Investment thesis.
The common thread is ownership, compounding, and applied AI that changes how businesses actually run.
AI-first companies with unusual leverage, real margins, and room to compound without permanent external capital. I like businesses where software changes the cost structure, but the company still has clear commercial gravity from day one.
Applied intelligence in real operating environments where integration is hard and the payoff is tangible. These are companies that turn messy physical workflows into repeatable systems with measurable operational value.
AI first businesses that go beyond incremental efficiency gains and rebuild how specific industries operate. These companies rethink legacy workflows and business processes from first principles, with the ambition to become the system of record, system of action, or system of intelligence for their market.
Products where taste, identity, and community become genuine sources of defensibility and demand. The best versions do not just acquire customers; they create belonging, habit, and earned distribution.
Durable, overlooked businesses in proven markets that can be rebuilt and compounded through owner led execution, operational discipline, and AI enabled P&L improvement.
A category for exceptional founders and businesses strong enough to change my prior assumptions. If the founder-market fit, velocity, and strategic insight are unusually strong, I leave room for conviction outside the predefined map.