Thesis Portfolio Contact

Backing the architects
of the inevitable.

Founders and operators investing in the technologies shaping the world — from AI infrastructure to energy systems to the tools redefining how we create.

The future is built,
not predicted.

We believe that the right team working on the right problem can solve things others assume are impossible.

We invest as practitioners. Our community includes founders who've built and exited, operators who've scaled, and specialists who go deep in AI, energy, media, and infrastructure. We write checks, but we also contribute domain expertise and networks that actually move the needle.

Investments

Active Portfolio

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