Accredited investors only
You gravitate toward companies building foundational AI infrastructure -- models, compute, and developer tools. Your picks suggest a belief that the picks-and-shovels layer captures the most durable value in the AI stack.
Strong emerging interest in defense technology companies, especially those applying AI to autonomous systems and intelligence analysis. Correlated with your AI infrastructure thesis -- you favor dual-use technology platforms.
Consistent allocation to fintech infrastructure -- payments rails, banking-as-a-service, and financial APIs. You prefer category-defining platforms over point solutions.
Smaller but notable interest in frontier science companies -- biotech, space, and energy. These positions tend to be smaller allocations with high conviction in transformative outcomes.