GV

GV

Investment Focus 2026

Applied AI, life sciences, and frontier infrastructure

January 30, 20264 themesView Original

Summary

GV's 2026 themes continue to emphasize technically deep companies across AI, healthcare, and foundational infrastructure. The strongest signal is around products where data advantage and scientific depth create defensible long-term moats.

AI and Data-Driven Platforms

GV remains focused on AI businesses with strong technical foundations and durable data loops.

  • Applied AI in enterprise and infrastructure contexts
  • Data feedback loops that improve product quality
  • Technically defensible product architecture

Healthcare and Biotech Innovation

Healthcare and life sciences continue to be core investment vectors for long-horizon impact.

  • Clinical and healthcare workflow software
  • Biotech platforms and enabling tools
  • Data-centric healthcare infrastructure

Infrastructure and Security

Core infrastructure and security layers remain important as AI workloads and complexity increase.

  • Cloud and developer infrastructure
  • Security controls for modern applications
  • Operational reliability and observability

What Changed in 2026

The focus shifted toward AI systems that perform reliably in production and regulated contexts.

  • Higher demand for production-grade reliability
  • More emphasis on compliance-ready architectures
  • Greater importance of scientific and data defensibility

Freshness & Evidence

As of February 14, 2026

How this VC engages founders

Use this entry point to review how GV engages with early teams.

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Source: GV

Last updated: January 30, 2026

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