Runway (generative video AI), Luma AI (3D/video AI)
DatologyAI (AI data curation), Chainguard (supply chain security)
At Battery: Splunk (IPO), Netezza (IBM), Chef
AI Agent Relevance
Arguably the single most relevant seed investor for AI agent infrastructure
Amplify was built to be the first check for deeply technical infrastructure founders — this is the entire firm identity
Track record (Datadog, Splunk, Fastly, Temporal) demonstrates proven ability to identify foundational infrastructure companies
Current portfolio includes Modal (AI compute), Temporal (workflow orchestration — directly relevant to agent orchestration), Runway and Luma (AI models)
$400M Fund VI with $300M Select fund for follow-on provides substantial capital
Operating model as a "technical think tank" means deep technical engagement, not just capital