Backing founders whose technical edge can reshape industries.

I work across AI, AI infrastructure, chips, robotics, drones, defense, space, bio, energy, and software where difficult technical problems become enduring advantage.

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Thesis

Technical edge, made durable.

The companies I like often begin as a precise technical opinion before the market has language for it.

I spend time where software meets physical constraints: AI infrastructure, chips, manufacturing, robotics, aerospace, defense, bio, energy, and data-center scale.

Companies

Selected companies.

A concise map of technical bets across AI, infrastructure, space, autonomy, software, climate, security, and frontier markets.

Rp RephraseGenerative video Raised ~$13M NB NextBillion.aiMaps and routing Raised >$34M Px PixxelHyperspectral space Raised ~$95M Hu HubiloEvent systems Raised >$150M Pi PintuCrypto access Raised >$150M Kl Kalam LabsLearning worlds Seed undisclosed Rt RattleRevenue ops Raised >$30M PD ProjectDiscoveryOpen-source security Raised >$25M Ab AirboundAutonomous drones Raised $8.6M So SolanaCrypto infra Raised >$300M Sb SupabaseDeveloper infra Raised ~$521M Th ThenaCustomer ops Raised ~$5M Mt Mitti LabsClimate and rice Raised ~$3M Sv SarvamSovereign AI Raised $41M Mq MarqoVector search Raised ~$17M Co ComposioAgent tools Raised $25M Us UnslothModel training Seed undisclosed Em EmergentAI app builder Raised ~$100M Aq Aqqrue.aiFinance AI Seed undisclosed Cb CardboardApplied AI Seed undisclosed

Writing

Writing, in time.

Essays and notes, ordered by time, with the full archive one click away.

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