Robotics + Hardware
We’re investing in the robots and hardware that will transform how businesses operate and people live—bringing digital innovation into the physical world.
What we do
Investing in the Robotics and Hardware Transforming How the Physical World Functions
We are witnessing a new era in robotics driven by the convergence of physical AI, massive computing power, advanced machine vision, low-cost components, and sophisticated algorithms.
In just a few years, robots have evolved from performing simple, repetitive tasks to mastering complex, adaptive, and semi-structured environments. This rapid innovation is not only reshaping industries but also unlocking unprecedented opportunities for efficiency, sustainability, and growth across countless sectors.
Our Thinking
We are entering an era where advancements like physical AI are transforming how we live and work and unlocking new possibilities.
Our Robotics + Hardware Companies
The founders we back don’t limit themselves to what is, but relentlessly pursue what could be. We invest in transformative, early-stage robotics, hardware, and physical AI companies that are creating groundbreaking solutions across industries including construction, consumer, supply chain, security, and healthcare.
6 River Systems is a fulfillment solutions provider making warehouses more efficient with autonomous mobile robots and AI.
Milestones
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2015 – Founded
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2018 – Partnered, Series B
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2019 – Acquired by Shopify
Partners
Arc is electrifying the world of boating, starting with high-performance watersport boats.
Milestones
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2021 – Founded
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2023 – Partnered, Series B
Leadership
Mitch Lee
Co-Founder & CEO
Ryan Cook
Co-Founder & CTO
Partners
Canvas is a construction robotics company that uses machine learning to install drywall at construction sites.
Milestones
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2017 – Founded
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2021 – Partnered, Series B
Partners
Fox Robotics engineers and manufactures autonomous forklifts that specialize in trailer unloading.
Milestones
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2018 – Founded
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2020 – Partnered, Series A
Partners
Kabata creates haptic, AI-powered smart dumbbells that allow exercisers to have an optimized strength training workout.
Milestones
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2020 – Founded
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2023 – Partnered, Seed
Leadership
Kareem Aly
Co-Founder & CEO
Brian Lovera
Co-Founder & CTO
Partners
RightHand Robotics is a leader in providing robotic piece-picking solutions that improve performance and efficiency in e-commerce order fulfillment and intralogistics.
Milestones
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2015 – Founded
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2018 – Partnered, Series B
Partners
Roam Robotics builds lightweight and affordable robotic exoskeletons and orthoses that expand the boundaries of human mobility for all people.
Milestones
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2013 – Founded
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2018 – Partnered, Seed
Partners
Skild is building general purpose artificial intelligence grounded in the physical world.
Milestones
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2023 – Founded
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2024 – Partnered, Series A
Leadership
Deepak Pathak
Co-Founder & CEO
Abhinav Gupta
Co-Founder & President
Partners
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Related Focus Areas
AI is breaking into every software category. That’s why we invest in early-stage companies, helping winners in these markets create massive economic and societal value.
Innovations at the intersection of technology and biology will drive major improvements in the quality of our health and the cost of healthcare.
Today’s world is shaped by technologies that seemed unimaginable just a decade ago; the possibilities ahead are even greater.
The rise of AI and the cloud, coupled with stricter regulations, has created a new era of cybersecurity challenges—and unprecedented opportunities for innovation.
The global supply chain is in the midst of a historic transformation. By reimagining how goods move around the world, we’re unlocking hidden value, reducing waste, and building a more efficient, sustainable, and prosperous future for all.
