Lead with Industry. Earn with Value. Scale with AI.

I invest and advise where AI meets the physical world: world foundation models, physical AI, agentic systems. These are not incremental improvements to enterprise software. They are the next industrial layer, and they will be adopted, eventually, by the same enterprises I have spent my career selling transformation into.

That is my edge as an investor, and I am clear-eyed about what it is and is not. It is not technical depth for its own sake. It is the adoption lens: 25 years of quantified, board-level selling taught me the real distance between a frontier capability and a P&L, and what it takes to close that distance, industry by industry. Most frontier companies fail commercially not because the science is wrong but because that distance was never mapped.

The relationship runs both ways. Backing frontier companies keeps my enterprise view honest about what is actually coming, years before it shows up in an RFP. The enterprise view keeps my investing honest about what will actually land, and when.

I also build with my own hands. Founding AI ventures and working directly with agentic frameworks is how I keep my judgment grounded in what the technology can really do today, not what a keynote says it will do. At the frontier, fluency is not optional.