A new Industrial Revolution is in motion: with skilled labour in structural decline and Physical AI at its inflection point, the West is re-industrialising

The next generation of category leaders is being built right now, with autonomy at its core.

Industrial Autonomy covers the software, hardware, and robotics systems that enable industries to plan, make, move, and maintain with minimal human intervention. We invest across three pillars: New Industrials that industrialise what has never been industrialised before, Industrial Challengers that rebuild century-old incumbents at a cost and speed they cannot match, and Industrial Enablers, the platform layer of software, robotics, and energy beneath every factory, warehouse, and supply chain.

We back founders who create markets rather than take share, who challenge global incumbents with AI-native operations built from the ground up, and who fundamentally reimagine how goods, materials, and work flow through the global economy.