Participated · Equity · Aug 2026

Founded in 2024, Sand.ai develops foundational models for video generation and audio-visual synchronization, including its Magi-1 video generation model and Gaga-1 audio-visual sync model. The company also builds digital humans and AI video agents and has expanded into application-specific offerings such as a music-generation agent called VidMuse. VidMuse reached about $10 million in annual recurring revenue roughly three months after its early-2026 release. Sand.ai says its Magi-1 ranks highly on DeepMind's Physics-IQ benchmark, and it plans to release a next-generation video-generation model in the July–September quarter that will use a Mixture-of-Experts architecture and aim to be a large open-source model with high inference efficiency. The company faces competition from players such as Kuaishou's Kling, ByteDance's Seedance 2.0 and Runway.

Participated · Equity · Jul 2026

Robotera builds full-stack humanoid robots combining AI "brain" systems, motion control, dexterous hands and humanoid hardware, and positions itself toward logistics and industrial deployments. The company reports beginning deliveries of several thousand units in Q2 2026 and claims deployments in over ten logistics centers across China with partners including SF Group and China Post. Robotera states it has achieved up to 85% of human efficiency in some logistics contexts operating 24/7 and cites a claimed 300% growth rate (no baseline published). Its investor and partner base spans logistics, automotive and consumer electronics players such as SF Group, Geely, Renault (cited as a partner), Alibaba, Samsung, Lenovo and Haier, which the company and articles present as potential channels for further deployments. Financially, the company has raised nearly ¥2.5 billion RMB (~$350M) in total capital following the recent financing, which the company says supports scaling production and broader commercial rollouts. The articles note competition from Western and Chinese robotics firms but highlight Robotera’s operational logistics focus and industrial partnerships as key differentiators.