Investment Thesis
AI x crypto intersection, decentralized compute, infrastructure. Believes in AI-blockchain convergence.
What Excites Them
AI-crypto convergence, decentralized compute networks, novel uses of crypto for AI alignment
What They Pass On
AI buzzword projects without real crypto utility, centralized AI wrappers with tokens
How to Pitch
Show deep technical innovation at the intersection of crypto and AI/ML.
Key Frameworks
Progressive Decentralization Playbook
Phase 1: Build product, Phase 2: Nurture community, Phase 3: Decentralize control.
AI-Crypto Convergence
Most valuable protocols will sit at the intersection of AI and crypto
Notable Writing
Framework for decentralized AI compute
Crypto and AI are complementary technologies
DAOs may eventually replace traditional corporate structures for certain types of organizations.
Web3 restores user ownership and aligns platform incentives with users.
Protocol teams should decentralize gradually: product-market fit first, then community, then full decentralization.
Podcast Appearances
Key Quotes
“Web3 is about user ownership — not just decentralization for its own sake.”
— a16z blog
“AI and crypto are two sides of the same coin. AI creates intelligence, crypto creates trust.”
— Bankless
Background
General partner at a16z crypto. Former Google engineer. Stanford CS PhD dropout. Research in ML and robotics.