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Here are the 3 areas I’m most interested in these days, would love to hear or connect with anyone in these domains
1. Agentic adoption
Believe we’re at an inflection point with AI agents and there’s so much to explore, early innings on this
Super high conviction that agents will proliferate at massive scale, super low conviction (currently) on how value will be distributed and captured as a result
2. AI infrastructure
Something I talk less about but behind the scenes working with one of the most exciting projects in this space, more to come on this
If you believe in #1 above, then you have to deeply care about how we service all the compute demand that will come, which means we need innovations at the energy and infra layers to satisfy it
3. Asset tokenization
I subscribe to the Larry Fink pov that most financial assets will become tokenized, the questions are how and when
Working with a few projects involved in this and looking forward to new forms of asset ownership that are truly onchain and provide the investor rights and protections we get today via paper and custodians + the added benefits of what can be done with these assets once tokenized
I’m deep in the weeds on all 3 of these, actively working with a handful of projects that I think can change the game while trying to keep tabs on everything else going on in these domains
If you’re building something or want to jam on any of these topics, hit me up