Our Investment Thesis

  • The current AI investment landscape is a paradox. While valuations soar, the vast majority of startups are building fragile businesses… simple software "wrappers" on top of existing large language models. These companies lack a defensible moat and are built on an outdated infrastructure that cannot support the future of AI.

    At Bodhi AI Fund, we are highly disciplined. Our investment thesis is built on a high-conviction filter that immediately separates the noise from the signal. We focus exclusively on the intersection of AI and hardware, where true, long-term value is being created.

  • Our unique approach allows us to find and fund the most promising teams.

    • A High-Conviction Filter: We filter out 97% of applicants who are simply building software wrappers. This allows us to focus our due diligence on companies with a clear, defensible advantage.

    • Focus on Real-World Problems: We invest in teams solving tangible, impactful problems for real people… from health tech to industrial applications. We believe the biggest returns will come from solving complex, physical-world challenges with AI, not just building another app.

    • Deep Domain Expertise: With a background in both AI and investing, we possess the specialized knowledge required to evaluate the technical feasibility and market viability of hardware-driven AI solutions.

  • We partner with exceptional founders who are building the future. The ideal Bodhi AI Fund applicant meets the following criteria:

    • AI + Hardware Integration: The company’s core product is a seamless integration of specialized hardware and a powerful AI layer. The hardware is a necessary component, not an afterthought.

    • Minimum Viable Product (MVP) with Traction: We invest in companies with a working product and early evidence of market fit, such as paying customers, significant user adoption, or key partnerships.

    • A Vision to Scale: We seek teams with a clear roadmap for mass production and a deep understanding of the unique supply chain and manufacturing challenges involved in bringing a physical product to market.

Interested in Co-investing?