Thinking in public.

The Americas Corridor may be venture capital's most mispriced DeepTech opportunity. Notes on why software made geography irrelevant, why physical AI is making it strategic again, and what happens after manufacturing moves.

A future of high GDP growth and high unemployment. Notes on the labor share shift, the knowledge economy losing its status, and what work will mean when intelligence is done by a machine.

20 years designing venture ecosystems across the Americas. On why the real bottleneck was never capital allocation. It was coordination. And why memory compounds where money runs out.

How VC-backed deep tech connects to the systems we actually want to change. Our SDG framework, our Net Present Impact methodology, and five worked applications.

A window into how we think and what we are building. Our thesis, our team, our portfolio, and the platform underneath it, across the Americas.