Investing in America through great founders that are building hard things.
We look for vertically integrated companies — teams that own the machine, the plant, and the process. Manufacturing, transport, robotics, space, energy, and consumer products. Hard tech is how America gets its industrial muscle back.
Read the thesisIntelligence belongs in the physical world.
We back daring founders building robots that perceive, reason, and act. The next legendary companies will not live on a screen. They will have hands.
Seven lines. One standard.
Manufacturing
Factories, tooling, and process knowledge. The work that takes years. If the United States 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 hard-tech stack.
Consumer
Vertically integrated products people hold. Silicon, object, and channel designed together so the stack cannot be unbundled.
Companies that own the machine. Select a name to see the product.
I invest in great founders building hard things — manufacturing, transport, robotics, defense, space, energy, consumer. We exist to reindustrialize 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