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Our key investment focus areas
Cyber Security
AI and OT
Medical Devices
The confluence of Cyber security, Influence, and AI


 Investment Foci 

Commonalities: Our foci are interrelated in that they all involve high consequences, mass markets, and a need for strong attention to people, process, and technology. They require sound engineering and science, good management, well operated planning and execution, and strong financial engineering to be successful in the startup phase. They involve smart people working collaboratively and deliberatively over extended time frames, focused on their goals, and with the will to stick with it.

Cybersecurity: Cybersecurity has been a focus and interest of our principals since the 1970s. Today it emerges into a wide range of sub-areas that are interwoven and very important to individuals, enterprises, societies, and humanity. From technical safeguards, to process controls, to people and their behaviors, the field is emerging in ways never anticipated by most people. The areas of cognitive defense, trust architecture, critical infrastructure protection, global influence and counter-influence operations, and related areas are each critical to the success of the human endeavor and the survival of modern societies.

AI and OT: Artificial Intelligence (AI) is reaching into all areas of our lives, but it is hardly new. AI has been applied in cybersecurity for both attack and defense since at least the mid-1990s, and emerging AI trends are growing even more important because of the huge volume of data, number of people, and consequences associated with cybernetic systems. And of course operational technology (OT) is foundational to much of the benefit and effect of automation, while increasingly AI is entering into and affected by the OT realm.

Medical Devices: One of the key areas where OT and AI merge is in the medical device space, where new mechanisms for preventing, treating, and otherwise dealing with human physical conditions, now involves more advanced operational technology, very often engages AI, has strict requirements for safety and efficacy, and of course this mandates an approach to cyber security as well.

The Confluence of Cybersecurity, Influence, and AI: We are at a major confluence of technological and societal change. What we do now will effect and affect the future of human society for a long time to come. We cannot build a positive future on a foundation of lies. We need trustworthy mechanisms, content, entities, and people. How do we build an honest foundation for the global future? That's the focus of this investment area.

Summary: Our general approach is to do the most good for the most people. And we believe that key areas of human endeavor today require that people of good will, expertise, and motivation work toward a better future together. As an investment opportunity, these fields involve many billions of dollars in each of many different areas, have strong long-term growth, and will likely sustain across dramatic changes in every aspect of geopolitical and natural situations. Doing well by doing good.