The opportunity is in turning advances in AI into useful work, one industry and one workflow at a time.
We focus on the application layer of physical AI: companies combining intelligence, hardware and domain knowledge to solve a specific customer problem. We look for first commercial proof and a credible path from one deployment to many.
A customer, not a concept.
A pressing need, a budget owner and evidence that someone will pay.
Economics that work.
A measurable improvement in cost, throughput, quality or safety.
A repeatable business.
Products and deployment playbooks that improve across customers and sites.
Where we focus.
Specific workflows. Tangible value. Explore the applications that interest us.
Flexibility on the factory floor.
AI-native systems for finishing, assembly, material handling and quality inspection. Our interest is in products that fit the realities of an operating factory, not just a controlled demonstration.
What we look for
A defined production task. A paying customer. A deployment that can be repeated.
Keep goods moving.
Robotics for picking, sorting, unloading and warehouse movement. We look for solutions designed around an existing workflow, with clear ownership of integration and ongoing operations.
What we look for
Reliable throughput. Visible customer economics. A path from one site to the next.
Capability where it matters.
Autonomous systems for inspection, reconnaissance, logistics and hazardous environments. Our focus is on a repeatable product with a clear end user and a realistic procurement pathway.
What we look for
A mission-specific need. Operational validation. Responsible deployment.
Precision with a purpose.
Robotics for clinical assistance, rehabilitation and healthcare operations. We consider the clinical workflow, user adoption and regulatory pathway alongside the technical capability.
What we look for
A defined user. Evidence of workflow value. A credible path to deployment.
Autonomy in everyday motion.
Intelligent systems for vehicles, fleets and transportation. We are interested in focused applications that can be deployed within a clear operating environment.
What we look for
A bounded use case. Practical integration. Economics that work for the operator.
Areas of interest, not a list of investments.
Operators at the table.
We bring startup and industrial experience to the practical challenges of building robotics businesses.
Vitaly Golomb
General Partner
Vitaly is a Silicon Valley serial entrepreneur, venture investor and investment banker with more than 25 years of experience building, financing and advising technology companies. A founding partner at HP Tech Ventures, he previously led Drake Star's global mobility and climate tech practice. His work spans financings, joint ventures and M&A across North America, Europe and Asia.
He founded Keen Systems, acquired by Aleyant, and is the bestselling author of Accelerated Startup. A keynote speaker in more than 30 countries, Vitaly combines firsthand experience as a venture-backed CEO with institutional venture investing and cross-border dealmaking.
Stefan is a global executive and entrepreneur with more than 30 years of leadership across automotive, finance and technology. He served as CFO and a management board member of both BMW and Deutsche Bank, and as chairman of Rolls-Royce Motor Cars.
He co-founded Canoo and B-ON, served as a senior advisor to Warburg Pincus, and held board roles at Allianz and Rocket Internet. His career combines board-level governance, capital markets and industrial operations with hands-on experience building new mobility businesses, bringing a global perspective to the challenges of scaling technology companies.
Our perspective for founders
Customer development, industrial relationships, manufacturing readiness and the decisions that turn an early product into a durable company.
Perspectives.
How we think about physical AI. Short notes on the work behind the technology.
Building in the real world?
We welcome conversations with founders and operators working on practical applications of physical AI.
Tell us about the customer, the product and the progress.