The Fifth Filter
Why the pre-seed window in Physical AI is not about finding the best product.
Thinking
How we see the industrial world
The fund is built on a specific view of how industrial systems evolve, where capital pressure builds, and what it takes for a Physical AI company to survive its first deployment cycle. These essays make that thinking explicit.
Jun 2026
Orbital Wedge
Where AI compute belongs in space, and where it does not. A conditional infrastructure thesis.
Under-Automated, Overlooked
Why robotics keeps missing the manufacturing capital cycle and what changes when it does not.
Designing an Advanced Manufacturing Strategy for the AI Era
Why Industrial AI needs policy, industry, and venture to move on the same clock.