IIMoonshots
Bets that only happen with the same conviction.
High-variance work that demands capital, conviction, and engineering depth pulling in the same direction. We fund. We build. We co-found.
01What we look for
The real economy disciplines the moonshots. It tells us which deserve to exist.
Vector I
Foundational systems.
Models, runtimes, infrastructure. Being right early reshapes what’s possible for everyone else.
Vector II
Embodied AI.
Where bits meet atoms. Autonomy, robotics, the interfaces that turn intelligence into work.
Vector III
Industrial intelligence.
AI-native rebuilds of energy, materials, manufacturing, logistics.