Dave MunichielloDave Munichiello

Former US Army captain and helicopter pilot. Early executive at Kiva Systems (autonomous warehouse robots, grew to $120M revenue, acquired by Amazon → became Amazon Robotics). This gives him rare hardware/robotics domain expertise among VCs. Managing Partner at GV. Deploys ~$1B annually, ~50% of 2025 investments target AI. 50+ AI companies in portfolio. Key investments: SambaNova (AI hardware), Lightmatter (photonic computing), Modular (AI compilers), GitLab (IPO). For hardware founders: Munichiello literally built and sold a robotics company before becoming a VC — one of the few GPs who understands hardware margins, BOM, and factory ops from the inside.