I back AI companies solving hard, specific problems.
I look for a clear outcome and a path into production. I invest personally, usually from pre-seed through Series A, in AI software and infrastructure companies. I occasionally invest later when I believe a company can define its category.
- Focus
- AI software + infrastructure
- Stage
- Pre-seed → Series A
- Experience
- Engineer → PM → Founder → Forward-deployed engineering
01 · My investment thesis
AI is moving from generating answers to completing work.
A strong AI demo is easy to admire and hard to deploy. The companies I look for make it reliable inside a real workflow, with clear ownership, controls, and measurable outcomes.
The best companies I see start with one expensive problem, solve it end to end, and earn the right to own more of the workflow.
Models will improve and become widely available. The lasting advantage will sit in the workflow, proprietary context, evaluation loop, permissions, or distribution.
- 01
Workflow + context
The place where valuable work gets done, together with the proprietary knowledge required to perform it well.
- 02
Evaluation + trust
The feedback, permissions, and controls that measure outcomes, improve performance, and let agents act safely.
- 03
Distribution
A way to reach customers and expand within their organizations as they adopt the product.
02 · Where I invest
Four areas of focus.
These are the four areas where I spend most of my time.
Agent infrastructure, data, reliability, and trust
The infrastructure capable agents need to understand context, access systems, transact, improve, and act safely in the real world.
Especially: Identity + payments · Permissions · Security · Evals + observability
Selected investments
Frontier intelligence and automated discovery
Exceptional teams expanding what AI can understand and discover, especially closed-loop systems that generate new knowledge and evaluate outcomes objectively.
Especially: Multimodal intelligence · Autonomous research · Scientific experimentation
Selected investments
Enterprise and physical-world infrastructure
Selective investments in infrastructure that helps customers see and measure what’s happening in their operations, then use that information in their daily work.
Especially: Operational intelligence · Systems of record · Physical operations
03 · How I help
I'm most useful when a strong technical product still needs a clear customer, deployment plan, and business case.
I help founders sharpen the initial product, structure early deployments, and turn hands-on customer work into something repeatable.
Where appropriate, I'm also happy to make targeted introductions to relevant operators, customers, and investors.
- 01
Product strategy
Help founders choose an initial use case, identify where AI adds value, and decide which work needs a person and which can be handled by agents.
- 02
Production readiness
Work through evaluations, reliability, permissions, security, integrations, workflow design, and the controls required to ship with confidence.
- 03
Enterprise value + GTM
Help founders define their target customer, explain the use case and ROI, and plan pilots. Work through enterprise sales, procurement, security reviews, and expansion.
- 04
Company building
Bring a founder’s perspective to product, hiring, fundraising, and the shift from early customer work to a repeatable product and company.
Building in one of these areas?
I'd love to hear what you're building, why now, what you've learned from users, and the details of the round.
Share what you're buildingI invest personally. The views here are my own and do not represent OpenAI.
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