The physical economy represents the vast majority of global GDP and virtually all carbon emissions. It is also often underserved by technology. The opportunity to innovate in these traditional industries — construction, energy, manufacturing, buildings and real estate, supply chain, food and agriculture, and infrastructure — in enormous both in terms of labor and capital, as well as the potential positive impact for humanity.
Major themes include reindustrialization and electrification, both of which will require a seismic shift in how decades-old industries work, from transitioning to clean power to how we manufacture and transport goods.This intersection of emerging technology and the physical world has been our focus since day one, and we expect these enormous challenges and opportunities will generate many generational companies.
Transforming warehouses with industry-leading autonomous forklifts
A modern energy exchange for the intermittent and distributed future of the grid
Using advanced sensing and machine learning to create the world's first robotic blacksmith, beginning with faster, cheaper sheet metal forming
Creating the most robust and accurate model of cities, using cutting-edge data science to facilitate optimal transit and real estate decision-making
The world leader in generative AI for material and chemical product development — helping companies develop safer products and iterate faster, and get more out of R&D investments
Building carbon-negative homes six times faster than standard construction, using advanced manufacturing and vertically integrated operations
Better software and workflows across procurement, parts selection, ERP, billing, permitting, setting net-zero targets, optimizing capital deployment, energy procurement, carbon accounting 2.0 and more; custom-built for physical industries.
Rethinking the workflow of all knowledge workers designing complex systems (e.g. architects, hardware engineers, aerospace and defense, automotive, etc.).
Technologies that accelerate the discovery of novel materials and carbon-neutral products, as well as model the real-world, including advanced machine learning, neural operators, and AI for applications in chemistry, physics, materials science, and weather system modeling.
Tools that leverage breakthroughs in computation to allow for higher-fidelity simulation and analysis of complex systems such as fluid dynamics, heat transfer, autonomy, and more.
Accelerating robotics and automation with both horizontal technologies (foundation models and out-of-the-box navigation, path planning, etc.) and vertical, industry-specific applications such as accelerating the rollout of renewable energy.
Enabling access to clean energy and grid connectivity while improving how we manage power across energy-intensive processes (e.g., data centers, industrials, etc.).
