Best investments and exits so far

Portfolio Highlights

5 IPOs and 13 private companies valued at $500M or more so far.

AI - Physical & Defense:
Figure AI, Shield AI
Developer Platforms:
CircleCI, LaunchDarkly, Netlify, Sanity
Infrastructure:
Blockdaemon, FastlyIPO, PagerDutyIPO, Tailscale
Data & Observability:
Kentik

Five have gone public, including PagerDuty, Instacart, and Fastly. I was an early advisor to all three in the early days well before their IPOs.

A more complete list is at jesserobbins.com/invested-in.

About Jesse Robbins

Jesse Robbins invests at the seed stage in AI developer tools and infrastructure. He cofounded Chef and the DevOps movement. Learn more about Jesse.

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