Red Glass Ventures is a newly formed early-stage fund led by longtime Lux Capital general partner Bilal Zuberi that exclusively backs AI x physical world companies—where AI directly touches atoms across autonomy, robotics, industrials, manufacturing, automotive, construction, defense, national security, health, and energy. The fund focuses on formation-stage to Series A investments with high ownership in technically ambitious companies building critical infrastructure, defense-tech, and resilience platforms rather than consumer or SaaS AI plays.