The global economy is facing a structural crisis, a projected 85 million worker shortfall by 2030 that represents $8.5 trillion in unrealized GDP. The threat is both economical and social

At Melkor Capital, we offer high-conviction deals with the companies building the machines that will transform our civilization. We are backing the forerunners of embodied AI, teams like Apptronik, Psyonic, Skild AI, Agility, and other Promethean inventors, as they transition robotics from archaic, caged automation to general-purpose humanoids capable of navigating human-centric environments

Our thesis targets companies with proprietary monopolies and strategic partnerships with industry leaders like Google DeepMind, Nvidia, Amazon or NASA

We are positioning for a generational shift where labor is no longer a variable operating constraint, but a flexible, high-margin asset capable of 22-hour autonomous operations. As the marginal cost of physical labor trends toward zero, the shift to a non-biological robotic workforce isn't just a technological milestone; it's the most significant capital reallocation opportunity of the century