Where the portfolio could fit.
Invention candidates for materials manufacturers and refiners, the negatives / eval-data license for AI-materials labs, and independent diligence for investors — each company mapped to its best-fit assets and APIs. An illustrative analysis, not a claim of any relationship.
Invention candidates
17Strategics & manufacturers — mapped to their best-fit invention candidates, plus relevant APIs.
Syensqo
Specialty materials — batteries, hydrogen, fluoropolymers, critical-mineral separations
Applied Materials
Semiconductor process equipment & materials engineering
Eaton
Intelligent power management — distribution, power electronics, data-center power
Lam Research
Deposition & etch equipment for advanced packaging and memory
Intel
Logic, advanced packaging & glass-core substrates
Samsung Electro-Mechanics
Advanced substrates, MLCC dielectrics & glass interposers
Absolics (SKC)
First-mover glass-substrate commercialization
Chemours
Performance chemicals & two-phase cooling fluids (Opteon)
Trane Technologies
Thermal management & data-center cooling systems
LiquidStack
Two-phase immersion cooling for data centers
Shell
Immersion-cooling fluids & thermal management
MP Materials
Rare-earth mining, separation & NdFeB magnet manufacturing
Vulcan Elements
US sintered NdFeB permanent-magnet manufacturing at scale
Noveon Magnetics
Recycled sintered NdFeB magnets — fresh $215M
Form Energy
Iron-air long-duration energy storage
Peak Energy
Sodium-ion grid storage
Inlyte Energy
Iron-sodium (Na/FeCl₂) long-duration battery
Supply & feedstock
5Critical-minerals refiners & magnet makers — recovery/separation assets + supply & conversion-routes APIs.
Phoenix Tailings
Zero-waste rare-earth & critical-metal refining from mine tailings
ReElement Technologies
Chromatographic rare-earth & battery-material refining
Ucore Rare Metals
RapidSX™ rare-earth separation — the Strategic Metals Complex
NioCorp Developments
Niobium, scandium, titanium & rare earths — Elk Creek
Nth Cycle
Electro-extraction metal recovery — the conversion-routes twin
Data & eval license
7AI-for-materials labs — the negatives / eval-data license, trust signals, and KG API.
Periodic Labs
AI + autonomous labs for materials & physics — the negative-results thesis
Lila Sciences
Scientific superintelligence & autonomous experimentation
Orbital Materials
AI-designed materials for data-center decarbonization
CuspAI
AI materials discovery — capture & MOFs
SandboxAQ
AI + quantum for materials & chemistry simulation
Radical AI
AI foundation models + self-driving labs for materials
Entalpic
AI for chemistry & catalysis materials
Diligence
10Investors — independent AI-materials & critical-minerals diligence.
OneIM
Multi-strategy, long-horizon investing — AI-materials & critical-minerals diligence
Envisioning Partners
Climate-tech growth investing — AI-materials & critical-minerals diligence
Escape Velocity (EV3)
Frontier deep-tech venture - programmable molecules & intelligence — AI-materials & critical-minerals diligence
Builders Vision
Climate, food & ocean impact capital — AI-materials & critical-minerals diligence
Yamaha Motor Ventures
Strategic deep-tech & mobility venture — AI-materials & critical-minerals diligence
Presidio Ventures
Sumitomo corporate venture arm - deep tech, critical-minerals trading parent — AI-materials & critical-minerals diligence
Andreessen Horowitz (a16z)
American Dynamism / deep-tech venture — AI-materials & critical-minerals diligence
Accel
Multistage technology venture — AI-materials & critical-minerals diligence
Felicis
Multistage technology venture — AI-materials & critical-minerals diligence
Flagship Pioneering
Platform-company creation & life/material science — AI-materials & critical-minerals diligence
Don't see your company? Browse the full portfolio or email nick@latticegraph.com.