Industry mapping

What are key trends? What do we anticipate in H2’24-2025? What are overlooked areas? Where is the largest market growth?

• Web3 (DeFi, BTC L2, Re-staking & Lido, Identity, DAO, zk/FHE)
• AI (JEPA, autonomous agents, video/world models, dAGI/dAI, edge AI, private AI, compute&hardware)

Fund strategy

What should be investment focus?

• Robotics/IoT (will grow in the next 5-10 years dramatically due to embodiment in AI)
• Space, longevity, education, network states?

Fund Automation

• Internal platform for portcos and partners
  • Intros
  • Research sharing
  • Dealflow sharing via a portal or bot
• AI automation
  • DD and memo via AI
  • Automatic screening (metrics, LinkedIn profiles, deck, socials)

Branding

• Content strategy
• Event strategy
  • dAGI House
• CyberCon
• Podcasts/youtube

Team and Processes

• Roles and responsibilities clearly defined
• Comp/promotion policy
• Hiring strategy