Compute Notes
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Investment thesis
Compute Notes approaches AI as a unit-economics problem, focusing on the infrastructure layers underpinning the intelligent economy. The firm identifies two scaling layers—digital intelligence and physical intelligence—each requiring infrastructure and economic layers. The thesis encompasses AI workload optimization for enterprises, autonomous machines and robotics extending AI into the physical world, and agent-based software and hardware systems. The firm builds conviction positions over long horizons, using ventures like Watt to test theses in real markets before moving to new frontiers.
Source: firm website, verified Aug 6, 2026.
Frequently asked questions
- What sectors does Compute Notes focus on?
- Compute Notes focuses on AgTech, AI & Machine Learning, Data & Infrastructure, Deep Tech, Hardware, Robotics.
Similar investors
Root Ventures is a San Francisco-based deep tech seed fund led by engineers, focusing on leading initial funding rounds for founders pursuing new technical opportunities.
Radical Ventures is a venture capital firm that invests in companies and founders applying artificial intelligence to transform how people live, work, and play.
Promus Ventures is a venture capital firm that backs deep tech founders tackling complex problems to improve daily life worldwide.
McRock Capital is a venture capital firm focused on the digital industrial and Industrial Internet of Things (IIoT) space, backing companies applying AI, machine learning, robotics and data to industrial markets.
Innovation Industries is a Dutch deep-tech venture capital firm that builds and scales technology companies through hands-on, multidisciplinary support.




