Artificial Intelligence
AI-native systems that expand human capability, transform decision-making, and create entirely new ways to work, build, and understand the world.
Investments
Conviction begins
with curiosity.
I partner with exceptional founders pursuing consequential ideas— often before the opportunity becomes obvious.
02
Philosophy
Conviction before consensus
See clearly. Listen closely. Take the long view.
Investing, at its best, is an act of disciplined curiosity. It begins with questions: Why now? What has changed? What does this founder understand that others have missed? The work is to look beyond the prevailing narrative and develop an independent point of view grounded in people, markets, and evidence.
I am drawn to early-stage companies where technical ambition meets a deeply human need. The most compelling opportunities are not simply impressive technologies; they are products capable of becoming indispensable, led by founders who combine imagination with the endurance to build for years.
03
Areas of inquiry
Where curiosity is focused.
These are not rigid boundaries. They are evolving fields where I have developed experience, conviction, and a desire to keep learning.
Healthcare & Biotechnology
Science-driven companies improving access, precision, and outcomes—especially where technology can make care more human as well as more effective.
Deep Technology
Defensible breakthroughs built on hard-won insight, technical depth, and the potential to reshape consequential markets over a long horizon.
Enterprise & Financial Infrastructure
Foundational products that make complex systems simpler, more intelligent, and more useful for the people and institutions that rely on them.
Emerging Frontiers
Ideas at the edge of today’s categories—where shifts in science, culture, and technology reveal markets that are not yet obvious.
04
What I look for
People before patterns
Exceptional founders change the shape of possibility.
Markets matter. Timing matters. But companies are ultimately built by people. I look for founders whose insight is earned, whose ambition is grounded, and whose character strengthens under pressure.
Clarity
A precise understanding of the problem—and a point of view the market has not fully recognized.
Resilience
The stamina to absorb difficult information, adapt without losing conviction, and continue when progress is nonlinear.
Velocity
An uncommon ability to learn, decide, and translate insight into meaningful movement.
Integrity
The judgment to build trust over time with customers, teams, partners, and the people whose lives the company may touch.
05
Founder partnership
Beyond capital
Useful when it matters.
My aim is to be the kind of partner I would want beside me: curious, direct, steady, and generous with time. That can mean pressure-testing strategy, helping navigate partnerships and capital, connecting the right people, or simply listening when the path ahead is unclear.
The relationship is built for the long term. Founders deserve investors who understand that progress is rarely linear—and who remain thoughtful and constructive through both momentum and uncertainty.
06
Selected experience
A perspective shaped across disciplines.
My investing perspective has been shaped by work across venture capital, healthcare, biotechnology, corporate development, and strategic transactions. Each discipline sharpened a different instinct: how to assess a market, understand risk, recognize inflection points, and support people building through complexity.
I have worked across the investment lifecycle—from developing theses and sourcing opportunities to diligence, transaction execution, and long-term support. The objective remains constant: pair rigorous thinking with genuine partnership.
07
Selected investments
Ideas that became enduring companies.
A small selection spanning technology, consumer experience, cloud infrastructure, and healthcare—each reflecting a different form of category-defining ambition.
Mobility · Technology
Uber
A new layer of urban infrastructure built around convenience, network effects, and changing consumer behavior.
Cloud · Data
Snowflake
A foundational platform for a world in which data becomes central to how every modern organization operates.
Consumer · Hospitality
Blue Bottle Coffee
A category-defining brand that paired uncompromising product quality with a distinctly thoughtful customer experience.
Healthcare · Biotechnology
HistoSonics
A meaningful advance in non-invasive treatment built at the intersection of clinical need, engineering, and precision.
08
Case study
Blue Bottle Coffee
When the experience is the product.
Blue Bottle stood out because it understood something larger than coffee. It recognized that quality, ritual, design, and hospitality could combine to create a brand people would actively choose to make part of their lives.
The investment reflected a belief that exceptional consumer companies are built through coherence. The product, physical environment, service, and visual identity all reinforced the same promise: care in every detail.
That lesson continues to inform how I evaluate founders. The most durable brands do not simply sell something better; they make customers feel the difference—and build trust by delivering that feeling consistently.
“Category-defining companies often begin by turning an ordinary experience into something people value differently.”
09
Perspectives
Notes on investing
Ideas worth examining.
Short previews from an evolving collection of essays about founders, technology, conviction, and the responsibility of investing early.
Why the Best Founders See the Future Differently
A reflection on earned insight, independent thinking, and the difference between following a market and understanding why it must change.
Read the previewBeyond AI: Investing Toward General Intelligence
Why the most consequential opportunities may belong to companies building toward deeper reasoning, adaptability, and genuinely intelligent systems.
Read the previewThe Human Side of Venture Capital
Capital matters, but enduring partnerships are built through trust, empathy, intellectual honesty, and usefulness when the path becomes difficult.
Read the preview10
An open conversation
Building what comes next
Good ideas become more powerful when shared.
If you are building at the intersection of deep insight and meaningful impact, I would be glad to learn what you see—and why you believe now is the moment to build it.
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