My VC Portfolio Focus for 2026

I manage Harshith Ventures. My focus for 2026 is clear. AI infrastructure and developer tools.

The AI hype phase is ending. Now we're in the build phase. Companies that ship infrastructure will win.

I'm backing teams building the foundation layer. Data pipelines. Model optimization. Agent frameworks.

Why infrastructure? Because applications layer on top. If the foundation is weak, everything above it struggles.

I'm also looking at developer tools. Developers are the gatekeepers of adoption. If they like a tool, it spreads.

My portfolio includes companies working on:

These are all areas where I see strong momentum. The market is growing. The technology is maturing. The timing is right.

I invest in teams I'd want to work with. That's the bar. Not just good ideas. Good teams.

If you're a founder building in AI infrastructure, I'd love to hear from you.

Connect with me: harshith.vc

Investment focus: infrastructure and tools, not applications.