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Atreides Management — 2023 Investments

5 investments dated 2023 · listed companies and verified rows first · show all

Mythic AImythic.aiin𝕏Mar 2023✓ verified

Mythic builds analog processing units based on compute-in-memory architecture designed to run AI workloads efficiently in real-world applications.

AI & Machine LearningHardwareSemiconductorsPalo Alto, US

Mike Henry(Founder)inTaner Ozcelik(CEO / Board Member)inSteven Pho(CFO)Dave Fick(Founder)

Co-investorsCatapult VenturesLinse CapitalNew Enterprise Associates (NEA)S3 VenturesDCVC (Data Collective)Lockheed Martin Ventures+16 more

Chain Reactionchain-reaction.ioin𝕏Feb 2023 · $70M

Chain Reaction designs processors, including its 3PU FHE processor, that make fully homomorphic encryption practical for large-scale computation on encrypted data.

CybersecurityHardwareSemiconductors

Alon Webman(Founder)in

Co-investorsGlobal Blockchain VenturesHanaco Venture CapitalBlueRun VenturesExorJVPMorgan Creek Capital

Enfabricaenfabrica.netin𝕏Growth · Jun 2023 · $125MAcquired

Enfabrica develops networking silicon and infrastructure for AI and accelerated computing, using a multi-path switched fabric that connects CPUs, GPUs, and memory endpoints with fault tolerance and load distribution.

AI & Machine LearningData & InfrastructureSemiconductorsMountain View, US

Shrijeet Mukerjee(Director)Rochan Sankar(Founder)inShrijeet Mukherjee(Founder)in

BoardGavin Baker(Director)inStefan Dyckerhoff(Director)

Co-investorsAlumni VenturesBasecamp FundCastor VenturesCisco InvestmentsProsperity7 VenturesSamsung Catalyst Fund+7 more

Sesamesesame.comin𝕏Oct 2023

Sesame builds personal voice AI agents capable of natural conversation, along with hardware devices designed to make them more effective.

AI & Machine LearningConsumerDeep TechHardwareSan Francisco, US

Brendan Iribe(Founder)inAnkit Kumar(Founder)inRyan Brown(Founder)inNate MitchellinAngela Gaylesin

Co-investorsAndreessen HorowitzMatrixSequoia Capital7percent VenturesA*Abstract Ventures+23 more

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

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Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.