AI and robotics are not replacing human ingenuity—they are amplifying it. These technologies are making work smarter, safer, and more efficient, enabling humans to focus on creativity, strategy, and problem-solving. From manufacturing to healthcare, logistics to precision engineering, we invest in companies building the infrastructure for an AI-driven future where intelligent machines augment human capabilities rather than replace them.
Over 40% of Draper-backed ventures focus on AI, ML, and robotics, including Tesla's autonomous driving ($1T+ market cap), Robinhood's algorithmic trading ($88B+ valuation), and cutting-edge companies like Otter.ai, Cruise, and Xanadu AI revolutionizing their respective industries.
40%+
Of Draper portfolio companies leverage AI, robotics, or automation technology
From Lucky Robots making robotics accessible to software engineers, to BioGrip's wireless nerve-machine interfaces enabling thought-controlled robotics, our portfolio companies are pioneering the next frontier of human-machine collaboration.
38.5%
Annual growth rate (CAGR) of the AI robotics market through 2030
The global AI robotics market is projected to reach $124.8 billion by 2030 with a 38.5% CAGR, driven by enterprise automation, autonomous vehicles, and intelligent manufacturing systems transforming every industry.
$124.8B
Global AI robotics market value projected by 2030
We are living through the most significant technological transformation in human history. AI and robotics are not just improving existing processes—they're creating entirely new categories of human capability and economic value. The convergence of AI, robotics, and automation is driving rapid advancements across every industry.
Advanced manufacturing is at the forefront, leveraging AI to improve reliability, efficiency, and scalability in industrial production processes. Robots, which traditionally had to be hard-programmed, can now learn through AI and machine learning, allowing for real-time adaptability and rapid reprogramming. With AI-powered platforms and foundational models for robotics, machines can now understand context, process instructions dynamically, and optimize workflows faster than ever before.
The future isn't human versus AI—it's human plus AI. We invest in technologies that amplify human intelligence, creativity, and capability. AI handles computation, pattern recognition, and optimization while humans focus on strategy, innovation, and complex problem-solving. Companies like Lucky Robots are making robotics accessible to software engineers by decoupling it from traditional complexities, enabling natural language-driven automation.
Revolutionary companies like BioGrip are developing wireless nerve-machine interfaces that connect robotic systems directly to the human body, enabling single-thought control of natural, simultaneous movements. This represents the cutting edge of human-machine integration, where the boundaries between biological and artificial intelligence blur.
We back companies building foundational AI infrastructure, breakthrough robotics platforms, autonomous systems, and human-computer interfaces that push the boundaries of what machines can do while amplifying human potential.
Our AI and robotics portfolio includes category-defining companies including Tesla ($1T+ market cap, pioneering autonomous vehicles), Robinhood ($88B+ valuation, algorithmic trading), Cruise (autonomous transportation), Otter.ai (AI-powered speech recognition), Xanadu AI (quantum computing), Consensus (AI research), Alexi (AI legal tools), Webflow (no-code development), Lucky Robots (accessible robotics), and BioGrip (neural interfaces). These companies collectively represent the future of human-machine collaboration.
We're particularly excited about brain-computer interfaces, general-purpose robotics, AI-powered automation, decentralized AI models, quantum-enhanced machine learning, and intelligent systems that enhance human capabilities. The companies that master the convergence of AI, robotics, and human intelligence will define the next century of technological progress.