Airbus Ventures invests in Bifrost AI to accelerate physical AI by simulating reality.

Each of our Surge 08 founders is inspiring us by their pioneering work and their ability to reimagine their sectors. We caught a glimpse of what the world could look like over the next decade in healthcare, AI, gaming, e-commerce and consumer brands and we’re so excited to partner with them at the start of this exciting journey!

On a recent winter morning in New Delhi, Rajan Anandan and Pieter Kemps were pacing on the floor of a five-star hotel, quizzing a group of over two dozen young startup founders about their goals. One founder set eyes on getting the most downloads in the mobile gaming category. Another pledged to reach an annual recurring revenue of $100 million in a few years.“When you think about how big you want to get, don’t think about $100 million or $200 million in revenue,” Anandan told the gathering, now fully silent.“Doesn’t matter what company you’re building; that’s not thinking big enough at all. There’s no enduring company on the planet that is a $100 million revenue company. An enduring company is one that generates $100 million in free cash flow a week,” he said.The Sequoia partners spent the next two hours walking founders through over a dozen slides, emphasizing that consistent growth over a long period of time — even if not skyrocketing quarter over quarter — can conjure trillion-dollar companies.Undergirding their strong conviction is a bet that India and Indonesia and other markets in South Asia will double and triple their GDPs in the next 10 to 15 years, and the public markets and tech companies stand to take a significantly broader role in that surge.The combined market cap of top-five tech companies in the U.S. is over $7 trillion, contributing to over a quarter of the nation’s GDP