Next-Gen
Computing
The infrastructure that makes AI possible. Custom inference chips. Intelligent model routing. Neuromorphic computing. On-device AI.
How we invest
A system for finding asymmetry in applied AI — and the system itself runs on AI.
Each generation of technology creates a wave of innovation, but only a small number of companies translate that capability into products that scale. In AI, the gap between what is possible and what is usable is where most companies fail.
At StratMinds, we invest in companies that close that gap.
Intelligence gets cheaper
Delivering it takes experience
That gap is the fund
We invest across technologyand application
Next-Gen
User Experience
The experience that makes AI matter. The interface, the moment a user can't go back.
Next-Gen
Computing
The infrastructure that makes AI possible. Custom inference chips. Intelligent model routing. Neuromorphic computing. On-device AI.
Early-stage AI is an insider game
AI moves faster than venture cycles. The important shifts happen before the market can see them, inside tightly networked technical communities.
Being early is proximity: to the labs, the founders, and the group chats where the next category shows up first.
We track emerging technologies before they become categories
We maintain direct relationships with founders, researchers, and institutions
We work from San Francisco, where most of AI is being built
More than capital
We are not only investors. We are also active advisors to corporates and sovereigns working on AI strategy and deployment.
This creates a continuous feedback loop.
01
We see how AI is being used in real systems
02
We understand where adoption is accelerating
03
We identify where new companies are emerging
Built forasymmetry
Early checks, written before consensus reprices them — and later-stage vehicles to keep backing the companies that outgrow them.
Stage
Seed–Series A, or growth depending on the fund
Reserves
Pro-rata + follow-ons
Focus
Long-term partners
Different lenses.One system
Former Chief Innovation Officer at IBM; started its Applied AI business. Architected enterprise AI systems for Fortune 50 companies.