FOUNTAIN VENTURES
FOUNTAIN VENTURES · SILICON VALLEY & SHENZHEN

We accelerate Physical AI founders from 0 → 1

Seed capital, a build platform, and the supply chain behind it.

OUR THESIS
01AI-Native Hardware + AI-Enabled Hardware
02Physical-World Data + Robotics Foundation Models
03General-Purpose Robots + Deployment at Scale
TWO NETWORKS, ONE LOOP

We connect the US-based frontier founder network to the world's advanced supply chain.

Silicon ValleyFOUNDERS · LABS · VCS ShenzhenT1 CHAIN · PRODUCTION PLATFORM STANFORD · BERKELEY UCLA CMU PENN NYU MIT · HARVARD HONG KONG TAIWAN SINGAPORE
NETWORK 01 · FOUNDERS

Frontier founders, found first

STANFORD · BERKELEY · MIT · HARVARD · CMU · PENN · NYU · UCLA
Silicon ValleyFOUNDERS · LABS

Sourced from the frontier campuses, the AI labs and the SF robotics and hardware community, anchored by a Bay Area operations hub. Product definition and PMF are settled here before anyone cuts metal. Explore the community →

NETWORK 02 · SUPPLY CHAIN

10× faster, 10× the value

SHENZHEN · HONG KONG · TAIWAN · SINGAPORE
ShenzhenT1 CHAINTAIWANHONG KONGSINGAPORE

Parts the same day, prototypes in weeks, at Shenzhen cost. 250 component makers on our supply chain map and 500+ factory partners, all in one city. Founders build fast alongside the industry, then take the product back to the Bay Area. See the map →

FOUNDERS ↓ CHAIN  ·  PRODUCT ↑ SF
FOUNTAIN VENTURES

One platform. Two ways we invest.

THE INFRASTRUCTURE UNDERNEATH

Physical AI House in SF & Shenzhen is where the build sprint happens — resident desks, a prototype floor, and 500+ factory and supply-chain partners for sampling, tooling and delivery assurance.

PHYSICAL AI HOUSE · SHENZHEN · SF
RESIDENT BUILD DESKS
PROTOTYPE FLOOR
THE SPRINT · SF → SHENZHEN → SF
PHASE 1

Define

San Francisco

Product definition and PMF locked — model fit, market fit and manufacturing fit — before anyone cuts metal.

PHASE 2

Build

Shenzhen

Sampling, tooling and EVT on the T1 chain, run out of Physical AI House alongside the sourcing desk.

PHASE 3

Raise

Back in San Francisco

Demo Day to leading Bay Area VCs and growth-stage funds, then on toward mass production.

PORTFOLIO

Five companies, and where each one stands.

Stage is the build stage, not the funding stage — where the hardware actually is today. Hover a card for the company.Tap a card for the company.

SEED · 0→1 · PHYSICAL AI

We accelerate the most ambitious Physical AI products and teams.

Rolling review, four batches a year. We reply within one week with a first-call invite or substantive feedback — not silence.

Apply to the Accelerator → Talk to the Studio →