Portfolio

We invest in ambitious teams building software to accelerate energy abundance and upgrade critical infrastructure.

Transportation

Electrifying transport via effective charging, commercial trucking, and fleet optimization.

Built Environment

Tools, financing, and data to enable residential & commercial electrification, and decarbonization.

Energy Transition

Scale renewable power generation, energy storage, and grid flexibility. Build intelligent power delivery and coordinate distributed resources.

AI Infrastructure

Accelerating the compute substrate for AI's next frontier—chips, data centers, and cooling.

Earth Intelligence

Geospatial intelligence and land management for climate-smart decisions.

Resilience

Harden critical infrastructure, insure resilience, and reduce catastrophic loss of life.