AI10Ventures
Our thesis

We have four beliefs about where AI is going.

They are not predictions. They are the filters we use to decide who we back.

Belief 01

The next era is agentic. Copilots were a stepping stone.

Most of the value created by AI over the next ten years will accrue to systems that execute multi-step tasks autonomously, not to the chat interfaces that suggest them. Enterprises will buy outcomes, not assistants. We back the teams that have already crossed that line: founders building agents for legal work, financial operations, security, and the long tail of work the last cycle ignored.

What good looks like

Founders who can name the specific workflow their agent replaces, the measurable ROI it delivers, and the data they hold to keep the agent honest.

Belief 02

Infrastructure and governance are the picks and shovels of the agent era.

Every company is becoming an AI company. Almost none of them have the rails to run AI safely, observably, or economically. The next decade rewards the developer-led tools that turn experimentation into deployment: evaluation, observability, governance, optimization. This is where the operating system of enterprise AI gets built.

What good looks like

Founders with deep developer empathy, a willingness to write boring documentation, and a worldview shaped by running infrastructure at scale.

Belief 03

AI is going vertical. Workflows beat models.

Foundation models are now commodities. The lasting companies will be built by founders who go deep into a single industry and earn proprietary data, deep integration, and category authority. Finance, legal, healthcare, insurance, logistics, manufacturing. The next Workday, the next Salesforce, and the next Bloomberg will be vertical AI operating systems. We are looking for the founders who already see this.

What good looks like

Founders with operating scars in the industry they are disrupting, an obsession with a single workflow, and a clear answer to why now.

Belief 04

Critical systems are AI's shadow market.

Agents do not just create new opportunity. They create new attack surface. The platforms that defend infrastructure, identity, and intelligent systems in an agentic world will be among the most important companies of the decade. Israel's depth in security and critical systems gives this thesis the best home in the world: Unit 8200, the academic graph, and an operator network most countries cannot reproduce.

What good looks like

Founders who understand both AI and adversaries, who have shipped real products into hardened environments, and who can articulate the new threats most of the market has not yet noticed.

Why Israel

The next generation of AI infrastructure, cyber resilience, autonomous systems, and enterprise intelligence is being built in Israel.

Not patriotism. Density. Israel concentrates more AI researchers, more cyber operators, and more former unit alumni per square kilometer than any country of its size. Talpiot, 8200, 81, 49, and the academic graph produce a steady stream of technical founders with operating experience most twenty-somethings elsewhere will never get. We invest from inside that graph, not from across the ocean.

This is a thesis, not a claim. We will support exceptional founders wherever they are located.

What we do not fund

We say no to many good companies. Here is how we make it easy on both of us.

If one of these beliefs feels obvious to you, we should talk.