Air Street Capital｜Venture capital for AI-first companies

🦄 Portfolio 👋 Team 🤓 Air Street Press 🛍️ Merch 👾 State of AI Report

Epoch II ('22-)

Polar Mist. Maritime autonomy (EU);
Unannounced. AI game studio (USA/UK);
Unannounced. Spatial magic (USA);
Unannounced. Stealth (USA);
Fern Labs. Making agents work (UK);
Patina Systems. Spontaneous software (USA);
Interloom. Enterprise automation (DE);
Odyssey. Generative worlds (US/UK);
Delian AI. Defense for autonomous warfare (EU);
Sereact. Industrial robotics (DE);
Samaya AI. Knowledge discovery (USA);
Profluent. Protein language models (USA);

Epoch I ('19-'22)

Adept (acq. Amazon). AI agents (USA);
Allcyte (acq. Exscientia). Diagnostics (AUT);
Anagenex. DNA-encoded libraries (USA);
Athenian. Data-enabled engineering (FR);
CellVoyant. See the future in cells (UK);
ClipDrop (acq. Stability/Jasper). 📸 (FR);
Coram AI. Video intelligence (UK/USA);
Exscientia (NASDAQ: EXAI). Pharma (UK);
Gandeeva. Structural biology (CA);
Gourmey. Cell-based meat (FR);
Graphcore (acq. SoftBank). AI semis (UK);
Hedera. Liquid biopsies (FI/CH);
Intenseye. Workplace safety (TR);
LabGenius. Protein therapeutics (UK);
Mission Barns. Lab-grown fat (USA);
Modern Intelligence. AI for defense (USA);
Poolside.ai. AI for code (USA/FR);
Recursion (NASDAQ: RXRX). Pharma (USA);
Valence Discovery (acq. RXRX). Pharma (CA);
V7. Computer vision data platform (UK);
ZOE. Eat what's good for you (UK);

pre-Air Street

Andela. Remote engineering teams (USA);
Automata. Lab automation systems (UK);
Chroma. The database for AI (USA);
Contextual.ai. Frontier models (USA);
Crusoe. Energy-first AI cloud (USA);
ElevenLabs. AI audio (USA/UK);
Enveda. Medicines from nature (USA);
Jukedeck (acq. ByteDance). AI for music (UK);
Lambda. The AI cloud (USA);
Mapillary (acq. Facebook). Better maps (SE);
Muon Space. Climate data from space (USA);
Numerai. The world's hedge fund (USA);
Optimal. Autonomous indoor farms (UK);
PolyAI. AI voice assistants (UK);
Ravelin (acq. Worldpay). Fraud prevention (UK);
Recursion (NASDAQ: RXRX). Pharma (USA);
Flow Engineering. Engineering tools (UK);
Thought Machine. Core banking (UK);
Tractable. AI for insurance (UK);
Starship. Autonomous delivery (Estonia);
Stripe. Online payments (USA);
Synthesia. AI videos from text. (UK);
Wayve. Self-driving: AV2.0 (UK);