Earth AI

WHAT THEY DO

An AI-driven mineral exploration company hunting the critical minerals behind the energy transition: lithium, copper, nickel, cobalt, and rare earths. It trains on continental-scale geological data to predict where undiscovered deposits lie, then validates them with its own low-footprint, increasingly automated drilling, achieving discovery success rates far above the industry norm at a fraction of the usual cost and time.

Critical minerals supply, US / allies offtake, Federal procurement, Mining majors, Battery / EV supply

WHAT THEY DO

Critical minerals supply, US / allies offtake, Federal procurement, Mining majors, Battery / EV supply

WHY WE INVESTED

We invested because the energy transition runs on minerals the world isn't finding fast enough, while traditional exploration gets more expensive and less productive. Roman Teslyuk, a geologist who taught himself machine learning, built Earth AI to fix the hit rate, pairing AI targeting with its own drilling so it proves deposits rather than guessing at them.

WHY WE INVESTED

IMPACT RELEVANCE

The energy transition is a minerals transition. Earth AI shortens the discovery-to-drill timeline for critical minerals without expanding exploration's environmental footprint, easing the supply-side bottleneck that determines how fast the energy transition can actually scale.

Series B

Feb 2025

USA / Australia

WHAT THEY DO

WHAT THEY DO

WHAT THEY DO

WHY WE INVESTED

WHY WE INVESTED

WHY WE INVESTED

IMPACT RELEVANCE

CO-INVESTORS