AI-augmented investing to discover paradoxical truths.
I manage a personal account focused on technologies with near-term commercial scalability. I invest through a concentrated, high-conviction, narrative-driven approach built on paradoxical truths, validated by fundamental research, sized with behavioral discipline, and hedged with tactical convexity. My current narratives span AI infrastructure and software, deep tech, blockchain, genomics, and precision medicine – sectors I believe will benefit the most from the early phase of this AI super-cycle.
Explore Our Milestones
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ADI: Owning the Early Physical AI Bottleneck
Thesis: Physical AI is shifting the AI bottleneck from digital intelligence to the analog-digital boundary. As AI moves from tokens to machines, the scarce layer becomes the ability to sense,… Read more ⇢
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Physical AI: The Analog-Digital Boundary
Paradoxical Truth: The market assumes Physical AI will be won by better robot brains, larger models, and more GPUs. We believe the more investible bottleneck may sit one layer lower:… Read more ⇢
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The Myth of Quantum AI
Paradoxical Truth: The market assumes quantum computing will matter because it accelerates AI, but the deeper truth may be the opposite: quantum’s value is likely in quantum-native problems that AI… Read more ⇢
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The Photonics Bottleneck: A Concentrated Basket
Thesis: AI is moving from a computation bottleneck to a communication bottleneck. In AI factories, networking becomes part of the compute fabric. We express that shift through COHR and LITE… Read more ⇢
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Photonics: Separating Computation and Communication
Paradoxical Truth: The prevailing assumption is that AI scaling requires more computation. We believe the opposite may increasingly be true. As AI expands across distributed networks of datacenters, communication becomes… Read more ⇢
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AI Inversion: Software to Hardware
Paradoxical Truth: The more capable and self-designing AI models become, the less valuable the companies that design it become; and the more valuable the companies that control the physical resources… Read more ⇢
Jude Christensen 