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