Sophia Space
Our clearest picks-and-shovels bet — elite JPL founders, a physics edge, marquee validation. Also the best teaching case: our own diligence walked the headline claims down.
Cosmic Shielding
The deliberate exception to “invest in what we know.” We don’t deeply understand the industry, but ~\$2M of real revenue and a genuine product innovation carried it.
Saturn (USDat)
High-pedigree team, furthest along in the Bitcoin-yield / STRC-style stablecoin narrative we believe in. Underwritten as a bet on that narrative, not a durable moat.
Theta Neurotech
Primarily a founder bet — unusually competent and genuinely connected to the mission. Pre-clinical, so a science-and-regulatory option riding on the person.
Textile.dev
Inferred logic, flagged as not from Mark. On-device personal-document AI — a cheap seed option with a thin moat against OS incumbents.