Infrastructure advances lay the foundation for the majority of the incredible products and services that exist in the world today. Most modern applications are only possible thanks to the extensive advances that have occurred in areas such as databases, distributed systems, cloud infrastructure, semiconductors, and similar.
We are interested in investing in the fundamental building blocks that enable the development of the next generation of application layer software.
The leading cloud API gateway for microservices oriented development
Serverless Python and SQL compute engine for data lakehouses
Building the first at-scale quantum computer
Open source build framework for fast, reproducible builds
Serverless Kafka Streams platform for reactive backends
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Experimentation and A/B testing infrastructure for modern software companies
All categories of software infrastructure will be fundamentally rebuilt for the cloud, similar to what Snowflake did to Redshift. Key traits will include serverless developer experiences, separation of storage, compute, and metadata, and using cloud object stores and data warehouses, with business models aligned to cloud vendors.
Data and AI are becoming core components of all software applications. This drives the need for continued innovation in the data infrastructure layer.
The complexity of software systems continues to increase massively. We are interested in tools that make it easier to understand and manage these increasing levels of scale.
All applications are becoming highly stateful, and storage and compute are increasingly spread across client, edge, and cloud. Furthermore, the size of many workloads continues to grow at a rate exceeding Moore’s Law — we believe that these trends necessitate a new breed of tools that simplify the development of highly distributed systems.
Rapid advances in fundamental computing hardware, as well as the interplay between software and hardware and the tools that let engineers take advantage of modern hardware.
Companies are pushing the frontier of AI models and the associated infrastructure for building and running AI systems.
