frontier-tech
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The Firm That Funds the Things That Probably Won't Work
Vinod Khosla left a top-tier partnership to write checks nobody else would. Two decades and one $50 million OpenAI bet later, the willingness to be wrong looks like a strategy.
The Firm That Turned $26 Million Into a Billion, One Concentrated Bet at a Time
It runs a small firm out of Santa Monica, writes a handful of checks a year, and once turned a $26.5 million CrowdStrike stake into a billion-dollar return. Here is how March Capital plays venture capital like a concentration bet.
The VC That Thinks Your Moonshot Has a Marketing Problem
Spacecadet writes $100K-$500K checks into frontier science, then hands founders a creative studio built to sell the impossible. Marc Andreessen and Chris Dixon are along for the ride.
Bilal Zuberi
Bilal Zuberi is the founder and managing partner of Red Glass Ventures, a Menlo Park early-stage fund backing companies where AI touches atoms. He spent 12 years as a General Partner at Lux Capital, leading 65+ investments across deep tech, defense, robotics and industrial AI. An MIT physical chemistry PhD who studied under Nobel laureate Mario Molina, he was born in Karachi and built his first company in advanced materials before turning to venture.
Brittany Walker
Brittany Walker is a General Partner at CRV in San Francisco who writes first checks to technical founders in AI, infrastructure software, and frontier technology. She joined CRV in 2020, was promoted to General Partner in 2024, and co-founded The Table, a community for women building in enterprise.
Hubert Thieblot
Hubert Thieblot is a French-born entrepreneur and General Partner at Founders, Inc. (f.inc), a San Francisco-based venture fund and community campus occupying 42,000 sq ft at Fort Mason. He built Curse, Inc. - a gaming media empire with 30M+ monthly visitors - from a World of Warcraft fan site he started as a teenager in Paris, grew it into an Inc. 500 company, and sold it to Twitch (Amazon) in 2016. After serving as VP of Emerging Markets and Mobile at Twitch, he joined Founders, Inc. to back early-stage founders tackling hard problems in AI/ML, hardware, web3, AR/VR, and other frontier tech sectors.
Luke Day
Luke Day is Co-founder and General Partner at MAGIC Fund, a $30M seed-stage venture firm built on the conviction that the best founders want money from people who've built things themselves. Focused on gaming, metaverse, and sports investments, Day came up through engineering recruiting at Discord and Roblox before co-founding one of the few truly decentralized VC funds - a 12-partner, multi-continent operation where each GP invests autonomously from their own domain expertise. MAGIC Fund's portfolio spans 250+ startups across 30+ countries with one unicorn (Retool) and a reported 5x return on its debut fund.
Kate McAndrew
Kate McAndrew is the Co-Founder and General Partner of Baukunst, a San Francisco-based venture firm managing a $100M inaugural fund that backs creative technologists at the intersection of technology and design. With over a decade of pre-seed investing experience - including nearly eight years at Bolt where she was the first employee and rose to Partner - she has invested in 100+ companies and leads every round she enters, targeting 15%+ ownership at pre-seed. She is also the founder of Women in Hardware, the largest network for technical women in the hardware ecosystem, and co-author of 'The Goddess Guide to Branding.'
Skyler Fernandes
J. Skyler (Sky) Fernandes is the Founder and General Partner of VU Venture Partners, a global venture capital fund spanning San Francisco, Hong Kong, Munich, and São Paulo, and the Co-Founder & CEO of Venture University, widely considered the world's leading investor accelerator. A Powerlist 100 VC, Fernandes has assembled a portfolio of 150+ investments including early positions in SpaceX, OpenAI, Meta (Facebook), Uber, Palantir, and Neuralink - with 25+ unicorns and 20+ multi-billion dollar exits. Before VU, he founded Simon Venture Group, the VC arm of Simon Property Group (S&P 100), which CB Insights ranked a top 5 retail investor alongside GV, Intel Capital, and Comcast Ventures. He graduated summa cum laude from NYU and studied Physics and Foreign Policy at Harvard. Beyond capital, Fernandes gave the first TED Talk on venture capital, created the #1 Startup Pitch Deck template (700,000+ views), and co-created 'The Next Big Thing' board game on entrepreneurship with his wife Jenna.
Tripp Jones
Tripp Jones is a General Partner at Uncork Capital, a San Francisco-based seed-stage venture firm with over 260 early-stage startup investments. A Princeton psychology grad who spent a decade at August Capital before joining Uncork in 2021, he backs consumer, B2B, and frontier tech companies at the seed stage. Known for his contrarian view that consumer VC is far from dead, he has backed companies ranging from BARK to GPTZero, and champions supply-driven marketplace models with hard-to-access inventory.
Tyler Mincey
Tyler Mincey is Co-Founder and General Partner at Baukunst, a San Francisco-based pre-seed venture firm that raised a $100 million debut fund in 2022 - the largest debut pre-seed fund ever raised. A Princeton-trained mechanical engineer who helped ship the first iPhone and 150+ million Apple devices, Mincey brings rare hardware-to-venture credibility: he co-founded a car-tech startup (Pearl Automation), pioneered an embedded engineering team inside Bolt VC, and now leads Baukunst's bet that the next generation of breakthrough companies will be built at the intersection of technology and design.