012026
Mach Industries
Advanced defense systems built for scalable production.
Build things of consequence.
Based in New York, I invest in frontier technologies and AI, and work with American athletics organizations on modernization and growth.
01
Product of an overactive mind
Notes, essays, frameworks, and whatever else refuses to leave my head.
Notes
Execution Over Elegance
Execution begets elegance.
Execution · Judgment
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Notes
After Software
Four theses on the impact of increasingly abundant intelligence.
AI · Infrastructure
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Notes
The Shrinking Minimum Viable Market
AI is making thousands of overlooked markets economically viable.
AI · Markets
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Archive
View all notes
All essays, frameworks, and longer-form writing.
9 pieces
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02
Selected Investments
My personal and professional commitments have focused on solving technically challenging and consequential problems.
022026
Commonwealth Fusion Systems
Commercial fusion energy.
032026
Relativity Space
Reusable rockets and next-generation space launch.
042026
Atlas Motion
Motors and actuators for drones and autonomous systems.
052026
Ayar Labs
Optical connectivity for hyperscale AI infrastructure.
062026
Atoms
Physical automation and autonomy for industry.
072026
Erebor
A nationally chartered bank built for American innovation.
082025
OpenEvidence
AI medical knowledge platform for clinicians.
092025
Lead Bank
Programmable banking infrastructure for modern financial products.
102025
Neon Aero
Next-generation aerospace components and manufacturing.
11—
Coming Soon
Reserved.
12—
Coming Soon
Reserved.