I look for builders with unusual conviction and real evidence.
I spend time around very early-stage founders, especially in AI, engineering, workflow tools, and systems connected to real-world execution.
What I look for
I care about signal over polish. I look for technical depth, speed of iteration, clear user insight, and proof that a founder is already moving before permission arrives.
How I think
Early-stage investing is not about predicting everything correctly. It is about recognizing people who can generate truth faster than others. I am especially interested in founders building with strong feedback loops, real constraints, and unusual access to emerging markets or infrastructure.
Areas of interest
AI × Engineering / Manufacturing
Tools and agents that compress the cycle from idea to real-world build.
AI-Native Workflows
Products that change how professionals operate, decide, and collaborate.
Cross-Border Leverage
Builders who combine China-side execution advantages with global demand.
Background
My investing perspective comes from being close to builders, products, supply chains, and early signals in the market. I am less interested in prestige and more interested in whether someone is actually creating an edge.