Power & infrastructure
Compute demands land, energy, and grid at a scale the last century's infrastructure was never designed for. Data centers now wait years for the power they need.
GIJO CAPITAL · 기조 · 基調
Building the world AI will enter.
The digital mind has outgrown the cloud. Intelligence is stepping off the screen — into factories, grids, buildings, and machines. Gijo Capital is the foundation it lands on.
THE CONVERGENCE
The first AI wave lived on the screen.
Trained on the internet. Chat, copilots, code. Powerful — and already claimed.
The next one steps off it.
Artificial intelligence is taking command of the physical universe — rewiring factories, orchestrating energy grids, managing buildings, streamlining supply chains, driving heavy robotics. But the physical world does not run on code alone. It runs on concrete, steel, power, and silicon.
THE TWO BOTTLENECKS
Every AI needs power.
Physical AI needs to be built.
Advanced manufacturing
Physical AI has to be manufactured — hardware, components, robots, transformers. The machines that make the machines are the scarcest asset of the era.
Whoever owns the bottlenecks sets the tempo of the era.
THE NAME IS THE THESIS
Gijo — 기조, written 基調 — is the underlying keynote that sets the direction of an era. The word reads the same across Korea, Japan, and China: the industrial heart of the physical world. Its two characters are our two tracks.
GI · THE HARDWARE BASE
The heavy, tangible assets we acquire and operate — industrial platforms, built environments, supply-chain hubs — systematically injected with AI until static infrastructure becomes a self-optimizing system.
JO · THE INTELLIGENT WAVE
The native Physical AI companies we back — robotics, spatial computing, smart buildings, cyber-physical systems — building tomorrow's infrastructure from scratch.
ONE FLYWHEEL
Each acquisition becomes a deployment site. Each deployment becomes proof. The assets make the technology real. The technology compounds the assets.
TWO FRONTIERS
Korea knows how
to build at scale.
Ships, steel, chips, batteries, transformers — Korea built the hardware the modern world runs on, at national scale, for seventy years.
Silicon Valley knows how
to scale intelligence.
The models, the capital, and the frontier labs now defining the century.
Gijo Capital stands where they meet.
FOUNDER
Raised on both shores.
Brian Koo
Brian carries the industrial line of the family that founded LG — and a Silicon Valley career spanning Stanford, venture capital, and the founders defining this era. Few sit in both worlds at once. Gijo exists because he does.
HERITAGE
LG founding family — the Koo industrial line
FORMATION
Stanford, BA & MBA
RECORD
Formation 8 — early in Oculus and Coupang
“Choose what others have not yet attempted. Begin with what is essential to people's lives. Once you start, push forward with conviction. And when you succeed, do not stand still. Challenge yourself to something higher, something greater, something harder.”
— Koo In-hwoi, founder of LG
The family principle. Gijo is its next chapter.
THE BOARD
The company we keep.
Gijo is built alongside the people who shaped Silicon Valley, Stanford, and American public life.
John Hennessy
Chairman of Alphabet · former President of Stanford
Daniel Okimoto
Founder, Silicon Valley Japan Platform · Co-founder, Shorenstein APARC · Professor Emeritus, Stanford
Christopher Nguyen
Chairman, Industrial AI Federation · Board, AI Alliance
Bill Bradley
Former U.S. Senator, New Jersey · Rhodes Scholar
THE INVITATION
The future is physical.
We are building its foundation.
Not another fund. An industrial family for the machine era.
contact@gijo.capital