Strategy
Investing where AI changes lives
We focus on the less capital-intensive layers of the AI stack, where the upside is greatest.
Lay of the land: the AI stack
Services layer Focused here
Palantir, C3.ai, iLearning Engines
Application layer Focused here
Perplexity, Mistral AI, ElevenLabs, Replika
Foundation: LLMs layer
Anthropic, OpenAI, Mistral AI
Infrastructure: Databases layer
Databricks, Snowflake, AWS
Hardware: Semiconductors layer
TSMC, NVIDIA, Intel
Where we invest
Healthy
Longevity · Wellness · Sports
Wealthy
Community · Purpose · Parenting & Family
Wise
Lifelong Learning · Human Capital · Media
The 5 Ps framework
People
The success of any venture hinges on founders' ability to execute, attract top talent and build a winning culture.
Purpose
Businesses aligning economic incentives with meaningful purpose are poised for the most sustainable success.
Product
Category leaders with proprietary, differentiated products that significantly enhance user experiences.
Predictability
Business models with visible growth, scalable operating leverage and recurring revenue.
Potential
Large future markets, significant problems solved, and megatrends providing growth tailwinds.
Foundational themes
Best Data Wins
Advantaged collection of high value data
Time Dividend
Compression of time and productivity unlock
Problem Predictor
Identification of future issues and prescribed solutions
Moneyball Everything
Real-time analysis that optimizes tasks and decision making
Learning at the Speed of Light
Education, wellness, finance, relationships
Multiplication by Division
Unleashing human capital: learning and earning, optimized
Merging of Worlds
Seamless toggle between physical and digital life
Friction-Free
Removing the time, space and cost of how we work and live