Investment Thesis
Invests in century-defining deep tech companies across five core themes: next-generation compute (AI infrastructure, memory, chip design), the automated economy (digitization of physical world, automated labor, blockchain), new materials (computational chemistry, AI-optimized synthesis), engineered biology (genetic medicine, scalable DNA synthesis), and new energy (next-gen fission/fusion, energy optimization). Focuses on infrastructure-oriented, cross-vertical applied AI for physical-world and life-science problems.