Where Is AI Headed? A Look Through Naval Ravikant’s Investment Lens
Using Signals from Naval Ravikant to Mapping the Next AI Frontier
"If you want to see the future, watch where the smartest capital is quietly flowing—not just what’s trending."
🧠 Where Is AI Headed? Follow Naval Ravikant’s Money
He made $100M from Uber. Another $100M from Twitter.
Naval Ravikant is not just a philosopher of leverage and long-term games—he’s also one of Silicon Valley’s sharpest early-stage investors.
He:
Backed iconic companies like Uber, Twitter, Stack Overflow, Yammer, Postmates
Co-founded AngelList, transforming how startups raise capital
Still quietly writes $50K–$500K checks into the boldest ideas in AI, Web3, and biotech
In a world chasing AI hype, Naval’s portfolio offers signal.
So I asked: Where is Naval investing in 2025?
And the answer reveals where AI—and perhaps the future—is heading.
🔍 What Naval Is Betting On
Below are startups that Naval has backed recently, grouped by themes. Together, they form a mosaic of the next frontier of innovation—one that’s less about flashy demos and more about foundational shifts.
🧠 AI, Deep Tech, & Infrastructure
🧬 Health, Biotech, and Broader Infrastructure
📈 What This Signals
Naval’s portfolio isn’t chasing today's AI buzz—it’s leaning into tomorrow’s infrastructure:
Co-pilots → Operating Systems: These aren’t productivity hacks; they’re full-stack shifts in how intelligence interfaces with humans.
Memory, Reasoning, Local Control: A clear focus on AI systems that remember, reason, and run locally—inverting today’s cloud-heavy paradigm.
Open Source Wins: Many of Naval’s picks (Chroma, Nomic, OpenBB, Cal.com) are open-source, suggesting he believes in community-first innovation cycles.
Infra Over Interfaces: While others fund chatbots, Naval’s writing checks to people who are rebuilding the stack.
“Play long-term games with long-term people.” — Naval Ravikant
He’s still playing the long game. And, as always, he’s doing it quietly—but with conviction.