Voyager Ventures is betting directly on that shift. According to him, “we launched Voyager in 2021 to invest early in the foundational technology companies for durable economic growth,” said Sarah Sclarsic, co-founder and general partner at Voyager Ventures. She noted that demand for energy, critical materials, advanced manufacturing, and AI-driven physical systems is now being validated at scale. “We are investing in technology companies that create systemic stability in an increasingly volatile world,” she said. Voyager competes with Breakthrough Energy Ventures, Energy Impact Partners, and Construct Capital.