The {3rd} Derivative

Why? Because when Family Offices and VC firms make good choices, humanity benefits long term. Funding frontier tech and multi-tech systems requires deep technical expertise, significant prototyping experience and a well honed gut instinct. That’s where I can make the best contribution while continuing to position Geode within that stack.

Any perspective that treats these technologies, or their constraints as separate will significantly misprice both the risk and the upside.

The stack has 6 layers. Read them top-down as demand (each layer requires the next), and read them bottom-up as foundational (each layer allows and is required for the next).

{{ AI Agents + Blockchain + RWA / TradFi + Tokenization = Institutional Adoption > Industrial Adoption (Manufacturing, Logistics, Robotics) > Consumer Adoption }}

{{ AI + Chips + Data Centers + Raw Materials + Nuclear }}

{{ Robotics + AI + Edge/Decentralized Compute + Blockchain + Crypto }}

{{ Quantum Computing + AI Models/Harnesses + Blockchain + The Whole Internet }}

If everything goes wrong that can go wrong, these developments simply move elsewhere in the world. There is a particular inevitability about this stack of technologies and where it is going.

These criteria are based on The Heilmeier Catechism (adjusted for commercial allocation, and based on my own experience).