Theses

At Kensho, we invest in transformative technologies that redefine industries and shape the future. Our key focus areas include:

1. AI as a Catalyst for Change in Underserved Industries
Artificial Intelligence is driving innovation in sectors like insurance, energy, and traditional manufacturing, which have been digitally underserved. We invest in startups with strong B2B sales, scalable products, and lasting integration into corporate tech stacks. Our goal is to back companies that reshape these industries by providing essential infrastructure, similar to the suppliers of tools during the Gold Rush.

2. Navigating the Evolving Landscape of Geopolitics and Security
The global security environment is rapidly changing, heightening the need for advanced defense technology and cybersecurity solutions. Kensho targets startups that address vulnerabilities in both physical and digital infrastructures, including AI-powered threat detection, encryption advancements, and autonomous defense systems. We focus on companies positioned to capitalize on increasing defense budgets and the evolving challenges of security, whether in defensive or strategic offensive capacities.

3. Breaking Boundaries in Computation: Beyond Moore’s Law
As we approach the physical limits of classical computing, Kensho invests in groundbreaking technologies that transcend current computational barriers. Our interests include quantum computing, edge computing, neuromorphic computing, and alternative computing architectures. These innovations promise to solve complex problems that were once insurmountable, unlocking new markets and reshaping industries through unprecedented computational power.

For a more in-depth look at our theses, we encourage you to read our blog post, which provides detailed insights into each one.