Jesse Robbins — Portfolio

I invest at the intersection of AI, developer tools, and infrastructure — the picks-and-shovels for building reliable software in the AI era. My focus is on platforms and systems that make developers dramatically more effective: the tools they use to write, ship, and operate software. Earlier investments in security, healthcare infrastructure, and consumer software reflect the same pattern: durable companies build foundational layers that every other product depends on.

Heavybit denotes a Heavybit portfolio company

AI - Tools

  • Continue Heavybit Board — Open-source AI code assistant that integrates large language models into any IDE, giving developers control over their AI-assisted coding workflow.
  • Musical Heavybit Board — Attribution and rights-aware AI infrastructure for media companies working with generative audio and music workflows.
  • Colimit Heavybit Board — AI platform that analyzes and fixes failed CI builds, extracting root causes from log noise and identifying relevant files through deep codebase analysis.
  • Milestone Heavybit — GenAI adoption and ROI platform that helps engineering teams measure the impact of AI tools on productivity, code quality, and development velocity.
  • Vibrant Labs Heavybit Board — Reinforcement learning environments and evaluation infrastructure for long-horizon AI agents, born from Ragas — the leading open-source LLM evaluation framework.
  • Memgraph Heavybit Board — Open-source graph database and early leader in GraphRAG — the essential data layer for AI applications that need relationship-rich context, real-time streaming, and millisecond-latency graph queries.
  • Tonic.ai Heavybit — Synthetic data platform that generates realistic, de-identified datasets from production data for development, testing, and AI model training.

AI - Physical

  • Figure AI — AI robotics company building general-purpose humanoid robots for physical work across industrial, logistics, and home environments.
  • Mobot Heavybit Board — AI-powered mobile app testing platform that uses robotic systems to test applications on real physical devices, ensuring quality across device and OS combinations.
  • Shield AI — AI company building autonomous pilots and intelligent systems for defense aircraft and platforms, enabling military systems to operate effectively in GPS-denied and communication-denied environments.
  • Orion Labs Founder — Voice-first communication platform for field teams and frontline workers, combining the Onyx wearable push-to-talk device with an intelligent agent platform that connects people, IoT devices, and AI across any distance.

Developer Platforms

  • LaunchDarkly Heavybit — Feature management platform that lets engineering teams deploy code without releasing features, enabling controlled rollouts and experimentation at scale.
  • Sanity Heavybit Board — Composable content platform that treats content as structured data, enabling teams to build flexible content infrastructure for any digital experience.
  • Workbrew Heavybit — Enterprise Homebrew platform that gives IT and security teams centralized control over macOS package management while preserving developer productivity.
  • Replicated Heavybit — Platform that enables software vendors to deploy and manage their applications inside customer environments, powering on-prem and private cloud distribution at scale.
  • Gradle Heavybit — Build automation platform that accelerates developer productivity through advanced caching, build scans, and performance optimization for software builds.
  • Radar Heavybit — Developer-friendly, privacy-first geofencing and location data infrastructure powering location-aware experiences for enterprises and startups.
  • Particle Heavybit Board — Integrated IoT Platform-as-a-Service combining developer hardware modules, cellular connectivity, and cloud management for building and deploying connected device products at scale. M&A
  • CircleCI Heavybit — Continuous integration and delivery platform that automates the build, test, and deploy process for software teams.

Infrastructure

  • PagerDuty Advisor — Digital operations management platform that helps engineering teams detect, triage, and resolve incidents in real time. IPO
  • Fastly Advisor — Edge cloud platform delivering fast, secure, and scalable digital experiences through a programmable content delivery network and edge computing. IPO
  • Tailscale Heavybit — Zero-config mesh VPN built on WireGuard that makes secure networking simple, replacing complex network infrastructure with identity-based connectivity.
  • Netlify Heavybit — Web development platform that pioneered the Jamstack architecture, enabling developers to build and deploy modern web applications with Git-based workflows.
  • Unikraft Heavybit — Open-source unikernel platform that builds ultra-lightweight, high-performance virtual machines tailored to run a single application with minimal overhead.
  • LocalStack Heavybit — Cloud development platform that emulates AWS services locally, enabling developers to build and test cloud applications without deploying to the cloud.
  • Blockdaemon Heavybit — Institutional-grade blockchain infrastructure platform providing node management, staking, and API access across multiple blockchain networks.

Security

  • Snyk Heavybit — Developer security platform that helps teams find and fix vulnerabilities in code, open source dependencies, containers, and infrastructure as code.
  • TruSTAR Heavybit Board — Threat intelligence platform that collected, normalized, and operationalized security intelligence across teams and tools to accelerate incident response. Acquired by Splunk in 2021. M&A
  • Conjur Advisor — Secrets management and machine identity platform for DevOps teams, providing secure, policy-based access to secrets across cloud, container, and on-premise environments. Acquired by CyberArk in 2017. M&A

Data & Observability

  • Recce Heavybit Board — Data validation platform that helps data teams review and validate changes to data pipelines before they reach production.
  • Groundcover Heavybit — Cloud-native observability platform using eBPF to provide zero-overhead monitoring of Kubernetes workloads without code instrumentation.

Consumer & Fintech

  • Instacart Advisor — Online grocery delivery and pickup platform connecting consumers with personal shoppers and retail partners for same-day delivery. IPO
  • Eight Sleep — Sleep technology company making smart mattresses and sleep systems that track biometrics, regulate temperature dynamically, and use AI to optimize sleep health for peak performance.

New Frontiers

  • Axiom Space — Commercial space infrastructure company building the world's first private space station and developing commercial human spaceflight capabilities to enable a sustainable space economy.
  • Zymergen — Synthetic biology company that combined machine learning and automated lab systems to engineer microbes for producing novel materials and molecules. Acquired by Ginkgo Bioworks in 2022. IPO