AI-native cash-flow businesses
AI-first companies with unusual leverage, real margins, and room to compound without permanent external capital.
Investment thesis.
Five areas where my attention compounds fastest.
Industrially applied AI and robotics
Applied intelligence in real operating environments where integration is hard and the payoff is tangible.
Frontier biotech
Biology and health businesses where computation changes the rate of discovery and strategic value creation.
Brand and community-driven products
Products where taste, identity, and community become genuine sources of defensibility and demand.
Wildcard
A category for exceptional founders and businesses strong enough to change my prior assumptions.