The Long-Term View: Why Id4 Ventures Bets on Breakthroughs, Not Shiny Things
So proud to see our longtime bets taking shape.
From the beginning, we chose Id4 Ventures to focus on fundamental technologies that will truly change
our lives and economy, and not to chase the next shiny, transient trend.
Building Deep Tech is hard
Our job is to lighten that pain for our founders—to provide the moral and financial conviction to be there when others doubt. This is only possible thanks to the long-term trust and support of our incredible LPs. Nothing would be possible without you.
Our Thesis in Action: Six Years of Generational Shifts
Six years ago, we began investing with the conviction that AI would be a generational shift, requiring an
entire technological infrastructure rebuild and entirely reshaping industries.
Today, we are seeing that deep thesis materialize with companies like:
- Gensyn AI: Building the computational backbone for a decentralized AI future. (Series A led by a16z, > 50M transactions in 5 months on the testnet)
- Pathway: launching a new “post-transformer” architecture that paves the way for autonomous AI. (https://arxiv.org/abs/2509.26507)
But our conviction goes beyond AI infrastructure, touching human impact and new frontiers:
- Saving lives with ThinkSono
- Automating scientific R&D with Lumi Systems
- Pioneering durable manufacturing with Tetmet
The Next Chapter: The Space Economy
For the past two years, we've begun writing a new chapter based on the same philosophy, backing foundational
players in the emerging Space Economy:
- Orbital Paradigm : Seamless logistics from Space to Earth
- Gama : The most effective way to deorbit.
To all our founders: We can't appreciate enough the sacrifices and sheer grit you take on every day. You are
the real stars. We will always strive to be worthy of your trust and partner with you to improve our world.
The real stars
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