Investments
Investing at the infrastructure and physical AI layer.
A record of investment work across early-stage deep tech, AI infrastructure, and autonomous systems — built on the conviction that durable technological value accumulates at the foundational layer, not the application layer.
Driving Forces
2020 – 2024 · Founder & General PartnerA deliberately contrarian early-stage deep tech fund launched at a moment when the venture consensus was retreating from hardware, robotics, AI infrastructure, and physical systems. The investment thesis was built on a systems-level view of where durable technological value accumulates: not at the application layer, but in the foundational infrastructure, autonomous systems, and physical AI that everything else runs on.
Deployed $10M across ~25 companies. Six portfolio companies achieved unicorn status, validating the thesis that physical AI, autonomous systems, and scalable infrastructure were the defining technology categories of the decade. Fund 1 delivered 30%+ Net IRR.
Unicorn Portfolio
Handwave
2023 – 2024 · Head of InvestmentsThe world's first cross-VC and cross-CVC AI investor network — a coalition of the most technically sophisticated corporate venture arms in technology, spanning silicon, systems, models, and applications. Built on the premise that the most consequential AI investments would be made by institutions with deep technical surface area across the full AI stack.
Led $250M+ in AI venture deployments. Focused on frontier AI infrastructure, autonomous systems, and scalable compute — the layers where durable value compounds.
Current Activity
Actively deploying at the AI infrastructure and deep tech layer. The investment focus remains consistent with the Driving Forces thesis: foundational infrastructure, physical AI, autonomous systems, and the compute substrate that next-generation intelligence runs on.
Selectively exploring a new fund vehicle. For LP inquiries or co-investment conversations, reach out directly.
[email protected] →