Areas of Interest

• AI Infrastructure
  
  Across the entire AI development stack — from model training and inference to full-stack engineering and hardware optimization — AI can augment engineers to accelerate development and reduce costs and latency through a more efficient, purpose-built stack. Thoughtful product design, embedded trust, and seamless integrations are critical to driving developer adoption.
• Cybersecurity & Compliance
  
  AI introduces new security risks and regulatory complexities that legacy tools aren’t equipped to address. The next wave of cybersecurity will leverage AI-driven threat detection, automated response, and continuous compliance monitoring to counter increasingly sophisticated attacks in real time. Meaningful ROI is tied to breach prevention, regulatory adherence, and preserving trust in an environment where threats evolve faster than human teams can react.
• Legacy Modernization
  
  Many large enterprises remain burdened by COBOL and mainframe systems, resulting in massive technical debt and slow innovation cycles. AI-powered solutions that automate mainframe-to-cloud migrations and large-scale code refactoring can help businesses escape these legacy constraints.
• Logistics
  
  From a bottoms-up perspective, this market often begins as an AI-powered executive assistant for individuals or enterprises — handling meetings, calendars, and task coordination. But at scale, the same underlying technology can address complex, high-value problems in logistics, e-commerce fulfillment, and global supply chain optimization. Intelligent scheduling, demand forecasting, and dynamic resource allocation represent massive opportunities to reduce friction and unlock efficiency across industries.
• RPA and BPO Automation
  
  AI is transforming inefficient back-office workflows across industries like finance, healthcare, and manufacturing. By combining document-understanding AI with conversational voice agents, companies can eliminate repetitive manual tasks, reduce errors, and drive significant cost savings — all while enabling faster, more accurate decision-making at scale. Furthermore, less brittle computer use models and applications will be able to do the work of automation engineers without constant human input.
• Healthcare & Insurance
  
  AI has the potential to transform core healthcare and insurance workflows, including claims processing, patient onboarding, and prior authorization. Oftentimes focused on a specific practice (i.e. dentistry), companies can help make the process less time-consuming and error-prone, especially where industry worker churn is most obvious. AI solutions can reduce administrative costs, improve patient experience, and enable healthcare systems and insurers to operate more efficiently and focus on care delivery.
• Robotics
  
  Main trade-offs here are general vs domain-specific, teleoperation vs autonomous, synthetic vs human data, image sensors vs LiDAR, senses like touch to include, etc. It's still a question as to whether general-purpose robots will work from a technical standpoint and the economics and mass market adoption are still unclear but nailing a design to allow non-specialists make use of these models in the future is key.
• Datacenter Management
  
  AI workloads are exploding, straining power, cooling, and overall capacity. AI-driven solutions can orchestrate servers and cooling systems optimally for maximum efficiency. By reducing energy consumption and boosting server utilization, these technologies can help manage soaring compute demands cost-effectively.
• Marketplaces
  
  AI-driven marketplaces have the potential to supercharge network effects by personalizing discovery and matching for both developers and consumers. By using AI to intelligently surface the right products, services, or APIs at the right time, these platforms reduce friction in decision-making. Over time, they build durable moats by aggregating fragmented supply and concentrated demand, positioning themselves as the default destination for entire ecosystems.
• Creative Tools, Education, & Entertainment
  
  AI is changing how we create and experience media, from gaming to educational tools to video editing. AI can reduce production time for all sorts of content and cater to a growing demand for immersive experiences in entertainment.
• Quantum Computing
  
  Quantum computing promises exponential improvements in computational power, enabling breakthroughs in materials science, drug discovery, and cryptography. Practical and reliable quantum computers are still in development and may take 5-10 years or more to become mainstream, but the impact will be massive, possibly rendering current encryption techniques obsolete and accelerating the discovery of new materials.
• Brain-Computer Interfaces
  
  BCI promises new possibilities for communication, control, and medical treatment. Invasive and non-invasive approaches are being developed, with Neuralink seeking to enable individuals with paralysis to control computers and other devices through thought and advances in machine learning improving the accuracy and responsiveness of EEG-based BCIs.
• Stablecoins
  
  Stablecoins represent one of the largest opportunities in financial infrastructure, powering faster, cheaper, and more programmable global payments. The market breaks down into several layers: (1) settlement rails, where network effects and purpose-built infrastructure will create winner-take-most platforms; (2) stablecoin issuers, who must evolve beyond asset management to build liquidity, compliance, and banking integrations; (3) liquidity providers, a commoditized space where scale and cheap funding dominate; (4) value transfer and money services platforms, whose moats are defined by proprietary rails and direct banking relationships; (5) aggregated APIs and messaging platforms, which face margin compression unless they move closer to infrastructure ownership; (6) merchant gateways, where developer-friendliness and distribution are key but incumbent payment platforms may outcompete; and (7) stablecoin-powered fintech applications, where GTM excellence, product differentiation, and distribution matter most. Understanding each layer’s defensibility and value capture dynamics is critical, as stablecoins transition from speculative crypto assets into mainstream financial plumbing for commerce, remittances, and cross-border B2B transactions.