I’m an early-stage VC investing in compute hardware. I want to work with founders working with new technologies at the frontier.
- VC: I’m a Partner at Lunar Ventures, a €50m early stage deep tech fund We invested in: Zama (encryption); deepset (enterprise AI); ElectricSQL (database sync), and Semiqon (quantum computing).
- Angel: I’ve invested most notably: Rain.ai, digital in-memory compute. Series A led by Sam Altman. And Charm Therapeutics, AI drug discovery. Series A led by Kholsa.
- Write: I write the State of the Future newsletter with 2200+ subscribers covering frontier tech inc. fusion, quantum, SMRs, FHE, BCI and more++
- Previously: Founding Partner & Head of Research at Outlier Ventures, I led early investments into Ocean Protocol (2018), AI data marketplace; Fetch.ai (2018), crypto-based AI framework; and Brave (2019) privacy browser.
Projects
AI 2035: Scale, Deploy & Secure - Datacentre, Edge & Security (2024)
State of the Future: A VC Horizon Scanning Project (2022)
Collaborative Computing: Privacy-Enhancing Technologies & Data Sharing (2021)
The Convergence Stack: Blockchains x AI (2016)
Recent Essays
the end of zero-marginal costs + the end of your ai fund
Fund Frontier Expeditions
Nuclear Fusion: The State of Play
Nuclear for Datacentres
Can we make enough AI chips?