Investments¶
Angel investor and scout for Andreessen Horowitz.
Portfolio¶
| Company | Category | Funding | Lead Investors |
|---|---|---|---|
| Haize Labs | AI Safety | $100M valuation | General Catalyst |
| Browserbase | Infrastructure | $44.4M | - |
| Exa | Search | $22M | Lightspeed, NVIDIA, YC |
| Lovable.dev | AI Code Gen | $20M+ | Creandum |
| Extend | Document AI | $17M Series A | - |
| Modal | Infrastructure | $16M Series A | - |
| Pydantic Logfire | Observability | $12.5M Series A | Sequoia |
| Julius AI | Data Analysis | $11M | - |
| Shaped AI | Recommendations | $8M Series A | Madrona, YC |
| Rork | AI Code Gen | $2.8M Seed | a16z Speedrun |
| Godel Terminal | Finance AI | $2M Pre-seed | - |
| Augmental | Accessibility | $1M+ | - |
| Sandbar | Identity | Seed | True Ventures |
| Kino.ai | Video AI | YC S23 | Y Combinator |
| Raindrop.ai | AI | YC | Y Combinator |
| Daytona | Dev Environments | - | - |
| Vantager | Finance AI | - | - |
| Argo Labs | Voice AI | - | - |
| Smithery.ai | MCP Registry | - | - |
| Empower Sleep | Health Tech | - | - |
Company Details¶
AI Infrastructure¶
Haize Labs - AI safety and red-teaming. Automated stress testing of LLMs to identify risks and failure modes. $100M valuation led by General Catalyst.
Modal - Cloud infrastructure for AI/ML workloads. Run code in the cloud without managing infrastructure. $16M Series A.
Pydantic Logfire - Developer-centric observability platform. Simplifies monitoring and performance insights for Python applications. $12.5M Series A led by Sequoia.
Browserbase - Headless browser infrastructure for AI agents. $44.4M raised.
Daytona - Standardized development environments. Self-hosted and secure dev environment management.
AI Code Generation¶
Lovable.dev - AI-powered app builder. Generate code, connect backends, deploy applications. $20M+ including $15M led by Creandum.
Rork - Text to mobile app builder. Create mobile apps with simple prompts. $2.8M seed led by a16z Speedrun.
Search & Data¶
Exa - AI-powered search API. Semantic search, embeddings, and content scraping for developers. $22M from Lightspeed, NVIDIA, YC.
Shaped AI - Real-time recommendations and search. $8M Series A led by Madrona.
Julius AI - AI data analyst. Analyze data and create visualizations with natural language. $11M raised.
Document & Voice AI¶
Extend - Document processing with LLMs. Turn documents into structured data with high accuracy. $17M Series A.
Argo Labs - Voice AI for restaurants. 24/7 AI receptionist for orders, reservations, and inquiries.
Developer Tools¶
Smithery.ai - MCP server registry. Discovery and distribution for Model Context Protocol servers.
Kino.ai - AI for filmmakers. Search, log, and organize footage. YC S23.
Applied AI¶
Vantager - AI-native investment platform for LPs. Complex financial data into actionable insights.
Godel Terminal - AI for finance. $2M pre-seed.
Raindrop.ai - YC-backed AI company.
Other¶
Augmental - MouthPad, a hands-free trackpad operated by the tongue. Digital accessibility for users with limited mobility. $1M+ raised.
Sandbar - Identity verification. Seed round led by True Ventures.
Empower Sleep - Data-driven sleep care. Continuous tracking, expert consultations, personalized treatment plans.