Inside The Earliest Bets Of The AI Era
This article highlights seven seed investors who backed frontier AI, autonomous systems, and defense technology before the market went all-in on these sectors.Summary
Before OpenAI became a trillion-dollar IPO candidate and AI coding assistants generated billions in revenue, a small group of seed investors had already made their bets on frontier AI, autonomous systems, cybersecurity, and AI infrastructure. The Forbes Midas Seed List tracks these investors who consistently identify technological shifts early. The article profiles seven key investors: Gili Raanan, who invested in Wiz and other cloud security firms; Ali Partovi, who backed Cursor and Kalshi; David Tisch, who built a broad portfolio across fintech and healthcare; Topher Conway, who invested across the AI stack; Ross Fubini, who bet on defense technology early; Sarah Guo, who identified category leaders in frontier models and robotics; and Greg Castle, who focused on "physical AI" before it became mainstream. These investors operated with far less certainty than later-stage investors, underwriting founders and technical insight to identify companies that would eventually reshape industries.
(Source：Forbes)