Sector Focus
We invest at the intersection of media and AI — which is essentially the content lifecycle. How content is created, distributed, consumed and monetised now permeates every part of our digital environment, and AI is transforming each stage faster than any previous technology shift.
We back pre-seed and seed founders building across this lifecycle. The wheel below maps the universe of activity we find interesting at each stage. We also invest more directly in AI solutions — in particular the frontier models and agentic capabilities that are powering this transformation.
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the intersection of media, entertainment and AI
Content and data life cycle
We define media technology broadly: any product or technology with a clear role on the content and data life cycle.
CREATION
Creation is less about individual AI tools and more about way of operating AI-natively
E.g. Creator tools, Workflow management, Quality + Authenticity > Volume, Agent infrastructure: the operating layer and AI capability, Building data moats
DISTRIBUTION OR DISCOVERY
Distribution is about optimising not just for people but also for agents, while balancing discoverability and trust
E.g. Cross-platform readiness, Agent-native distribution, Audience engagement, Oversight, Moderation & Security, Human Networks
CONSUMPTION
Consumption is evolving beyond screens into personalised, ambient real-life AI experiences
E.g. Experiences: personalised, native, immersive, live, meaningful, Consuming high volume information, Video intelligence and social listening, AI as the interface, User-centricity (agency, safety)
MONETISATION
Monetisation is being rewired around AI-native economics
E.g. Creator Economy, AI Advertising, AI economy and business models, AI gatekeeping and payment rails, Data monetisation - context as an asset
At the creation stage, we back tools and platforms enabling the next generation of content — generative AI, NLP, computer vision, audio and speech synthesis, content generation, gaming and game engines, music technology, creator economy platforms, XR and immersive experiences, synthetic data, AI upskilling and developer tools. Think companies like OpenAI, Hugging Face, Stability AI, Synthesia, Canva, Figma, Colossyan, Runware and Epic Games.
At the distribution and discovery stage, we look for companies reshaping how content reaches audiences — search and GEO, next-generation advertising, retail media, MarTech, attention economy platforms, world models and vertical internet of agents. Think companies like Perplexity, Reddit, ByteDance, Instagram and Acast.
At the consumption stage, we back the future of work, collaboration, communication, EdTech, information services, data dashboards, enterprise decision making and AI upskilling tools. Think companies like Zoom, Slack, WhatsApp, Loom, Tableau, Hebbia, Granola and Speechify.
At the monetisation stage, we invest in AdTech, licensing, live experiences and immersive technology, retail and commerce optimisation, e-commerce, live shopping and retail media networks. Think companies like Hopin, Passionfroot and Pro Rata AI.
We also back foundational infrastructure that powers the content and data value life cycle — AI inference compute, data moats, optimisation, embodied AI and web3 where it is content value life cycle relevant. Think companies like CoreWeave, Pinecone and Akkio.
2. FRONTIER TECHNOLOGIES
Beyond the content and value life cycle, we also invest in the frontier technologies that power it.
AI infrastructure, foundation models, agentic systems and other emerging technologies often originate within media and entertainment — but their impact extends far beyond it. We back the startups building these foundational capabilities, particularly where they have a clear application to the content and data life cycle.