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San Francisco, CA
Joined June 2009
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Congratulations to @mercor on the $750M Series D.
Brendan, Adarsh, Surya, and the team are building the human expertise layer that trains and evaluates AI. We backed it at the Series B in 2025: the bottleneck in AI was already shifting from compute to judgment.
More true every day.
Almost none of Europe's AI infrastructure is European. Ruben Bryon is building in Helsinki, from the data center up: $100M run rate, cash-flow positive, all on Nordic renewable power.
We led @verdacloud $189M Series B. Watch the conversation or read the Q&A:
emcap.com/thoughts/verda-on-…
Robots have gotten smarter. Now they need to get faster.
A cloud round-trip can take a few hundred milliseconds per decision. A slipping box won’t wait that long.
@rishub_nahar on the latency wall in robotics:
emcap.com/thoughts/robots-th…
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@Carlottasini is inviting investors at @SlushHQ for a private roundtable on one of the hardest questions in AINS: how do you tell real leverage from Mirage PMF?
Going to Slush? Get on the waitlist: platform.slush.org/public/sl…
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A company keeps its customers, pricing, records, and the AI trained on an employee’s work.
What does the employee keep?
@gordonritter's answer: a cognitive passport for human judgment.
Full framework: emcap.com/thoughts/who-owns-…
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Human judgment is becoming one of AI’s most valuable inputs.
Who owns what the system learns from it?
@gordonritter proposes a social contract for the Intelligence Economy in @FortuneMagazine:
fortune.com/2026/11/02/gordo…
An autonomous excavator. An AI-designed therapy. A renewal delivered as a service.
We’re starting to see AI moving from capability to outcomes in the real world. Our October newsletter looks at what it takes to build, price, and sell that shift.
Read it here: emcap.substack.com/p/how-do-…
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Inside @BedrockRobotics' approach to pricing autonomy around the economics of a job site.
October newsletter → emcap.substack.com/p/how-do-…
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The hardest workflows create the biggest opportunities.
A year after our Series A, Casap has 10x’d revenue and works with 100+ financial institutions.
Today, we’re investing again. emcap.com/thoughts/the-harde…
Construction is short on operators. @BedrockRobotics is addressing this shortage with excavators that reason about a job site, moving dirt while they wait for the next truck.
We backed Bedrock in 2025. Now we’re co-leading its $600M Series C.
@jakesaper and @kevinspain on why: emcap.com/thoughts/built-on-…
@GainsightHQ is shifting from SaaS to AINS: from selling renewal software to owning the renewal itself.
@jakesaper joined Josh Schachter on [Un]Churned to unpack the mindset shift, and what founders must do differently to build in an AI world.
Listen here: unchurned.gainsight.com/p/ai…
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More SaaS companies are making the shift to AINS: from selling software to delivering full outcomes.
Considering if this move is right for your company? @jakesaper and @GainsightHQ CEO @chuckganapathi unpack the decisions and early lessons in our latest Q&A: emcap.com/thoughts/selling-t…
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We’ve backed life sciences companies for nearly two decades. Today, @RadicalNumerics' AI designed the first phage ever given to a human patient.
More on our seed investment from June: emcap.com/thoughts/biology-j…
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@Carlottasini’s path to venture started with an exchange year in rural Pennsylvania at 16.
She learned how to thrive in the unfamiliar and to trust her gut, instincts that eventually took her to Silicon Valley. Nearly eight years after joining Emergence, she says she’s pretty sure she’s found the last job she’ll ever have.
More on Fault Lines: youtube.com/watch?v=sFqpbUm1…
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@pacecom has completed 250K+ insurance workflows for Prudential, Newfront & WTW. AI agents doing the work. The shift we predicted in 2024 and why we backed Pace's Series B.
Congrats to @jamiecuffe and team on making the Disruptors 60 Class of 2026!
disruptors60.ai/winners
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Today’s AINS Summit with @jakesaper @Carlottasini and @fikavc is full with hundreds on the waitlist.
We’re working on the questions that get harder as AINS companies scale. Get first notice of our next AINS Summit: emcap.substack.com/
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Open weights are ultimately about choice.
Which model you use. Where it runs. How you customize it. How much control you keep.
@arcee_ai on why giving builders that choice is central to what they're building: emcap.com/thoughts/arcee-ai-…
Stablecoins, instant payments, FedNow, private networks. Which rails will actually define the next era of payments?
Emergence GP @Carlottasini joins Circle’s Nikhil Chandhok + TabaPay’s Rodney Robinson at @TechCrunch Disrupt.
#Disrupt2026
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At the limit, AI-native services companies start to look like insurers. Guaranteeing the outcome and underwriting the risk becomes the business.
@jakesaper in @WIRED →
wired.com/sponsored/story/th…
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Congrats to @genspark_ai on @FastCompany's 2026 Next Big Things in Tech recognition.
The impact of Genspark, and its vision to change the way people work, has been clear from the start. Its AI agent Genspark Claw is dubbed as the first “AI employee,” and empowers users to delegate work through a simple message, execute multi-step tasks across software, and return a finished result.
Read more about Genspark in Fast Company: fastcompany.com/91609818/app…