Ventures
How we build, invest in and acquire companies.
The operating model behind the portfolio — for founders considering AI Luminary, and investors evaluating our thesis.
Build
Incubate AI-native companies from an internal thesis, as with Cretos.
Invest
Back category-defining teams that fit the portfolio’s long-term thesis.
Acquire
Bring proven companies into the portfolio’s shared infrastructure and standards.
Investment Thesis
We look for teams building AI-native from day one — not adding AI features to an existing product — solving a problem large enough to matter in a decade.
Future Acquisitions
As the portfolio grows, this page will list the criteria and process for companies joining AI Luminary through acquisition rather than incubation.