Investing In Bold Ideas And The Visionaries Behind Them.

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.

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The Invisible Fleet: Why Maritime Autonomy Is Becoming Smart Capital's Highest-Conviction Bet - From Air to Ocean.

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!

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How Agentic AI Is Transforming Global Capability Centers

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.

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Cheap Intelligence: The New GenAI Investment Thesis

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”.

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Humanoid Combat Leagues: The Formula 1 of Physical AI - Let The Robots Fight!

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.

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Stablecoins: The Digital Dollar Revolution That’s Reshaping Global Finance

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.

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Firehawk Aerospace: Revolutionizing Defense Propulsion Technology Through 3D-Printed Innovation

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.

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Investments
Latest posts
Transaction Execution & Portfolio Strategy: The Pre-IPO Due Diligence Framework (Part II)
Transaction Execution & Portfolio Strategy: The Pre-IPO Due Diligence Framework (Part II)

How institutional investors verify pre-IPO transactions, model liquidity scenarios, and construct portfolios that balance conviction with diversification.

by Manish Malhotra
How Institutional Investors Evaluate Private Company Investments: The Pre-IPO Due Diligence Framework (Part I)
How Institutional Investors Evaluate Private Company Investments: The Pre-IPO Due Diligence Framework (Part I)

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.

by Manish Malhotra
The Invisible Fleet: Why Maritime Autonomy Is Becoming Smart Capital's Highest-Conviction Bet - From Air to Ocean.
The Invisible Fleet: Why Maritime Autonomy Is Becoming Smart Capital's Highest-Conviction Bet - From Air to Ocean.

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!

by Manish Malhotra
How Agentic AI Is Transforming Global Capability Centers
How Agentic AI Is Transforming Global Capability Centers

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.

by Sandeep Shilawat
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Cheap Intelligence: The New GenAI Investment Thesis
Cheap Intelligence: The New GenAI Investment Thesis

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”.

by Amarda Shehu
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Humanoid Combat Leagues: The Formula 1 of Physical AI - Let The Robots Fight!
Humanoid Combat Leagues: The Formula 1 of Physical AI - Let The Robots Fight!

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.

by Manish Malhotra
The Silicon Battleground: A Journey Through Chris Miller’s “Chip War”
The Silicon Battleground: A Journey Through Chris Miller’s “Chip War”

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

by Manish Malhotra
Stablecoins: The Digital Dollar Revolution That’s Reshaping Global Finance
Stablecoins: The Digital Dollar Revolution That’s Reshaping Global Finance

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.

by Manish Malhotra
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