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We identify and invest in a small number of entrepreneurs and the companies they build, from seed to scale.

Because at the root of every category-defining startup are exceptional people.

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Contrary Research

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Drawing The Geopolitical Boundaries Around AI

Siddhant Sehgal, Kyle Harrison

In late October 2025, Trump and Xi agreed to a one-year truce on tariffs and rare-earths, but left one issue untouched: US export controls on AI chips.

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Modernizing The Defense Department

Kyle Harrison, Timothy Jan

In September 2025, the Defense Department got a facelift, returning to an old name: the War Department. At least for marketing purposes.

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Robotic hand grabbing for fruit off a tree

The Need For a Third Agricultural Revolution

Sophia Chen, Claire Burch

Amidst a growing global population and increasingly volatile weather patterns, the strain on existing agricultural operations has become more severe than ever before.

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Bias & Fairness in AI Models

Jennifer Chen, Claire Burch

What makes AI models fair or unbiased? Can the data used to train models, the way models are trained, or only the outputs of models be described as fair?

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