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 chart of two bars from a dotted zero line: a short blue bar rising above it and a tall grey bar dropping below it

Anthropic Files S-1 Ahead of Massive IPO

Sachin Maini

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Dot-grid waffle chart: a large grey block of dots with a narrow blue strip filled in at its left edge, 15 percent of the whole

Agentic Bias Pass-Through

Claire Schultz

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Frontier AI Push for Regulation Continues

Claire Schultz

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Starshield Authority Debate

Claire Schultz

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