THESIS
WashedVC backs the physical infrastructure AI runs on: energy, manufacturing, and supply chain. These are the three domains where capital is most constrained and leverage is highest.
“The companies that win the AI era will be the ones that solved power, chips, factories, and logistics first.”
WHY NOW
A convergence of policy, capital, and demand is creating the largest infrastructure buildout since the interstate highway system.
Energy
AI data centers will consume 8% of US electricity by 2030, up from 3% today. The grid needs $2T+ in upgrades. Power demand is outpacing supply for the first time in decades.
Manufacturing
Reshoring incentives from the CHIPS Act and IRA are pumping $400B+ into US factory construction. AI-native facilities are the next wave. US factory construction spending has doubled since 2021.
Supply Chain
Geopolitical fragmentation is forcing a full rewiring of global logistics. AI-powered resilience tech is now critical infrastructure. Supply chain disruptions have cost $4T+ since 2020.
The picks-and-shovels opportunity of the AI era is physical. We invest at the intersection of intelligence and atoms, where the next decade of compounding happens.