Where the atoms still matter

Angel investing is a lens into the future. After enough checks, patterns stop being abstract.

My book keeps clustering in a few places: AI infra and compute, physical AI and robotics, aerospace and dual-use hardware, and vertical software that actually collects revenue. Different surfaces. Same through-line.

1. Intelligence is becoming infrastructure

The winners aren’t only better models. They’re the picks and shovels — training data, inference, chips, edge compute — that make intelligence cheap, reliable, and close to the work. When AI stops being a feature and starts being capacity, the economics look more like energy than like apps.

Talent vs Direction

“The output of any company is the vector sum of the people within it.” - Elon Musk

In physics and mathematics, a vector is a quantity that has both magnitude (how much) and direction (where it’s going).

When applied to a company or team, the “vector sum” is a metaphor for how individual efforts combine to create a final result. If everyone is pulling in different directions, the company or team’s total output will be much smaller than the sum of its parts.

Building Portco

Vibe coding portco.dev with Lovable, Grok and Gemini. Portco is a startup portfolio tracking app.

Learning to code

Learning to code. Built this static website with Hugo, hosted on GitHub.