Resilient
Hold a defensive lead in critical emerging industries, and produce them domestically.
Look for the process, machine, or qualification the industry cannot replace.
Thesis
Three theses. One early-stage fund.
Abundant
Create exponential plenty. Shift scarcity in energy, housing, compute, and space productivity.
Look for step-change cost curves and capacity flywheels.
Society
Align incentives for coordination. Upgrade matching, trust, and healthspan — longer, fuller lives at lower cost of care.
Look for a first group of users that pulls the next group in, and a lead that widens because of it.
Examples from the personal book
GP track record, not Fund I.
Personal positions · 2025–2026 · Pre-seed to Series B