Research Fellow, AI Compute

Job description

About Primary Primary is a seed-stage venture capital firm dedicated to delivering exceptional support to the founders of transformational businesses. By pairing meaningful investment resources with the largest portfolio impact team of any seed investor, our portfolio companies have reached an industry-best seed-to-A graduation rate. The Select team manages Primary's follow-on investment strategy, deploying additional capital into our highest-conviction portfolio companies. Select diligence depends on a deep, independent view of the markets our companies operate in. About the Role: Primary's Select team is looking for a Research Fellow to develop a rigorous, data-backed view on AI compute demand and the hardware architecture trends shaping it, and to keep that view current as the market evolves. The work feeds live, high-stakes investment decisions, and over time becomes an ongoing intelligence function for the firm. Primary has been investing behind a clear compute thesis since early 2023: every major technology shift requires a rebuild of its underlying infrastructure, and the AI compute buildout is creating rare openings for first-principles entrants across silicon, memory, netw...