Intelligence & computing
Artificial intelligence, quantum systems, and the hardware that makes new capabilities possible.
INVESTMENT APPROACH
Think beyond the cycle.
Invest in what comes next.
A long-term perspective on private companies building new capabilities and the infrastructure to support them.
OUR PERSPECTIVE
Breakthroughs need
more than an idea.
Technical progress matters when it can become something useful. The investment perspective connects a company's capabilities with its market, its economics, and the people bringing it to life.
Selected personal and indirect investments inform that perspective. New opportunities are considered on their own merits, across frontier technology and beyond.
AREAS OF INTEREST
At the edge of what's possible.
Robotics & human potential
Autonomous systems, humanoid robotics, and new interfaces between people and machines.
Energy & essential resources
Power, storage, and the resources needed to support an increasingly connected world.
Infrastructure & networks
The systems that move goods, connect communities, and support global commerce.
Frontier technology is a starting point. Compelling private company opportunities in other sectors are welcome.
WHAT WE LOOK AT
The idea. The business.
The people behind it.
The problem
A meaningful need, a clear customer, and a reason the company should exist.
The advantage
Technology, insight, or execution that can create a durable difference.
The economics
A credible commercial model, capital requirements, and a path to scale.
The people
Founders who understand their market and the demands of building a company.
THE NEXT INVESTMENT
Building something
that matters?
We are always looking for new private investment opportunities. Introductions from founders and deal partners are welcome.
Submit an opportunity