§ Library
Books and bets.
Books and essays I reread. Podcasts I rewind. Talks I keep returning to. And a small ledger of investment theses I am willing to hold in public. Updated when something earns the room, the list stays short on purpose.
Investments
Theses, positions, where the convictions sit.
- FEB 01, 2026
Iris
Building, in stealth
Computer vision becoming ambient is the unbundling. Iris is one shot at it.
Thesis
When optical AI becomes a daily product, the winners will be the ones with a sharp single use-case, not the ones with a model card.
- SEP 01, 2025
Escape
Building, in stealth
The gap between 'AI can technically do this' and 'AI is useful in someone's hand' is a design problem.
Thesis
Most consumer creative tools optimise for power users. The next billion-dollar product optimises for the user who never wanted to learn the toolchain.
- JUN 01, 2014
Anirar 360
Founder, ongoing
Communication for Development is unfashionable, sticky, and trust-priced. Good things to bet on.
Thesis
Most film briefs in the development sector arrive without a Theory of Change. Whoever brings one to the room is the partner that gets renewed.
- JAN 01, 2013
10 Minute School (early-stage support)
Production partner & first host
Studio Imagine shot the first 10MS video and ran their first server. Watching from a distance now.
Thesis
Cheap, effective, vertical-format learning would eat horizontal-format institutions. It did.
- JAN 01, 2012
Studio Imagine
Founder, ongoing
The longest-held position. Compounds because the network and the standard compound.
Thesis
AI is not going to replace creative studios. It's going to widen the gap between studios that can use it and ones that can't. I want to be on the right side of that gap.
Not financial advice. These are positions and theses, not recommendations.