Investment thesis

Five convictions we'll spend the next decade on.

These are the long-horizon ideas guiding our capital and our partnerships. Each one maps to a category we're actively building inside.

AI moves from feature to foundation

The interesting AI companies of this decade aren't wrappers — they're rebuilding entire workflows, with vertical depth and proprietary data.

II.

Fintech's second act is infrastructure: stablecoins, embedded credit, programmable money, and the boring middleware that runs the world.

III.

Continuous data, clinical AI, and consumer-grade access are pulling healthcare from acute treatment to lifelong stewardship.

IV.

Logistics, energy, mobility, and buildings are being rewritten by founders who understand both atoms and bits.

The next generation of consumer winners earn distribution and trust before they ever buy an ad.

If your company sits inside one of these, we'd like to know.