Geodesic Capital — Activity | F4

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Geodesic Capital Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Essay

Published thesis essay on AI compute scarcity, inference efficiency, and the companies building constrained infrastructure into economic value.

AI Compute, Scarcity, and the New Infrastructure Stack

Geodesic Capital

geodesiccap.com

Added recently

Investment

Led Katalyst Space's Seed-2 round; the company is building in-orbit satellite servicing infrastructure.

Katalyst Space

Katalyst Space Geodesic Capital

geodesiccap.com

Added recently

Talk

Hosted Geodesic Forum 2026 in Tokyo (Feb 17-19), with 17 Silicon Valley companies and 1,000+ attendees from ~100 Japanese enterprises.

Geodesic Forum 2026 Tokyo

Geodesic Capital

geodesiccap.comFEB 2026

FEB 2026

Essay

Published recap of Geodesic Forum 2026 in Tokyo, covering the convergence of enterprise AI maturity and Japan's rising geopolitical-economic importance.

Geodesic Forum 2026: Two Megatrends Converge

Geodesic Capital

geodesiccap.comFEB 2026

FEB 2026

News

Celebrated 10-year anniversary with approximately $1 billion in AUM across 5 funds and a portfolio of 100+ companies.

10-Year Anniversary — $1B AUM across 5 funds

Geodesic Capital

geodesiccap.comSEP 2025

SEP 2025

New Fund

Closed first close of the Geodesic Alliance Fund at $250M, focused on early-stage deep tech and space companies that strengthen the U.S.-Japan alliance.

Geodesic Alliance Fund — $250M first close

Geodesic Capital

wsj.comJUN 2025

satellitetoday.com

venturecapitaljournal.com

JUN 2025