Timeline
The long version. A few milestones and moments that shaped how I think about markets, technology, and building.
COVID lockdown, a Robinhood account, and my first real theses on tech stocks. The habit of deep-diving a company before putting money behind it started here.
Lived in Truckee and worked the winter season at Sugar Bowl Ski Resort, October through April. Finished with 101 days on the mountain: 665 runs, 655.5 miles, and 607,680 vertical feet skied.
First real taste of owning a number. Cut CAC 12% and grew memberships 20% over the summer.
Founding member. LLM research platform with integrated trading. Automated DCF and merger analysis. GPT-4 era.
Kept asking who the software equivalent of NVIDIA was. Ontology was the answer nobody else was pricing in.
Sourcing pre-seed through Series A across AI infrastructure and defense tech.
BS Finance with a concentration in machine learning.
Independent studio shipping consumer apps. A few live on the App Store already. More on the way.