Industrialize America.
The tools of this century — abundant energy, cheap launch, advanced manufacturing, and AI — let small teams rebuild the industrial base of the country. We invest in companies that own the full stack: the machine, the plant, and the process. We back the founders who see that as a responsibility, not a game.
Read the thesisSoftware is moving into the physical world.
The next generation of industrial companies will not live on screens. They will move, make, and operate in the real world. We back founders building autonomous systems, robots, and intelligent machines that compound for decades.
Seven sectors. One conviction.
Manufacturing
Factories, tooling, and process knowledge — the work that takes years. If America is going to make things again, someone has to own the line.
Transport
Vehicles and the plants that produce them as one system. Movement is an industrial product — not software on a rented chassis.
Robotics
Intelligence that perceives, reasons, and acts. We back robotics that ships as a product at industrial scale — not a demo.
Defense
Deterrence is an industrial product. We back founders building the systems a nation cannot outsource, and the factories that make them.
Space
Launch, satellites, and the industrial system that turns orbit into a business. A factory that flies is still a factory.
Energy
Cells, packs, generation, and the materials loop that feeds the machine. Power is the other half of every industrial stack.
Consumer
Vertically integrated products people hold. Silicon, object, and channel designed together so the stack cannot be unbundled.
I invest in founders who build hard things — manufacturing, transport, robotics, defense, space, energy, consumer. The goal is simple: industrialize America.— Alex, principal
If you are building the hard thing, write.
A sentence about the machine you own is enough. Alex reads every note.
Write Alex