We put founders at the center of our work.

Earthshot Ventures was early to AI, not as a trend, but as a foundational capability reshaping the economy.

Today, more than 70% of our active portfolio companies have AI at the core of their product. That includes enabling technologies that power next-generation data center infrastructure, innovations that dramatically improve energy efficiency, and AI-native applications built by founders who have deep expertise in their vertical.

We believe AI is not just a software layer, it is a systems-level unlock for productivity and resource conservation. By backing these companies early, we can extend our global network of investors, customers, and talent to help founders move faster.

From our very first check, Earthshot has viewed AI as the platform shift that will drive the biggest venture capital returns for the next several decades.

Today, more than 70% of our active portfolio companies have AI at the core of their products -  companies that are: 

Solving the data center energy puzzle with clean, firm power that doesn’t raise costs for ratepayers,

making AI computing higher performing and more energy efficient, & 

building AI-native vertical applications to reinvent the biggest industries on earth

Today, more than 70% of our active portfolio companies have AI at the core of their products -  companies that are: 

Investments

Aquabyte AI
Food Systems
Series B
Exited
Website
Press
->
Co-investors:
NEA, Softbank, The Nature Conservancy, Costanoa
Ceramic AI
AI / Efficiency
Seed
Active
Website
Press
->
Co-investors:
NEA, Samsung, IBM, Alumni Ventures
Cloover
Energy
Series A
Active
Website
Press
->
Co-investors:
Lowercarbon Capital, Bosch Ventures
Derapi
AI / Energy
Pre-Seed
Active
Website
Press
->
Co-investors:
Emerson Collective, Union Labs, Ubiquity Ventures, SIG, WovenEarth
EarthOptics
Food Systems
Series B
Active
Website
Press
->
Co-investors:
Conti Ventures, Founders Fund, Valor Equity Partners, Bayer, Shell
Emerald AI
AI / Energy
Seed-1
Active
Website
Press
->
Co-investors:
NVIDIA, CRV, Radical Ventures, Salesforce, National Grid, Lowercarbon
Etched
AI / Energy
Series A
Active
Website
Press
->
Co-investors:
Positive Sum, Primary Venture Partners, Soma Capital
Hubble Network
Space
Series B
Active
Website
Press
->
Co-investors:
Swagar Capital, Y Combinator, Pioneer Fund
Kanin Energy
Industrial Decarbonization
Seed
Active
Website
Press
->
Co-investors:
Wollemi, Keiki Capital, WovenEarth
Klim
Regenerative Agriculture
Series A
Active
Website
Press
->
Co-investors:
PNB Paribas, Ponderosa Ventures, Agfunder, Elemental Impact
KoBold Metals
AI / Critical Minerals
Series B
Active
Website
Press
->
Co-investors:
T. Rowe Price, a16z, Breakthrough Energy Ventures, Equinor, Standard
Lilac Solutions
Critical Minerals
Series B
Active
Website
Press
->
Co-investors:
T. Rowe Price, Breakthrough Energy Ventures, Lowercarbon, WovenEarth
Mariana Minerals
Critical Minerals
Series A
Active
Website
Press
->
Co-investors:
a16z, BEV, Khosla Ventures
Mitra Chem
Battery Technology
Series A
Active
Website
Press
->
Co-investors:
GM Ventures, Social Capital, Fontinalis, WovenEarth
MOLG
Robotics
Series A
Active
Website
Press
->
Co-investors:
Closed Loop, Amazon, New System Ventures, HSBC, ABB, Microsoft, Elemental Impact
Noteworthy AI
Energy Infrastructure
Seed
Active
Website
Press
->
Co-investors:
Keiki Capital, Techstars, C2 Ventures, Avesta Fund, City Light Capital
Parade AI
Logistics
Note
Exited
Website
Press
->
Co-investors:
i Squared Capital, Menlo Ventures
Planet FWD
Food Systems
Seed
Active
Website
Press
->
Co-investors:
Congruent, Precursor, Emerson Collective, Elemental Impact
Sunstone Credit
Energy
Series A
Active
Website
Press
->
Co-investors:
Greenbacker, Grotech Ventures, Cross River Digital Ventures
SuperCircle
Circular Economy
Seed
Active
Website
Press
->
Co-investors:
Foundry, Ulu Ventures, BBG, Wireframe, Elemental Impact, Radicle Impact
Toucan Protocol
Carbon Market
Note + Warrant
Exited
Website
Press
->
Co-investors:
Union Square Ventures, Obvious Ventures, MCJ Collective, IDEO CoLab
Tread Technologies
Logistics
Series A-2
Active
Website
Press
->
Co-investors:
Crosslink Capital, Techstars, Ridgeline Ventures, FJ Labs, Real Ventures
Unlimited Industries
AI / EPC
Seed
Active
Website
Press
->
Co-investors:
Andreessen Horowitz, CIV
Vaulted Deep
Carbon Removal
Seed
Active
Website
Press
->
Co-investors:
Prelude, Lowercarbon Capital, Collaborative Fund, WovenEarth
Vibrant Planet
Wildfire
Seed
Active
Website
Press
->
Co-investors:
Ecosystem Integrity Fund, Grantham, Elemental Impact

Recent
Investments

Aquabyte AI
Food Systems
->
Series B
Exited
Website
Press
Ceramic AI
AI / Efficiency
->
Seed
Active
Website
Press
Cloover
Energy
->
Series A
Active
Website
Press
Derapi
AI / Energy
->
Pre-Seed
Active
Website
Press
EarthOptics
Food Systems
->
Series B
Active
Website
Press
Emerald AI
AI / Energy
->
Seed-1
Active
Website
Press
Etched
AI / Energy
->
Series A
Active
Website
Press
Hubble Network
Space
->
Series B
Active
Website
Press
Kanin Energy
Industrial Decarbonization
->
Seed
Active
Website
Press
Klim
Regenerative Agriculture
->
Series A
Active
Website
Press
KoBold Metals
AI / Critical Minerals
->
Series B
Active
Website
Press
Lilac Solutions
Critical Minerals
->
Series B
Active
Website
Press
Mariana Minerals
Critical Minerals
->
Series A
Active
Website
Press
Mitra Chem
Battery Technology
->
Series A
Active
Website
Press
MOLG
Robotics
->
Series A
Active
Website
Press
Noteworthy AI
Energy Infrastructure
->
Seed
Active
Website
Press
Parade AI
Logistics
->
Note
Exited
Website
Press
Planet FWD
Food Systems
->
Seed
Active
Website
Press
Sunstone Credit
Energy
->
Series A
Active
Website
Press
SuperCircle
Circular Economy
->
Seed
Active
Website
Press
Toucan Protocol
Carbon Market
->
Note + Warrant
Exited
Website
Press
Tread Technologies
Logistics
->
Series A-2
Active
Website
Press
Unlimited Industries
AI / EPC
->
Seed
Active
Website
Press
Vaulted Deep
Carbon Removal
->
Seed
Active
Website
Press
Vibrant Planet
Wildfire
->
Seed
Active
Website
Press