Applied AI, life sciences, and frontier infrastructure
GV's 2026 themes continue to emphasize technically deep companies across AI, healthcare, and foundational infrastructure. The strongest signal is around products where data advantage and scientific depth create defensible long-term moats.
GV remains focused on AI businesses with strong technical foundations and durable data loops.
Healthcare and life sciences continue to be core investment vectors for long-horizon impact.
Core infrastructure and security layers remain important as AI workloads and complexity increase.
The focus shifted toward AI systems that perform reliably in production and regulated contexts.
Use this entry point to review how GV engages with early teams.
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Last updated: January 30, 2026