Leave the ground.
A personal investor with an emphasis on space — and the vertically integrated hardware companies that make the rest of the stack real.
Space is the first vertical.
SpaceX is the center of the book. xAI is the orbital bet. We start in launch and read every other company against that standard — energy, autonomy, intelligence. If it cannot survive that screen, it is not for us.
Four lines. One standard.
Space
Launch, satellites, and the industrial system that turns orbit into a business. The first vertical.
Energy
Cells, packs, and the materials loop that feeds the vehicle — the other half of the stack.
Autonomy
Machines that move. Cars, aircraft, and factories designed as one closed system.
Intelligence
Models and interfaces that assume someone owns the hardware underneath.
Seven names. Space at the center. Tap to read.
I invest in companies that own the machine — and I start in space. Launch, orbit, and the hardware that makes the rest of the stack possible.— Alex, principal
If you are building the hard thing, write.
Especially if it leaves the ground. Alex reads every note.
Write Alex