README.txt

This page is a filter. If it feels opaque, good.

The first meeting

The business you pitch should be large and difficult. I know it will be expensive to build, I want to know why. Most things die. I want to know if you know how yours does, and whether that knowledge is load-bearing.

What I'm buying

Not the idea. Ideas are cheap.

Not the market. Markets are visible to everyone with a browser.

Not the plan. Plans are stories about a future that doesn't exist yet.

I'm buying the specific configuration of what you know, what you don't know, and what you're going to do about the asymmetry.

The question underneath

Why you. Not why this is big. Not how someone could win. Why you, specifically, will.

"Because I'm smart and will figure it out" is not an answer.

If the answer involves the shape of your own knowledge and its edges—what the money becomes when it enters that specific gap—then we should talk.

Verticals

MeatspaceRobotics, physical devices, immersive experiences, human-in-the-loop systems
Autonomous EverythingAI-native autonomy across software, machines, logistics, and operations
HealthMental, physical, longevity, fertility
DefenseNational security, gov tech, autonomous systems
SpaceLaunch, satellites, in-orbit services, debris, comms
Pharma & BiotechDrug discovery, delivery, trials, diagnostics
NeurotechImplants, non-invasive, therapeutics
EnergyFusion, fission, SMRs, grid, storage
ComputeSemiconductors, photonics, quantum, edge
MaterialsBatteries, composites, metamaterials
Synthetic BioOrganisms as factories—ag, food, industrial
ManufacturingReshoring, automation, additive
ClimateCarbon capture, adaptation, water, food systems

Form & Timing

Form

SoftwareExecution risk, market timing
HardwareExecution + supply chain + capital intensity
Deep TechTechnical risk primary, long timelines
IRL / ServicesOps complexity, regulatory, local dynamics
Platform / InfraNeeds ecosystem to win
Regulated PathwayRegulatory risk primary, defensible once through

Why now

Autonomy arrivesnow – 5 yrs
Loneliness epidemicnow – 10 yrs
Meatspace returnsnow – 10 yrs
AI enablesnow – 5 yrs
Demographic collapse5 – 20 yrs
Energy abundance10 – 20 yrs
Compute cost collapse3 – 10 yrs
Regulatory unlocks3 – 15 yrs
Climate forcingnow – 30 yrs
Bio century10 – 25 yrs
Space commoditizes5 – 20 yrs

Time & Risk

Time horizon

0–3 yrsMarket timing, execution, team velocity
3–7 yrsRegulatory pathway, tech maturation, scaling
7–15 yrsFundamental science bets, platform shifts
15+ yrsCivilization-scale infrastructure

Risk types

TechnicalDoes the physics work?
RegulatoryWill they let you?
Market timingIs the world ready?
TeamCan you execute for a decade?
CapitalHow much money to proof?

Moat types

IP / PatentsMedium durability
Regulatory captureHigh
Talent lock-upMedium
Data / Feedback loopsHigh
Manufacturing know-howHigh
Network effectsVery high

Notes

Some founders are early. Some are misaligned with their market. Some are unstable. I'll talk to all of them. The only scarce resource is time.

Exit shapes

Strategic M&ACompute, materials, pharma, neurotech
IPOSpace, energy, manufacturing, health
Government anchorDefense, space, energy, infra
Infrastructure acquisitionEnergy, compute, space, climate
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