Free societies endure
by pushing the frontier.
Partner at Venrock. I back early-stage founders building the American Frontier — hard engineering in the physical world across AI, compute, aerospace, defense, energy, and industrial systems.
└─AI
└─AEROSPACE
└─AI · INFRA
└─COMPUTE
└─ENERGY
└─DEFENSE
└─AI
└─AEROSPACE
The Valley of Death: Frontier Companies & the Series A
For frontier & deeptech companies, Series A is the double bank shot. You have to prove the product works, and prove it works well enough that a real customer will commit.
Everyone Is Misreading the Anthropic AI Jobs Report: AI, Jobs, and the Wrong Debate
Why the Anthropic jobs report is flawed, why the debate is framed incorrectly, and why AI will replace time-priced work while superpowering outcome-driven expertise
AI’s Next $Trillion Frontier: Memory
The limiting factor is no longer how many operations a chip can perform. It is how quickly data can move to and from those compute units — and how much energy it costs to do so.
The American Frontier: A Trillion-Dollar Race For Technological Superiority
The last thirty years capital flowed to software. The next thirty will decide the global race for technological superiority, and the fate of Western democracy with it.
Why We Invested in Euclid Power: The Infrastructure Behind the Infrastructure
While AI companies race to build breakthrough models, they're all bottlenecked by the same constraint: getting critical power projects from signed contracts to operational reality
Death of the Billable Hour: Legal's $900B AI Repricing
The legal industry's last great inefficiency is ending. How AI-native firms will replace billable hours with outcome-based pricing at scale.
The Great Legacy Extinction: AI's $20T Takeover of Professional Services
A $20T sector dominated by human-driven, low-tech businesses where titans have built their brands on historical reputation and prestige rather than measurable performance.
The Titans Paper: Google's Next Transformer Breakthrough
Google Research just dropped a paper that fundamentally changes how we think about AI architecture, now with AI memory.
Why We Invested in Oumi: Open Source is How America Wins the AI Race
The next chapter in AI development won't be written by a single company or country. It will be written by thousands of researchers, developers, and organizations working together o
Winners & Losers in the DeepSeek Era
In every breakthrough, when new facts emerge, there are winners and losers. In an era of DeepSeek, who wins and loses?
DeepSeek is the Fork in History the US Needed
In reality, this is the best thing that could have happened and reinforces why the US will dominate the AI race.