Intelligence is abundant. Physical capacity is not.
The opportunity is to turn breakthrough technologies into real-world capability.
Capitalforwhattheworldmustbuild.
Intelligence is abundant.Physical capacity is not.
Purpose
We invest to turn technological progress into real-world output.
Help make possible what is inconceivable today.
We invest to accelerate the capacity to make, move, power and protect the systems that human prosperity depend.
A future of industrial abundance.
Essential goods are produced and distributed faster, intelligently, and with resiliency to meet urgent demand with abundant supply.
The next wave of AI will be for the physical world.
AI, sensing, robotics and control now make previously unautomatable work feasible.
Bottlenecks decide where value accrues.
Every constraint removed from the physical stack creates a new strategic layer.
Critical-industry demand is durable.
Labor scarcity, fragile supply chains and fragile geopolitics create urgent and persistant demand.
What we back
Enabling layers, not isolated products.
Software-enabled Hardware + Physical Intelligence
Perception, planning, control and robotic machine systems that perform massively useful work.
Sensing + Perception
Inspection and feedback loops that make systems precise and trustworthy.
Connectivity + Communication
Data movement that keeps autonomous machines coordinated and responsive.
Advanced Manufacturing + Materials
Production methods, materials, and architectures that make the factory a strategic advantage.
Power Generation + Distribution
Energy supply chains, power electronics, thermal systems and distribution that enable performance.
Space Infrastructure + Performance
Next Gen space craft, propulsion, awareness and responsiveness to unlock capabilities and value from the final frontier.
Critical Industries
Where accelerating output creates strategic & societal value.
Manufacturing + Supply Chain
Industrial capacity depends on reliable production and resilient suppliers. Automation, advanced materials and new manufacturing processes can close capacity gaps, improve quality and strengthen the supply chains that critical industries depend on.
- Advanced Manufacturing
- Factory Automation
- Supply Chain Resilience
Logistics + Mobility
The movement of goods and people determines how efficiently an economy operates. Autonomy, intelligent coordination and resilient connectivity can relieve labor constraints, lower costs and expand capacity across warehouses, freight networks and transportation systems.
- Warehouse Automation
- Autonomous Mobility
- Fleet Orchestration
Aerospace + Defense
Security and sovereignty depend on the ability to build and deploy sophisticated systems at scale. Advances in autonomy, sensing and propulsion can expand capability, improve resilience and make operations across air, land, sea and space more affordable.
- Distributed Autonomy
- Space Infrastructure
- Propulsion & Power
Energy + Infrastructure
The availability of power and infrastructure sets the pace of industrial growth. Advances in generation, grids and construction can expand capacity, lower costs and accelerate delivery of the physical systems every other industry depends on.
- Generation & Storage
- Grid Modernization
- Construction Automation
Agriculture + Resources
Securing food, water and minerals requires producing more in difficult environments with scarce labor. Robotics, precision sensing and advances in extraction and processing can increase yields, improve efficiency and strengthen supplies of essential resources.
- Field Robotics
- Precision Agriculture
- Resource Extraction & Processing
Science + Health
Scientific progress and better healthcare depend on the capacity to experiment, measure and produce reliably. Laboratory automation, advanced instruments and biomanufacturing can accelerate discovery, improve precision and expand access to diagnostics and treatments.
- Laboratory Automation
- Scientific Instruments
- Biomanufacturing
The decision rule
If this company succeeds, will a critical industry be able to generate greater output — operating faster, safer, more reliably and with greater strategic independence?
In our increasingly polarized world, everyone should be rooting for Output's portfolio companies.
