Investment Theses

Below is a list of investment theses that I've created to guide my decision-making on what kinds of startups to invest in. If you're building a company in one of these categories, don't send me your slide deck and a bit of info about you so that we can chat.

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A look at the history of transportation, how increased urbanization has led to the next wave of transportation innovation, and the new hardware and software being built to solve for today's mobility needs.

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The next great financial institution will manage $20T in assets and operate mostly online. To get there it will take an obsession with customer experience and building proprietary infrastructure.

Coming Soon

For 10,000 years people were their own boss. The industrial era changed that with most people now working for someone else. The no code / low code era will unwind that and mint millions of entrepreneurs.