BACKING CATEGORY-DEFINING FOUNDERS
WE INVEST AT THE EARLIEST STAGES, PARTNERING WITH RESEARCHERS AND ENGINEERS WHO ARE BUILDING THE FUTURE
RECURSIVE
Self Improvement, Open-endedness, AGI
Recursive is building a superintelligent, general-purpose digital worker, designed to perform nearly all high-value intellectual labor across software, science, and engineering. Its core ambition is not to build another static model, but to create systems that can continuously improve themselves, expand their own capabilities, and unlock compounding productivity across the entire digital economy.
Read our investment thesis on Recursive
ODYSSEY
World Models, Real-Time Simulation
Odyssey is an AI lab building general-purpose world models, which are AI systems that generate interactive video in real-time, positioning itself as a world-simulator platform across gaming, robotics, defense simulation, and training. Its products (Odyssey-2, Odyssey-2 Pro, Odyssey-2 Max, and a developer API) are differentiated by causal action-aware generation, low-latency real-time serving, and long-horizon coherent simulation, trained on a mix of general video, gaming data with ground-truth keystrokes, and proprietary backpack-captured 3D data.
MOONSHOT AI (KIMI)
Long-Context Reasoning, Agentic Workflows
Moonshot AI is a leading frontier AI labs. Its Kimi models are built for long-context reasoning and agentic workflows, and have become among the most widely used LLMs in the world — positioning the company to scale intelligent assistance across the digital economy.
Soma Labs is an early-stage venture fund — we are typically the first institutional partner, investing before the category is obvious. See the research areas we invest across.