A venture “Tribe” of seasoned operators, engineers, and innovators backing founders in DeepTech, HealthTech, and DefenseTech—turning bold ideas into enduring companies for a safer, healthier, more prosperous future.
Three incidents in nine months exposed a systemic failure: AI agents running 80–90% of state espionage campaigns, frontier models blackmailing engineers at 84% rates, and 40,000 unsupervised agents deployed without oversight. The kill switch is broken—but $8.5B is building the next one.
Can your company actually become dual-use ready — across technology, funding, and customers — before you run out of time or identity?
Earth is hitting a wall on AI, not because we’ve run out of land, but because we’ve run out of grid, water, and political will. Global data centers already consume 415 terawatt-hours of electricity annually—and demand is projected to surge 165% by 2030.
How hybrid quantum-classical systems are solving real problems — and what it means for federal missions and investors.
Undersea cables are being cut. Adversaries deploy submarine-sized autonomous drones. The Pentagon commits $13B to maritime autonomy. This $46B market represents defense tech's next late-stage opportunity—and the deployment window is open now. Smart capital is moving from air to ocean!
Agentic AI—autonomous AI agents that don’t just help, but actually act, make decisions, and handle tasks on their own—are rewriting the rules. Instead of building huge centers full of people, the new model focuses on “Agent Factories” that coordinate smart systems.
Three incidents in nine months exposed a systemic failure: AI agents running 80–90% of state espionage campaigns, frontier models blackmailing engineers at 84% rates, and 40,000 unsupervised agents deployed without oversight. The kill switch is broken—but $8.5B is building the next one.
Can your company actually become dual-use ready — across technology, funding, and customers — before you run out of time or identity?
Earth is hitting a wall on AI, not because we’ve run out of land, but because we’ve run out of grid, water, and political will. Global data centers already consume 415 terawatt-hours of electricity annually—and demand is projected to surge 165% by 2030.
How hybrid quantum-classical systems are solving real problems — and what it means for federal missions and investors.
How institutional investors verify pre-IPO transactions, model liquidity scenarios, and construct portfolios that balance conviction with diversification.
Evaluating pre-IPO investments requires a fundamentally different analytical framework than public equities. Without quarterly earnings, SEC filings, or market-discovered pricing, investors must construct their own assessment across three critical dimensions covered in this framework.
Undersea cables are being cut. Adversaries deploy submarine-sized autonomous drones. The Pentagon commits $13B to maritime autonomy. This $46B market represents defense tech's next late-stage opportunity—and the deployment window is open now. Smart capital is moving from air to ocean!
The GenAI investment narrative is shifting from training economics to deployment economics. While foundation model training remains strategically important, the emerging opportunity lies in “cheap intelligence”.
Robot fight leagues are becoming far more strategically valuable than feeder systems for humanoid manufacturers. They're becoming the public R&D testbed and benchmark infrastructure that every player in physical AI will ultimately depend on.
Stablecoins represent one of the most significant financial innovations of our time. What started as an experimental solution to cryptocurrency volatility has evolved into a $290 billion ecosystem that processed over $8.9 trillion in transactions in just the first half of 2025.
Firehawk's proprietary additive manufacturing approach fundamentally transforms solid rocket motor production by addressing historical limitations that have constrained hybrid rocket performance, specifically the low regression rates and limited mixing efficiency that plagued earlier designs.
In the hidden corners of our connected world, a new type of conflict is taking shape, unseen yet powerful. Cognitive warfare, which uses digital tech and mind games, is becoming a real threat to our national security and how our society functions.
The GenAI investment narrative is shifting from training economics to deployment economics. While foundation model training remains strategically important, the emerging opportunity lies in “cheap intelligence”.
Robot fight leagues are becoming far more strategically valuable than feeder systems for humanoid manufacturers. They're becoming the public R&D testbed and benchmark infrastructure that every player in physical AI will ultimately depend on.
I recently had the privilege of attending Chris Miller’s presentation and fireside chat at the Northern Virginia Technology Council (NVTC) event, and I can honestly say it was one of the most eye-opening experiences I’ve had in years. Standing in the heart of one of America’s technology
Stablecoins represent one of the most significant financial innovations of our time. What started as an experimental solution to cryptocurrency volatility has evolved into a $290 billion ecosystem that processed over $8.9 trillion in transactions in just the first half of 2025.
OpenAI's $500 billion valuation represents more than another Silicon Valley milestone—it signals a fundamental transformation in how value is created and realized in the modern economy. This unprecedented valuation, achieved through secondary markets rather than public offerings, exemplifies the shift toward private markets as the primary venue
Firehawk's proprietary additive manufacturing approach fundamentally transforms solid rocket motor production by addressing historical limitations that have constrained hybrid rocket performance, specifically the low regression rates and limited mixing efficiency that plagued earlier designs.
The convergence of artificial intelligence and autonomous systems is fundamentally reshaping modern warfare, creating unprecedented investment opportunities in the defense technology sector. At the forefront of this transformation stands Shield AI, a company that has not only captured Silicon Valley
Why do I continue to be bullish about investing in Defense Companies as an investor? Andrew lays out all the reasons in this book. What a fantastic read! Sharing a summary of the book from my read notes.
