STORY
Built link by link.
Carbyne Capital is a private-markets investment firm based in Miami and Palo Alto, making primary allocations in the companies behind the AI buildout.
01 · THE NAME
Why Carbyne.
Carbyne is a linear chain of carbon atoms joined by alternating single and triple bonds, a structure that theoretical studies suggest may be among the strongest materials possible. Its strength comes from alignment: each atom in sequence, each bond carrying its share of the load.
The firm takes its name and its mark from it. Each position is built deliberately, and is only as sound as its structure.
02 · WHY THE FIRM EXISTS
Access, judgment, structure.
The companies building the physical layer of artificial intelligence are raising large rounds in private, and their allocations go to investors management already knows. Jason Ben Yair founded Carbyne Capital to earn that standing, and to give investors concentrated exposure to these companies through one clean vehicle per position.
Before Carbyne, Jason was Managing Partner of a private real-estate investment firm, and from 2016 to 2018 he built and operated a power-intensive compute facility in Central Washington: first-hand experience of how physical capacity is financed, built and run. He set Carbyne’s current course in 2024.
The team’s background is in private capital and market infrastructure, where it learned how new markets are built, financed and settled. That experience shapes how Carbyne underwrites: fact separated from claim, risks stated in writing, and commitments sized to what the firm can fund.
03 · TODAY
One position at a time.
Carbyne makes primary allocations across AI and deep tech, space and defense, energy, and robotics, and reads secondary pricing as a signal along the way. The sectors are where we look. The bar is what we buy.
The thesis
Why the AI buildout is one supply chain, and where scarcity forms along it.
Read the thesis →For companies & lead investors
How Carbyne works as a shareholder, and how we come into a round.
Companies & lead investors →