Investment Manifesto

Why I'm doing it

• Pushing the envelope is a deliberate act of defiance, not an inevitability
• Everyone has their part to play
• Knowing that someone authentically believes in you can go a long way
• I want to be that someone: to enable, empower, and expand latent potential

Principles

• Always on the founder side, no matter what
• Always on the side of humanity, no matter what
• The world is positive sum
• Cathedrals in the desert sometimes deserve to be built anyway
• It’s going to take decades, and that’s ok

Thesis

• The deepest why is the vision, never the founders identity
• Only a single crazy bet to prove, crisply defined
• Excessively technical core
• Uncomfortably focused strategy
• Genuinley obsessed team
• Evident edge
• Secular tailwind