We invest in people that we respect, trust, admire, and who have set out to build iconic organizations in the most fundamental categories.
PhysicsX Raises USD 135M Series B
PhysicsX ushers in a New Era of AI-Native Engineering and Manufacturing.
read more →Infrastructure Tech
We invest in companies building significant pieces of fundamental infrastructure technology — the enduring platforms that will be widely adopted in the coming years.
A.I. Needs Copper. It Just Helped to Find Millions of Tons of It.
The deposit in Zambia could generate billions, providing minerals crucial to the energy transition.
read more →Eugenia Kuyda
Eugenia Kuyda is CEO & Founder at Wabi. Based in San Francisco, USA.
Sakana AI raises USD 30M
Sakana AI raises USD 30M to develop nature-inspired AI.
read more →Mirko Novakovic
Mirko is CEO & Founder at Dash0. Based in Solingen, Germany.
Philipp Schindler
Philipp is Chief Business Officer at Google and a Founding Limited Partner at July Fund. Based in Mountain View, USA.
Fundamental Industry Transformation
We invest in companies where cutting-edge software is fundamentally changing and improving processes — often in the real world.
Kurt House
Kurt House is CEO & Co-Founder at KoBold Metals. Based in San Francisco, USA.
Sunday Robotics raises $165M
Sunday raised $165M at a $1.15B valuation to accelerate robot deployment and research.
read more →Geospatial Intelligence
The complexity of managing our physical world is increasing exponentially. Geospatial intelligence represents a critical substrate for building advanced action layers that will power fundamental industry transformation.
Tony Zhao
Tony Zhao is CEO & Co-Founder at Sunday Robotics. Based in San Francisco, USA.
Valinor Enterprises raises $54M Series A
An operational holding company for defense and government technology.
read more →Florian Schindler
Florian is a General Partner at July Fund. Based in Berlin, Germany.
Hélène Huby
Hélène is CEO & Co-Founder at The Exploration Company. Based in Munich, Germany.
The European Space Agency chooses The Exploration Company
ESA awards contracts to develop cargo services for the International Space Station.
read more →The Manufacturing Action Layer
As sensor costs plummet, factory data has exploded. We see a fundamental opportunity in the action layer that turns this data into automated, intelligent decisions on the factory floor.
Dash0 Raises $110M
Dash0 raised $110M at a $1B valuation to expand its monitoring platform across the US.
read more →Energy Grid Data
High-quality data is crucial infrastructure to understand the electric grid. We see a unique opportunity in aggregating fragmented data sources into a standardized, API-accessible platform.
World Views, Theses, Analyses
Our investment decisions come from deep conviction built on rigorous analysis of where technology, economics, and talent converge.
More research →