning with real-time retrieval — the first production-quality alternative to the keyword search paradigm. Backed early when the search-with-LLMs thesis was nascent.

Building something at the infrastructure layer?

We invest at Seed and early Series A in companies building the foundational stack for AI — frameworks, databases, hubs, compute, observability, and tooling.

Contact the Partners