Our mission is to advance disruptive innovation and the global digital transformation of the world. Investing, collaborating, and accelerating trajectory
New York City, NY
Joined June 2013
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Trajectory Ventures retweeted
Our Founder and CEO Nick Harris discusses the company's optical networking innovations at AI Infra Summit 2026 and looks ahead to @OpenComputePrj's global summit next month.
@theanalognick @ConvergeDigest @NextGenInfra_io
@AvidThink @WireRoy
Trajectory Ventures retweeted
Fantastic @PrimaryVC Tech Summit talk w/ @UbertiGavin, CEO of @Etched. Deep dive into the next generation of chips & compute AI infrastructure. The problem they set out to solve 4 years ago, and next phase as @Etched begins shipping. “The future is about owning the full stack”.
Trajectory Ventures retweeted
Great to spend time with the @GlobalFoundries team at their event and connect with leaders across the semiconductor and photonics ecosystem.
As we continue working with GF as a partner for our photonic chips, we’re excited about what’s ahead and the opportunity to advance photonics at scale.
Thanks to the team for hosting us and for bringing together so many leaders shaping the future of semiconductor technology.
Trajectory Ventures retweeted
@PatrickTBowen sees an opening the rest of the industry has missed: prefill, not decode, as the place optical compute wins first. That's the bet behind @neurophos . New episode of The Compute 100.
Today's episode is with @PatrickTBowen, CEO of @neurophos. We're thrilled to have him join us for a discussion about his journey from metamaterials to optical computing. Give it a listen!
Trajectory Ventures retweeted
Big shout out thanks to the @PrimaryVC @BSchech @thecompute100 team for hosting a fantastic, and insightful event this morning on AI compute. Great talks on where infrastructure is heading, and financing the future of AI infrastructure 👏👏👏 Great NYC community gathering.
Trajectory Ventures retweeted
Frontier MoE models need massive scale-up clusters, but copper maxes out around 144 GPUs. Expanding to 512+ GPU pods usually requires 130K+ optical fibers, a challenge for costs, supply chains, and reliability.
Bidirectional (BiDi) optics change the game by combining transmit and receive on a single fiber using two wavelengths:
⚡ 50% fewer cables & connectors
⚡ ~15% lower network spend
⚡ 50% fewer passive optical failure points
⚡ Zero compromise on bandwidth or reach
As AI demands larger scale-up domains, BiDi is the path forward and Lightmatter has built it directly into its interconnect portfolio. Read our full analysis: lightmatter.co/resource/one-…
#BiDi #Photonics
Trajectory Ventures retweeted
We’re well on track to grow our team 8x in 2026 as we prepare to bring photonic AI chips to market.
We’ve added new technical leadership, opened our Sunnyvale office and expanded our Austin headquarters.
ALT Neurophos Sunnyvale Office
ALT Neurophos Austin HQ
ALT Nathan Kundtz, Neurophos CTO
Trajectory Ventures retweeted
TrueFoundry is officially an @msPartner! We have been selected for the exclusive, invite-only Microsoft for Startups Pegasus program for high-growth startups.
We’re excited to work more closely with Microsoft as we continue building the infrastructure enterprises need to connect, observe, and govern their AI workloads.
Find us on the Microsoft Marketplace!
🤖 Made with AI
Trajectory Ventures retweeted
As co-packaged optics, photonic fabrics, and 3D integration redefine data center scaling, our Founder and CEO Nick Harris will join fellow industry leaders at the annual @GlobalSemi U.S. Executive Forum to address the future of optical AI infrastructure. @theanalognick gsaglobal.org/events/event/2…
Trajectory Ventures retweeted
What if a robot could take a goal and determine how to achieve it?
Today, we’re introducing Auto-Engineering on GRID.
Robotics has more models, simulators, and hardware than ever. Turning them into working deployments still takes specialized engineering.
For two years, we’ve been building that robotics know-how into unified intelligence GRID - spanning robots, skills, models, and proven approaches.
Auto-Engineering puts it to work by completely automating how robot intelligence is built, tested, and deployed.
Trajectory Ventures retweeted
So excited to see this disruptive robotics infrastructure innovation launch, and to be a part of this journey. Game changing for robotics to truly scale. Congratulations team @genrobotics_ai from team @TrajectoryVC 🙌👏👏👏👏👏🚀
What if a robot could take a goal and determine how to achieve it?
Today, we’re introducing Auto-Engineering on GRID.
Robotics has more models, simulators, and hardware than ever. Turning them into working deployments still takes specialized engineering.
For two years, we’ve been building that robotics know-how into unified intelligence GRID - spanning robots, skills, models, and proven approaches.
Auto-Engineering puts it to work by completely automating how robot intelligence is built, tested, and deployed.
Trajectory Ventures retweeted
Sam Altman just reached the same conclusion Nick Harris did a decade earlier during his @MIT post-doc: light, not electronics, is computing's next leap.
Nick founded Lightmatter in 2017 to build it. By April 2025, Nature published proof: the first photonic AI processor running ResNet, BERT, and Atari like DeepMind.
Full story: l.businessinsider.com/s/vb/I…
Nick's take: lightmatter.co/blog/a-new-ki…
@sama @OpenAI @theanalognick
Trajectory Ventures retweeted
Deleting user data is easy. Proving you deleted it is the hard part so I built Lethe on @truefoundry 's open-source agent harness TrueForge - an AI agent that runs GDPR erasure end to end and hands you a signed certificate, not a claim.
I thank @kunalstwt 's appreciation for this and @WeMakeDevs for organizing this and late due to multiple testing's from my ends to make it very perfect.
Repo-github.com/abhay-codes07/let…
Trajectory Ventures retweeted
Deletion is easy. Proof is hard. Lethe does both - an agent on TrueForge that runs GDPR erasure end to end and hands back a signed certificate. Compliance-grade agents are exactly where this goes next 🔥 . Thanks @Abhay_Rajput007 for building this!
Deleting user data is easy. Proving you deleted it is the hard part so I built Lethe on @truefoundry 's open-source agent harness TrueForge - an AI agent that runs GDPR erasure end to end and hands you a signed certificate, not a claim.
I thank @kunalstwt 's appreciation for this and @WeMakeDevs for organizing this and late due to multiple testing's from my ends to make it very perfect.
Repo-github.com/abhay-codes07/let…
Trajectory Ventures retweeted
Newton Agent with skills are packaged instructions that teach a coding agent how to run a Newton task. Every agent blueprint also has a playground for testing against sample data.
➡️ Python SDK, agent skills, and the playground are all live: docs.archetypeai.app/for-age…
Trajectory Ventures retweeted
Congratulations to our CEO and co-founder, Jeff Cardenas, for being named one of Austin Business Journal’s 2026 Power Players! 👏🦾
We believe Austin is the perfect place to build the future of humanoid robotics. Jeff’s vision has helped put the city at the center of the physical AI revolution. We’re proud to see him recognized alongside leaders shaping the future of Texas innovation and their industries.
Check out the full 2026 @MyABJ Power Player list here:
bizjournals.com/austin/news/…
#humanoids #apptronik #robotics #austin
Trajectory Ventures retweeted
Welcome to Neurophos, Nigel! I'm really excited to be working with you.
Few people have taken a new compute architecture from first principles to product. Nigel Toon has done it before as co-founder and CEO of @graphcoreai, and now brings this experience to our board.
Welcome to Neurophos, Nigel.
Nigel on why prefill is now the hard problem, and why he joined the board: neurophos.com/nigel-toon-opt…
Trajectory Ventures retweeted
AI Infra Summit turns nine this year. It's where the entire industry, representing every layer of the AI stack, converges. Our Founder & CEO @theanalognick takes the main stage on day one for the panel, "Feeding the AI Factory: Solving Data Movement, Memory, and Storage Bottlenecks at Scale." This discussion will tackle the main scaling challenges of AI infrastructure: data movement and memory across chips, racks, and data centers.
#AIInfraSummit
Trajectory Ventures retweeted
Optical computing is not interesting because light moves fast.
Patrick Bowen explains why to our investor Ben Levy of Geometry.
@PatrickTBowen @BenLevy0 @geometryvc
My in-depth, 35 minute conversation about @neurophos's optical prefill accelerator with @PatrickTBowen (CEO).
0:00 - What's a metamaterial?
1:51 - Why should we care about optical compute?
5:47 - Why it's not about the speed of light
7:17 - Optical compute is a graveyard, why is Neurophos different?
12:08 - Free space optics & silicon photonics - what do these things mean?
16:21 - What's the catch?
19:56 - Compute vs memory constraints in inference
24:25 - The Handoff Problem: How difficult is it for customers to integrate specialized/disaggregated accelerators?
26:11 - What will be improved in the metasurface over time?
27:44 - A surprising feature of the semi industry
30:19 - An unexpected customer reaction
31:26 - If Neurophos were to fail, what would the reason be?
33:51 - & what if it succeeds?
@geometryvc is an investor.