thesis 2: frontier technologies
We back pre-seed and seed stage business models built around transformative frontier technologies that accelerate innovation across media and entertainment. While these technologies often originate within the sector — from generative AI, agentic AI and multimodal AI to voice AI, AI video, spatial computing, world models, embodied AI and AI inference compute — their impact extends well beyond, solving fundamental challenges and unlocking opportunities across industries such as healthcare, finance, retail and education.
Media and entertainment are uniquely positioned as early adopters of frontier technology. The same machine learning models that power content recommendation reshape logistics. The same NLP that drives media intelligence transforms legal and financial services. The same computer vision that enables virtual production redefines retail and manufacturing. The same world models that power intelligent media experiences will reshape autonomous systems and scientific research. The same embodied AI that enables immersive live experiences and smart media hardware will transform robotics and the physical world. This cross-sector impact is why we invest at the frontier — backing the technologies that start in media and scale across the world.
Frontier technologies from estabished to emerging
machine learning
Powers personalised content in media and streaming while also transforming sectors like finance, healthcare, and logistics through predictive analytics
Natural language processing
Enables smarter chatbots and content moderation in media, while revolutionising legal and healthcare with automated understanding of text and speech
blockchaiN
Ensures transparent rights management in media and publishing, while also securing supply chains, finance, and identity verification in other sectors N
federated
Learning
Enables privacy-safe audience insights in media, and is critical in sectors like healthcare and fintech for training models on sensitive data without centralising it
generative
ai
Accelerates content creation in film, design, and advertising, while transforming product development, marketing, and R&D across industries
explainable
ai
Enhances trust in content curation and ad targeting in media, and supports compliance and transparency in regulated sectors like healthcare and finance
ai
detection
Helps media platforms monitor manipulated content, while also bolstering security and trust in education, cybersecurity, and compliance industries
causal
ai
Improves content personalisation and engagement in streaming, while providing clearer decision-making in sectors like logistics, and public policy
reinforcement learning
Drives dynamic recommendation engines in media, and optimises operations in robotics, autonomous systems, and industrial automation
spatial computer
/ 3d
Enables immersive media experiences via AR/VR, and is reshaping retail (virtual shopping), construction, and training simulations
agentic
ai
Supports autonomous content generation and campaign management in media, while enabling decision-making agents in enterprise productivity and operations
multi modal
ai
Merges text, image, and audio inputs to create richer media experiences, and enhances diagnostics in healthcare, autonomous driving, and assistive tech
active
learning
Streamlines data labelling in media AI pipelines, and accelerates model training efficiency in research, security, and industrial AI
computational creativity
Unlocks generative tools for media production and advertising, while fueling innovation in product design, architecture, and education
machine
unlearning
Allows media companies to retract outdated data from AI models, and ensures compliance with data regulations in finance, health, and HR
embedded
ai
Enables smart cameras and media hardware to process data on-device, and powers innovations in wearables, manufacturing, and automotive
affective
ai
Personalises user experiences based on emotion in games and content, and supports mental health, customer service, and automotive UX
tsetlin
machines
Offer explainable, energy-efficient models for media analytics, while bringing interpretability and cost savings to embedded and edge AI use cases