A talent and research-driven investment firm.

Hallow founders
Alloy founder
Anduril founder

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

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Contrary Research

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Dot-grid comparison: one blue block the size of two grey blocks laid beside it

METR Finds Evidence of Recursive Improvement

Sachin Maini

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Anthropic IPO Timeline Endangered

Claire Schultz

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Dot-grid flow chart: a wide grey band narrows to a short blue neck and stays narrow after it

Data Centers Lose the Midterms

Sachin Maini

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Anthropic Files S-1 Ahead of Massive IPO

Sachin Maini

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