I invest and advise startups at the earliest stages. I'm most interested in founders with unusual force of will, a precise worldview, and enough product taste to make something hard feel inevitable.
01earned delusion — believes something impossible, but has already bent reality a few inches toward it.
02specific worldview — not chasing a market map; operating from a sharp thesis about how the world is mispriced.
03taste under constraints — even the ugly prototype has a point of view: product, brand, narrative, and customer all rhyme.
04systems appetite — willing to fight through atoms, regulation, distribution, operations, and software.
selected portfolio: impulse labs, infinite machine, throne.