Investment advisory

Real value in AI, spotted early.

Funds and founders bring me in for technical diligence on AI deals: reading the team, the architecture and the defensibility before the money moves. The same judgement that ships production AI is what tells the signal from the hype.

4.02x

Net MOIC on Groq (117% IRR, post-carry)

Selected AI investments advised

  • Groq

    AI inference · SAFE

  • Replit

    AI coding · Series D

  • Together AI

    AI cloud · SAFE

  • Smabbler

    Knowledge-graph AI