Anthropic
Frontier model research and deployment
Selected experience
Conviction across the
AI capital stack.
A representative view of investments, transaction experience, and themes currently under active review.
01 · Selected investments
Capital deployed with
long-term conviction.
Investments completed through Zenos-managed vehicles and attributable investments made by members of the investment team.
Ayar Labs
Optical I/O for accelerated computing
World Labs
World models and spatial intelligence
Enflame
Cloud AI acceleration and computing systems
02 · Investment support & access
Selected transaction
experience.
Companies for which the team has supported investor access, evaluation, or transaction activity. These are not presented as Zenos portfolio holdings.
Glean
Enterprise search and knowledge intelligence
Databricks
Unified data and AI platform
Mercor
AI-enabled talent and workflow infrastructure
03 · Active review
The inference layer
moves into focus.
Representative companies within AI inference infrastructure currently informing our research and opportunity set.
Fireworks AI
High-performance model serving and optimization
Together AI
Inference, fine-tuning, and accelerated compute
Baseten
Production deployment for custom AI models
Groq
Vertically integrated hardware and inference cloud
Active review does not indicate an investment commitment, allocation, transaction certainty, or company endorsement. Portfolio references may include investments made through different vehicles or attributable prior investments and should not be interpreted as a complete track record.