Craft Ventures (David Sacks)
David Sacks (co-founder & general partner; White House AI & Crypto Czar Dec 2024–Mar 2026)
Early/growth B2B SaaS and AI-application VC. AI exposure runs through application-layer and AI-infra bets (Glean, Replit, ElevenLabs, CrewAI, Supabase, Horizon3.ai) plus compute/space/defense via SpaceX and counter-drone robotics (Allen Control Systems). Sacks pairs a deregulatory AI/crypto policy stance with a 449-AI-company portfolio flagged for conflicts during his government tenure.
Top holdings
not disclosed — Space/compute. In Craft's current portfolio; Sacks also holds a personal angel position from a 2002 $27M-valuation check (disclosed, not market-weighted — pre-dates Craft's 2017 founding).
AI enterprise search / work assistant. Craft co-led the 2024 Series C — flagship AI-application bet.
not disclosed — Defense robotics / autonomous counter-drone weapons. Craft participated in the $200M Series B at a $2.2B valuation (2025–26).
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Our take
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