Participated · Seed · Jul 2026

Walden Robotics develops and deploys general-purpose robots powered by Large Behavior Models and other Physical AI advances to perform useful work in manufacturing, logistics, and other industries. Founded in 2026 and launched out of Toyota Research Institute, the company combines foundational robotics research with in-house operations teams to bring robots into production environments. Walden reports that its robots have been operating in production at a Toyota plant in North America since February, progressing from pilot to real work in under two months. The company has strategic partnerships across automotive, aerospace, semiconductors, electronics, logistics, and life sciences and emphasizes human-centered deployment where robots work side-by-side with people. Walden’s stated plans center on scaling commercial deployments and continuous on-the-job learning to improve capabilities over time. Financially, the company announced a $300 million seed round at a $1.1 billion valuation led by Toyota and Deviation Capital, providing capital to support its launch and customer expansion.

Participated · Series B · May 2026

ANELLO Photonics develops the ANELLO SiPhOG™ (Silicon Photonics Optical Gyroscope), an integrated photonic system-on-chip designed to deliver fiber‑optic–class gyroscope performance in a chip-scale form factor. The company combines its silicon photonics platform with an AI-based sensor fusion engine and holds a portfolio of over 80 issued or pending patents. ANELLO positions its products for deployment across land, air, and sea to enable resilient navigation where GNSS signals are unavailable or contested. The firm emphasizes manufacturability and scale, aiming to provide lower-cost, continuous high-precision positioning compared with legacy systems. The company is headquartered in Santa Clara, California. The recent Series B-2 financing is intended to scale production, accelerate innovation, and expand customer deliveries.

Participated · Series D · Dec 2025

Palo Alto–based Mythic has developed Analog Processing Units (APUs) that collapse compute and memory into a single plane, achieving around 120 TOPS-per-watt—roughly 100 × the energy efficiency of top-tier GPUs—even when moving data. The chips, already in production and validated by the U.S. DoD, major auto OEMs and defense contractors, target four trillion-dollar markets: data centers, automotive, robotics and defense, while also scaling to 1-trillion-parameter large language models. Internal benchmarks show up to 750× more tokens-per-second-per-watt and as much as an 80× cost advantage per million tokens versus NVIDIA’s highest-end GPUs. Beyond standalone APUs, Mythic is commercializing “Starlight” sub-1 W sensing modules that integrate its compute-in-memory technology directly into image sensors for 50× performance gains in low-light scenarios. The company offers a mature CAMP SDK that supports ONNX, PyTorch and TensorFlow and has been rated best-in-class among compute-in-memory peers. Led by former NVIDIA executive Taner Ozcelik, Mythic’s roadmap includes enabling ChatGPT-class models to run locally on handheld devices at roughly 1/100th today’s cost. The recent $125 million raise gives the firm substantial runway to scale manufacturing and expand its product portfolio.

Led · Series E · Jan 2022

Plenty develops indoor vertical farms and purpose‑built multi‑farm campuses that deploy its proprietary growing technology. The company is accelerating facility buildout through a new partnership with Realty Income, which will acquire and provide development funding for properties Plenty will lease and convert into vertical farms. The initial transaction funds a multi‑farm facility near Richmond, Virginia — Plenty’s first East Coast site — and will house several initiatives, the first being a strawberry farm in partnership with Driscoll’s. Plenty said the deal speeds up its timeline for adding new facilities and enables it to hand off real estate costs and management to Realty Income. The company has shifted operations recently, closing its South San Francisco R&D site to focus on building its Compton farm while maintaining an R&D facility in Wyoming. Financially, Plenty raised $400 million in a Series E last year from Walmart, SoftBank Vision Fund 1 and others, and received a $20 million grant from Wyoming earlier this year. Plenty Unlimited builds modular vertical farms and an intelligent platform that can grow multiple crops on a single system, claiming superior flavor and yields versus other indoor solutions. Its architecture uses vertical towers and automation to enable multi-crop production while using just 1% of the land required by traditional farming and improving yields 150–350 times per acre. Plenty emphasizes pesticide-free produce, reduced transportation times as farms are deployed closer to customers, and using its IP to help partners meet environmental goals. The company is expanding commercialization by selling multi-crop farms directly to partners and scaling deployments globally. Plenty has an operational footprint that includes headquarters in South San Francisco, a large plant science research facility in Laramie, Wyoming, and is building a high-output vertical farm in Compton, California. It has a strategic commercial agreement with Walmart to source leafy greens from its Compton farm for Walmart’s California stores in 2022. Plenty Unlimited builds and operates indoor vertical farms to grow fruits and vegetables, including berries and leafy greens. The company has struck commercial agreements to supply Albertsons and is working with Driscoll’s on berry cultivation. Plenty announced plans to build a new farm in Compton, California, to expand production. The company recently secured $140 million in new funding, bringing its total cash raised to $500 million. Plenty positions itself against competitors such as Bowery Farming and greenhouse growers like AppHarvest and Revol Greens. Its technology and retail partnerships are central to its growth strategy. Plenty builds field-scale indoor farms that combine plant science, cutting-edge LED lighting, micro-sensor technology, machine learning, IoT and big data to grow ultra-fresh fruits and vegetables. Its farms aim to deliver heirloom-quality, pesticide- and GMO-free produce while using one percent of the water and less than one percent of the land of conventional agriculture. The company emphasizes rapid local distribution, delivering produce to grocery shelves within hours of harvest. Plenty is scaling operations to build a global, hyper-yield farm network located near major population centers. The company says its technology can grow hyper-organic food with no pesticides or GMOs and is positioned to make locally-grown produce possible anywhere. Plenty is based in the San Francisco area and is building out its operations to serve communities around the world.