GFT Ventures Q1 2025 Update

GFT Ventures Fund I - Our Conviction in AI Ecosystem Growth Remains Strong

The landscape of artificial intelligence continues to undergo rapid and profound transformations as we move forward into 2025, with a myriad of recent developments serving to reinforce our long-held convictions about AI’s true potential. In particular, the innovations emerging at the foundation model layer continue to impress, especially the latest open-source developments from DeepSeek, which we believe will spur even faster adoption and even more growth within our industry. We firmly believe that we are still in the “early innings” of the biggest technology disruption we will see in our lifetimes, and fully expect to see more (and likely more rapid) foundation model innovations this calendar year, with a strong push toward even more advanced reasoning/inferencing models, multimodal AI, and ultimately agentic AI. Beyond that, developments in the area of Physical AI (i.e., robotics) are rapidly accelerating and especially interesting to us right now. We are particularly excited about our recent investment in Anywhere Robotics (featured below), which represents the third investment by the Fund in this domain.

As we look forward to the rest of 2025, we are filled with enthusiasm about our deal flow and the opportunities that lie ahead. Our extensive experience in AI and data science—two of the most transformative technological advancements of our generation—continues to provide us with unique insight and a competitive edge in what is rapidly becoming a more crowded market. And with approximately 50% of our committed capital remaining available for deployment, we feel extremely well situated to capitalize on the future investment opportunities we have within our pipeline.

With Gratitude,

Jeff Herbst and Jay Eum

Founding Managing Partners, GFT Ventures

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