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Hardware + Software + Data = The New-New thing

Hardware + Software + Data = The New-New thing

The IOT syndicate will be investing in hardware, only where it has connections to the cloud

Our thesis is that the primary value of hardware is in the data collection, aggregation and services that can be built around the commodity hardware.


5 $1B + announced exits Investor: Ripple, Brave, Polychain, Paypal, Filecoin, Civic, Linkedin, Cruise, Dollar Shave Club Wealthfront, Discord, Fastly
BD at @Haven. Principal at @OATV. Former trader at Jane Street Capital.
Current: Co-Founder, CEO Quartz Venture Partner, Lemnos Previously: Co-Founder and Partner at @Lemnos Labs Air Force Officer MIT

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