AI Camp: App Layer

In the back half of 2024, we invested in nine incredible companies building native experiences in AI, from products that turn designers into coders, to AI for collaboration across massive IT/ERP projects, to the AI-native ‘LinkedIn for gen Z.’

This led us to the App Layer thesis; a doubling down on AI-powered applications and a refinement of that thesis that has pushed us toward the future of work, productivity, automation tools for SMBs, and the overall disruption of antiquated vertical industries.

This cohort is made up of nine teams that are harnessing rapidly improving foundation layer capabilities with purpose built design and architecture; building products that deliver value quickly to a well-defined user profile.