Energy, water, and industrial infrastructure form the physical backbone of modern civilization — yet much of it was designed for a world before distributed renewables, real-time data, or AI-enabled operations. As global grids face pressure from electrification, climate volatility, and decentralized generation, the opportunity to rebuild the world’s critical systems has never been larger. We believe the next wave of platform companies will unify data, prediction, and automation across energy, utilities, and the built environment.

1. Energy & Utilities Management

Energy and water networks are entering a generational modernization cycle. Distributed assets — from rooftop solar and battery storage to EV fleets and microgrids — are creating unprecedented complexity at the edge of the grid.

We see an enormous opportunity for software and AI to orchestrate this complexity through real-time optimization, prediction, and coordination.

The convergence of decarbonization, electrification, and autonomy represents a multi-trillion-dollar reset of how the physical world operates. Governments and private utilities are spending aggressively on modernization, while advances in AI, computer vision, and embedded systems make automation both cost-effective and scalable.

We believe the companies that will define this era will build the connective tissue between physical infrastructure and digital intelligence — creating safer, cleaner, and more resilient systems for the decades ahead.

Opportunities include:

• Real-time grid pricing and demand-side response: Market infrastructure that dynamically adjusts prices and usage based on real-time supply and demand, creating software primitives for energy marketplaces.
• Distributed Energy Resource Management Systems (DERMS): Real-time orchestration across solar, wind, batteries, and demand response assets at grid or community scale.
• AI-driven outage prediction and response: Platforms that integrate weather, sensor, and grid data to anticipate failures and dispatch maintenance autonomously.
• Load balancing and EV charging APIs: Middleware for utilities, municipalities, and fleet operators to manage charging, demand response, and energy trading across thousands of distributed assets.
• Energy resilience platforms: Localized microgrid coordination, predictive maintenance, and compliance automation for critical facilities such as hospitals, data centers, and campuses.
• Battery management and optimization platforms: AI-driven orchestration for stationary and mobile energy storage — from utility-scale batteries to EV fleets — maximizing asset utilization and lifespan.
  
  

2. The Built World and Industrial Operations

Beyond the grid, the built world — factories, data centers, transportation hubs, and logistics networks — represents an enormous surface area of inefficiency and risk. Legacy CMMS (Computerized Maintenance Management Systems) are reactive and siloed, while modern AI-driven systems can simulate, predict, and remediate operational events before they impact production or safety.

Opportunities include:

• Next-gen CMMS and digital twins: AI-enabled platforms that simulate manufacturing, mining, and logistics operations to optimize throughput and uptime.
• Industrial observability: Unified visibility into equipment health, environmental conditions, and operator performance across multi-site portfolios.
• Energy-aware automation: Tools that dynamically adjust energy consumption and equipment cycles to minimize cost and carbon intensity.