Konvoy is a thesis driven investment firm.
Konvoy’s Weekly Newsletter:
Your go-to for the latest industry insights and trends. Learn more here.
©KONVOY, 2025.
DisclosuresKonvoy’s Weekly Newsletter:
Your go-to for the latest industry insights and trends. Learn more here.
©KONVOY, 2025.
DisclosuresDeep Tech VC driving progress at the intersection of science and technology.
Konvoy backs founders turning advanced research into scalable innovation and long-term value.
Deep Tech
Consumer Platforms
Invested:
October 2025
Location:
To be announced
Remote forestry operations
Stealth
Deep Tech
Consumer Platforms
Invested:
September 2025
Location:
San Francisco, California
tscircuit is building a code-based EDA solution to bridge the gap between software and hardware engineers.
tscircuit
Deep Tech
Consumer Platforms
Invested:
May 2025
Location:
To be announced
Web-based OS
Stealth
We back technologies that create real change and open entirely new markets.
Deep Tech builds lasting impact through research-driven process.
These ventures reflect our focus on scalable, science-based innovation.
We’re also open to other Deep Tech fields.
Stay updated with the latest Deep Tech VC blog posts and newsletters from Konvoy, featuring insights on emerging technologies, scientific innovation, and investment trends shaping the future of Deep Tech.
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Newsletter
Jun 4, 2021
The shift towards more scalable mobile distribution channels
Newsletter
Feb 26, 2021
NFTs are changing the way gamers view their assets
The transition ahead with AI automation’s impact will be difficult for certain pockets of the job market. People will definitely lose jobs (some already have), and unlike past waves of automation, this one could reach further into higher-paying, white-collar roles than previous technology advances have in the past. That said, there is a reason for optimism when it comes to AI’s long-run impact on work. In the past, technologies that made workers more productive ultimately benefited the broader economy and improved living standards. We believe that pattern is going to continue, bringing a net-positive impact on the economy and the jobs market.
AI-powered content feeds like Meta’s Vibes and OpenAI’s Sora are changing the way people discover and share creativity online, opening up new creative tools and opportunities for personal expression. At the same time, it is no longer enough to watch these changes happen. We need to confront, question, and challenge how they are reshaping engagement itself and dictating which interactions survive. Those who fail to study how these technologies evolve will be blind to both their disruption and the consequences that come as they dominate everyday life across almost every facet of society.
Oura’s explosive growth, reflected in its $875m Series E and rapid sales acceleration, and Whoop’s continued focus on high-performance athletes underscore the rapid evolution and investor enthusiasm in consumer health hardware. But what is most remarkable is how emerging technologies like on-device AI and XR interfaces are pushing wearables beyond fitness into realms of personalized wellness, privacy, and longevity; this signals how the lines between entertainment, health, and daily life continue to blur, with lessons for how tech can drive real engagement and behavior change both in and out of game worlds.
LatAm's location-based gig economy has seen rapid growth since the early 2010s, fueled by the spread of ride-hailing services and delivery apps across major markets. The pandemic drove further expansion in delivery services while ride-hailing briefly faltered. In recent years, intra-regional migration has provided a steady influx of gig workers, increasing service affordability and overall adoption. Looking ahead, we expect the gig economy in LatAm to see continued growth — not just in transportation and delivery but also in new service sectors and supporting businesses geared toward the unique needs of LatAm gig platforms and their workers.
Holding companies are not inherently good or bad, they are simply a tool. Throughout history, they have been used in different ways to achieve different goals. At first, holding companies were set up to get around the regulatory limitations of operations across state lines, even for businesses that aimed for centralized management. Over time, holding companies became a legal instrument for tax efficiency (or skirting) and extreme financial leverage, which eventually brought on their first downfall. Buffett and Munger through Berkshire Hathaway then pioneered the decentralized and highly autonomous holding company strategy that many have tried to emulate to this day (including Google and other tech companies).
The transition ahead with AI automation’s impact will be difficult for certain pockets of the job market. People will definitely lose jobs (some already have), and unlike past waves of automation, this one could reach further into higher-paying, white-collar roles than previous technology advances have in the past. That said, there is a reason for optimism when it comes to AI’s long-run impact on work. In the past, technologies that made workers more productive ultimately benefited the broader economy and improved living standards. We believe that pattern is going to continue, bringing a net-positive impact on the economy and the jobs market.
AI-powered content feeds like Meta’s Vibes and OpenAI’s Sora are changing the way people discover and share creativity online, opening up new creative tools and opportunities for personal expression. At the same time, it is no longer enough to watch these changes happen. We need to confront, question, and challenge how they are reshaping engagement itself and dictating which interactions survive. Those who fail to study how these technologies evolve will be blind to both their disruption and the consequences that come as they dominate everyday life across almost every facet of society.
Oura’s explosive growth, reflected in its $875m Series E and rapid sales acceleration, and Whoop’s continued focus on high-performance athletes underscore the rapid evolution and investor enthusiasm in consumer health hardware. But what is most remarkable is how emerging technologies like on-device AI and XR interfaces are pushing wearables beyond fitness into realms of personalized wellness, privacy, and longevity; this signals how the lines between entertainment, health, and daily life continue to blur, with lessons for how tech can drive real engagement and behavior change both in and out of game worlds.
LatAm's location-based gig economy has seen rapid growth since the early 2010s, fueled by the spread of ride-hailing services and delivery apps across major markets. The pandemic drove further expansion in delivery services while ride-hailing briefly faltered. In recent years, intra-regional migration has provided a steady influx of gig workers, increasing service affordability and overall adoption. Looking ahead, we expect the gig economy in LatAm to see continued growth — not just in transportation and delivery but also in new service sectors and supporting businesses geared toward the unique needs of LatAm gig platforms and their workers.
Holding companies are not inherently good or bad, they are simply a tool. Throughout history, they have been used in different ways to achieve different goals. At first, holding companies were set up to get around the regulatory limitations of operations across state lines, even for businesses that aimed for centralized management. Over time, holding companies became a legal instrument for tax efficiency (or skirting) and extreme financial leverage, which eventually brought on their first downfall. Buffett and Munger through Berkshire Hathaway then pioneered the decentralized and highly autonomous holding company strategy that many have tried to emulate to this day (including Google and other tech companies).
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