Dive Deep Group invests in the AI and industrial stack underpinning American reindustrialization. The firm backs founders rebuilding the physical base of the American economy: critical materials, domestic manufacturing, defense, energy, and the AI systems that make industrial capacity operate at modern scale.
For twenty years the dominant investable story in American technology was software. The returns were extraordinary and the lessons went deep: marginal cost near zero, capital efficiency, global distribution from day one. Those lessons are now priced in. The next decade looks different.
The binding constraint on American economic dynamism is no longer software. It is the physical base. Rare earth magnets, semiconductors, energetics, propulsion, precision machining, power generation and distribution, industrial robotics, and the materials and processes that make them possible. The United States walked away from most of this capability over thirty years. Rebuilding it is the defining industrial project of the generation.
Dive Deep Group invests at the intersection of that rebuild and the AI systems that make modern industrial capacity possible. The firm seeks founders who understand that the hard part of scale is never the code. It is the facility, the ramp, the yield curve, the supplier, and the offtake. Checks are written early, with conviction, held long, and concentrated.
A concentrated set of direct positions at the intersection of AI, industrial capacity, and national security. These are the companies that anchor how we think about the next decade.
Dive Deep Group is run by Piragash, who currently leads engineering for agentic AI at Amazon and previously held Partner-band roles at Microsoft working on sovereign clouds and SCIFs, product leadership at Meta AI, and built Amazon's video advertising business to over a billion dollars in annual revenue.
The operator lens is the point. Decisions here are made by someone who has shipped into the most demanding environments at Amazon, Meta, and Microsoft, and who reads industrial investments the way an operator reads a new facility: what is the process, what is the yield, what is the ramp, what is the offtake.
We are most useful to founders at the seed and Series A stage working on critical materials, domestic manufacturing, defense technology, industrial AI, or the power and compute infrastructure that modern industry depends on. Open to coinvestment conversations with aligned funds.