Investment Portfolio
Thesis
I invest where autonomy compounds. I believe in investing into the systems that make businesses run themselves and the rails that help them improve with every cycle of data and usage.
My focus spans three pillars:
Autonomy Enablers (AI agents, robotics, autonomous finance)
Core Infrastructure (compute, data centers, energy)
Resilient Systems (security, observability, self-healing networks).
Together, they form a flywheel:
more automation → more data → better models → more autonomy.
Portfolio

