Sameer Nanda
Angel investor and advisor focused on deep tech, agentic AI, and the physical-world constraints that software can't abstract away.
I spent three decades building systems at scale, from systems software at NVIDIA to cloud and operating systems at Google. That background shapes how I evaluate companies: I look for what's structurally sound, where the real constraints live, and whether the team understands the difference between a hard problem and an unsolvable one.
The topics I return to most often:
- Agentic AI and the infrastructure enabling it
- Deep tech and physics-constrained markets
- Critical materials and supply chain resilience
- Early-stage investing and founder pattern recognition
I write about what I'm finding across these areas. Analysis of startup cohorts, investment theses, and patterns in how technologies mature.
Previously: Google, NVIDIA. Based in the San Francisco Bay Area.