The Portfolio
The software layer where silicon intelligence becomes labor. AI-native agents executing knowledge work end-to-end, vertical products replacing entire job functions, and making the question "how many employees do you have?" increasingly irrelevant.
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The foundational layer of the intelligence economy. AI-native marketplaces, financial primitives like derivatives and insurance, enterprise infrastructure, and the energy systems powering a new era of compute.
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Principles
We run on questions, not on answers.
Make others wealthy, our wealth will come.
Practice rigor everywhere, always.
Make it fun particularly when it's hard.
Be long term patient and short term impatient.
Cash flow today creates equity tomorrow.
We look for distribution networks not applications.
Learn by reading everyday, knowledge compounds like interest.
Don't just stay on top of things, get to the bottom of things.
Something not worth doing is not worth doing well.
The Partners
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