Biostack Platforms
Builds ML-ready healthcare datasets - EHR, imaging, labs, and outcomes — so AI labs and biotechs can train clinical models on data that is actually usable.
Visit →About
Software engineer working on autonomous driving; former head of quant research at a private equity firm. Technical founders deserve technical investors. I back the ones taking on hard problems.
Thesis
- AI models are becoming commoditized. Data and processes will be the new differentiators.
- Energy demand will continue rising, and the rise will accelerate. Alternative energy isn't just about clean energy; it's about meeting demand.
- The cost of producing software is asymptotically approaching zero. The most valuable companies will be those that can utilize software to efficiently solve problems in the physical space.
- Frontier models won't always be cheap or ubiquitously available, and companies who rely on them exclusively are doomed to fail.
- Founders should build for the future, not for today.
Portfolio
Companies I've invested in and believe in.
Mermaid Chart
The team behind the open-source Mermaid project, building a collaborative platform that turns text into diagrams for engineers and teams documenting complex systems.
Visit →Apollo Atomics
Developing compact nuclear reactors for fast, cost-effective deployment — clean baseload power built for surging energy demand.
Visit →Redwood Materials
Closing the loop on the battery supply chain — recycling end-of-life batteries into critical materials and building domestic energy-storage capacity at scale.
Visit →Connect
If you're building something you care about, I'd love to hear about it - at any stage, in any sector, and especially early. No deck or polished pitch required; just tell me what you're working on and why it matters.