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Defined | Shaping the AI Frontier™ のWebデザイン

Defined is a Thesis-First venture capital firm empowering founders shaping the AI Frontier. Investing in AI since 2014, our companies have defined what’s possible from the compute to application layer.

First believers in founders building the AI Frontier™ See the Portfolio The next era of intelligence is being built. We map it. We back what's next. A decade mapping the AI Frontier The most important companies are built before the world knows it needs them. Defined backs those founders first. Next-gen Compute Agent Economy Scalable Infrastructure Full stack for open superintelligence — foundation models, inference platform and superagent. Physical AI Autonomous machines that can do anything humanity wants Next-gen Compute Physical AI Orders of magnitude more energy efficient AI inference Engineered Science Foundation model for small molecule drug discovery Agent Economy AI Agents for insurance intelligence Engineered Science Autonomous AI scientist Physical AI New Frontiers Vision-based navigation for autonomous systems Engineered Science Making plants programmable 30+ partners shaping the frontier together See full portfolio Our compass for defining the frontier Principles over playbooks We invest based on first principles, not pattern-matching. We back map-makers, not followers Depth before hype We look beyond noise. Technical rigor and long-term strategy matter more than chasing the latest buzz Founder as compass The strongest ideas begin with founders who see clearly before others do. We build around that clarity Evolution, not prediction We don’t pretend to forecast the future. We support variation, fast iteration, and adapting to the unknown Read manifesto We've been backing companies for over a decade We bring hands-on, early-stage guidance grounded in shared values and deep industry understanding Meet our team $20B+ Enterprise value created from companies backed Mark Trevitt Founding Partner Sean Brownlee Venture Partner 3 Unicorns, 1 Decacorn Backed 4 Unicorns including 1 Decacorn David Roberts Venture Partner Gautam Chintapenta Investor Network We are proud of our frontier network Explore members 5