Unlocking the Future at the Fringe of Technology and Web3
I believe we are at the dawn of a new technological renaissance—one defined not by incremental improvements but by radical, paradigm-shifting innovations emerging from the fringes of science and digital culture. My investment thesis centers on identifying and empowering visionary founders and startups pioneering the frontier of fringe technology and Web3, where the convergence of decentralized systems, advanced AI, spatial computing, and novel materials science promises to redefine the fabric of our economy, society, and daily lives.
Why Fringe Technology and Web3?
To me, fringe technology represents the bleeding edge of innovation—areas like living intelligence (AI integrated with biotech and sensors), metamaterials that rewrite physical limits, quantum computing breakthroughs, and synthetic biology enabling sustainable manufacturing. These technologies aren’t just incremental; they are transformative, creating entirely new categories and industries that will shape the next decades.
Web3 is the next iteration of the internet: decentralized, tokenized, and community-driven. It shifts power from centralized platforms to ecosystems where ownership, governance, and value creation are distributed among users and builders alike. This new architecture unlocks unprecedented opportunities for composability, incentivization, and economic models that empower creators and consumers in harmony.
My Vision
I envision an interconnected future where:
- Agentic AI systems augment human expertise by autonomously setting and executing complex goals, moving beyond mere automation to true partnership with human intelligence.
- Spatial computing transforms how we collaborate and experience the world, blending physical and virtual realities for immersive, intuitive interaction.
- Decentralized token economies foster vibrant, self-sustaining communities that drive innovation through aligned incentives and open-source collaboration.
- Nanotech and smart materials enable adaptive, self-healing infrastructure, revolutionizing sustainability and resilience in the built environment.
- Quantum and hybrid computing unlock computational power previously thought impossible, accelerating breakthroughs across industries.
Why Now?
I believe the convergence of AI, blockchain, advanced materials, and biotech is accelerating at an unprecedented pace. Climate urgency, energy demands, and the quest for digital sovereignty are catalyzing rapid adoption and investment in these frontier technologies. Early movers who understand the interplay of engineering, community, and economics in Web3 will capture outsized value as these ecosystems mature.
My Approach
I seek to co-invest with partners who share my conviction that the future belongs to those who dare to build at the edges—where innovation is raw, risk is high, but the potential for impact and returns is transformative. I focus on:
- Founders with deep technical expertise and visionary outlooks who are building infrastructure and applications that make decentralized, composable, and user-owned systems accessible and scalable.
- Technologies that integrate AI, blockchain, and next-gen computing to create new paradigms in work, health, commerce, and governance.
- Startups that prioritize community-driven growth and token economies to harness network effects and build resilient ecosystems.
A Call to Action
I invite you to join me in investing not just in technology, but in the future of how humanity collaborates, creates, and thrives. Together, we can empower the builders of the new digital frontier—those developing the tools, protocols, and platforms that will redefine ownership, trust, and value in the 21st century and beyond.