Cerulean Ventures | Activity

Essay

Published a 'Physical AI Stack' framework formalizing the firm's focus on structured data and workflow integration over pure model capability in physical-world industries.

The Cerulean Thesis: Open Source AI for the Physical Economy

Cerulean Ventures

ceruleanventures.substack.comJUN 25, 2026

JUN 25, 2026

Essay

Argued that today's energy shortage is best solved with distributed, behind-the-meter resources already available rather than waiting on hyperscaler-driven buildout.

The Fix for the Energy Crunch Today

Cerulean Ventures

ceruleanventures.substack.comMAY 21, 2026

MAY 21, 2026

Investment

Invested in Thallo to embed climate action into any business via Carbon-as-a-Service.

Thallo

Thallo Cerulean Ventures

cerulean.vc

Added recently

Investment

Invested in Meridia to build verifiably sustainable supply chains using GIS technology.

Meridia

Meridia Cerulean Ventures

cerulean.vc

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Investment

Invested in CommonShare to realign incentives in global supply chains using AI.

CommonShare

CommonShare Cerulean Ventures

cerulean.vc

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Investment

Invested in Earthbanc's full-stack approach to the nature-based carbon economy.

Earthbanc

Earthbanc Cerulean Ventures

cerulean.vc

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Investment

Invested in Renoster to enable deep transparency in carbon markets.

Renoster

Renoster Cerulean Ventures

cerulean.vc

Added recently

Investment

Invested in Neutral Labs to enable climate finance infrastructure at scale.

Neutral Labs

Neutral Labs Cerulean Ventures

cerulean.vc

Added recently

Essay

Discussed portfolio company Epoch's approach to climate and supply chain visibility for farmers in emerging economies.

How Natural Intelligence Empowers Farmers in Emerging Economies

Epoch Cerulean Ventures

ceruleanventures.substack.comAPR 30, 2026

APR 30, 2026

News

Hosted an Earth Day 2026 event featuring presentations from seven portfolio company founders on natural intelligence solutions.

Earth Day 2026 portfolio showcase

Cerulean Ventures

ceruleanventures.substack.comAPR 22, 2026

APR 22, 2026

Investment

Invested in LGND.AI, a platform turning Earth observation and remote sensing data into actionable intelligence for ocean and ecosystem protection.

LGND.AI

LGND.AI Cerulean Ventures

ceruleanventures.substack.comAPR 2026

APR 2026

Essay

Argued that measuring ocean and nature data is a prerequisite to regenerating it, tied to the firm's ocean-tech investment thesis.

Charting the Blue Frontier

Cerulean Ventures

ceruleanventures.substack.comSEP 19, 2025

SEP 19, 2025

Investment

Joined WattCarbon's Seed Extension alongside City Light Capital, Tom O'Keefe, and True Ventures, backing AI-powered distributed energy M&V infrastructure.

Watt Carbon

Watt Carbon Cerulean Ventures

blog.wattcarbon.comJUL 2025 prweb.com

JUL 2025

Cerulean Ventures Activity

Published a 'Physical AI Stack' framework formalizing the firm's focus on structured data and workflow integration over pure model capability in physical-world industries.

Team mentored founders at Code for Climate NYC, a climate-focused builder event.

Argued that today's energy shortage is best solved with distributed, behind-the-meter resources already available rather than waiting on hyperscaler-driven buildout.

Invested in Thallo to embed climate action into any business via Carbon-as-a-Service.

Invested in Meridia to build verifiably sustainable supply chains using GIS technology.

Invested in CommonShare to realign incentives in global supply chains using AI.

Invested in Earthbanc's full-stack approach to the nature-based carbon economy.

Invested in Renoster to enable deep transparency in carbon markets.

Invested in Neutral Labs to enable climate finance infrastructure at scale.

Discussed portfolio company Epoch's approach to climate and supply chain visibility for farmers in emerging economies.

Hosted an Earth Day 2026 event featuring presentations from seven portfolio company founders on natural intelligence solutions.

Invested in LGND.AI, a platform turning Earth observation and remote sensing data into actionable intelligence for ocean and ecosystem protection.

Argued that measuring ocean and nature data is a prerequisite to regenerating it, tied to the firm's ocean-tech investment thesis.

Joined WattCarbon's Seed Extension alongside City Light Capital, Tom O'Keefe, and True Ventures, backing AI-powered distributed energy M&V infrastructure.