A talent and research-driven investment firm.

Hallow founders
Alloy founder
Anduril founder

We identify and invest in a small number of entrepreneurs and the companies they build, from seed to scale.

Because at the root of every category-defining startup are exceptional people.

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Contrary Research

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Intel and the Rise of US Tech Nationalization

Sawsan Haider, Kyle Harrison

In August 2025, the US government took an unprecedented step: a $8.9 billion purchase of a 10% stake in Intel.

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The State of the US-China Biotech Race

Michael Kim, Kyle Harrison

While the US has historically written the rules of modern biotech while dominating the space, it now faces a new competitor with the resources and strategic vision to challenge its supremacy: China.

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The Vertical AI Playbook

Kyle Harrison, Etienne Segal

The enterprise AI initiative winners won’t simply build copilots; they’ll redesign workflows, rethink structures, and in some cases, take ownership of the service layer where value is created.

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Chips for America: Building an American TSMC

Maxx Yung, Kyle Harrison

To preserve American technological dominance, the US must rebuild its semiconductor manufacturing capabilities. Easier said than done. Our only hope may be saving Intel.

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