The Economic Case for Generative AI and Foundation Models
What We Believe
AI represents a generational shift in computing — following in the footsteps of the microprocessor and the internet — and it will deliver commensurate improvements in cost, efficiency, and human productivity.
At CFI Infrastructure, we believe that infrastructure underpins this coming shift just as it does for many other transformational technologies. That’s why we invest in founders and companies building at every level of the stack: from foundation models, core AI systems, and developer tools, to next-gen cloud, data, and security systems.
Investing in the Future of AI Safety and Security.
AI safety and security are paramount as we advance into this new era. At CFI Infrastructure, we prioritize investments in technologies that enhance AI safety and security. This includes supporting companies that develop red-teaming capabilities and other security measures to ensure AI systems are robust and reliable.
+ AI
Investing in Innovation
The stakes are high. The opportunities are profound. Explore our vision for the AI-enabled future.
As AI continues to evolve, its integration with robust infrastructure becomes crucial. At CFI Infrastructure, we are committed to supporting the development of scalable and secure systems that can handle the demands of advanced AI applications. Our investments focus on creating a resilient backbone that ensures seamless AI deployment and operation.
Enhancing Security and Compliance
With the rise of AI, ensuring security and compliance has never been more critical. We prioritize investments in technologies that safeguard data and maintain regulatory standards. By supporting companies that focus on cybersecurity and ethical AI practices, we help build trust and reliability in AI systems.
Featured Articles
The Role of Infrastructure in the AI Revolution
Artificial Intelligence (AI) is heralding a new era in computing, akin to the transformative impacts of the microprocessor and the internet. As AI continues to advance, the importance of robust infrastructure to support this technology cannot be overstated. At CFI Infrastructure, we are dedicated to investing in the foundational elements that will drive the AI revolution forward.
Empowering the Future of AI Through Strategic Investments
Artificial Intelligence (AI) represents a generational shift in computing, promising significant improvements in cost, efficiency, and human productivity. At CFI Infrastructure, we recognize the critical role that infrastructure plays in this transformation. Our mission is to invest in the technologies and companies that will underpin the AI-driven future
Meet the Infra Team
We’re former founders leveraging our know-how to invest in entrepreneurs building at every level of the AI stack: from foundation models, core AI systems, and developer tools, to next-gen cloud, data, and security systems.
Mariel Goldenstein
Mariel graduated with a degree in religious studies from Colorado College. She is heavily involved in Bay Area volunteer efforts and sat on the YAD Executive Board of the SFJCF for 6 years.
Guido Appenzeller
Guido Appenzeller is an investor and focuses on AI, infrastructure, open source technology, and silicon.He previously was the Chief Technology Officer for Intel’s Data Platforms Group (DPG).
Ivan Makarov
Ivan Makarov is a finance and business operations partner on the early stage venture operating team at Andreessen Horowitz, where he supports our portfolio companies on all things finance.
Infrastructure Portfolio
Clerk
Clerk develops a software application to provide a sign-up and sign-in page for any website and profile management. After signing in, users take control of their account security with multi-factor authentication and device management while preventing hacking threats.
Deepmap
DeepMap is a start-up focusing on solving the high definition mapping problem in the self-driving car business. We have top-tier engineers from most prominent universities and software companies and are backed by top-ranked VCs.
Eleven Labs
ElevenLabs is a voice AI research & deployment company with a mission to make content universally accessible in any language & voice. ElevenLabs creates the most realistic, versatile and contextually-aware AI audio, providing the ability to generate speech in hundreds of new and existing voices.
Coactive
Coactive AI is a machine learning platform that unlocks analytics and insights from unstructured image and video data. Coactive AI brings unstructured data and assists analysts in making image and video data useful. Providing unprecedented insights, ease of use, and lightning-fast speeds.
Investment News
Databricks
Databricks is the pioneer of the data lakehouse, a unified platform for data science, machine learning, data engineering, and analytics. Founded by the original creators of Apache Spark™, Delta Lake and MLflow, Databricks is on a mission to accelerate AI innovation and help data teams solve the world’s toughest problems with its industry-leading Databricks Lakehouse Platform.
Convex
Convex is a serverless infrastructure company that has built the global state management platform for web developers. Convex makes it dead-simple to store your app's shared state and sync it everywhere. As a developer, you interact with your shared state using JavaScript or TypeScript functions and bind that state to your reactive app.
Any investments or portfolio companies mentioned, referred to, or described on this page are not representative of all investments in vehicles managed by CFI and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. Exits include current and former CFI portfolio companies which have been acquired as well as companies which have undergone an initial public offering or direct public offering of shares. Further, the list of investments is updated monthly and as such may not reflect most recent CFI’s investments. Past results of CFI’s investments, pooled investment vehicles, or investment strategies are not necessarily indicative of future results.