I build and invest alongside exceptional engineers. AI has changed the production function of software. A small team with strong technical judgment can now operate with leverage that previously required a much larger organization.
Intelligence
SYS-01
Execution substrates for long-horizon agents: tool interfaces, persistent state, memory, planning loops, and recoverable control.
SYS-02
High-throughput, low-latency serving with continuous batching, KV-cache management, model routing, and systems-level observability.
SYS-03
Measurement frameworks for capability, robustness, calibration, and behavioral regressions under realistic distribution shift.
SYS-04
Model families that encode structure through explicit parameters, inductive biases, constraints, and differentiable objectives.
02 / Capital
As a value investor, I partner with companies building assets that compound in value, deepen their defensibility, and grow more resilient over time.
