The MetaGravity Investment Thesis
A couple of disclaimers before we dive in: We publish both sector and individual investment theses for free, and many have gleaned insights from them, but nothing herein is investment advice. Publishing our theses allows us to synthesize, generate feedback upon and further refine them. In each thesis, I borrow liberally from
The Atom Bioworks Investment Thesis
Our core biotech investment thesis at Gravity Fund is that humanity’s ability to engineer biology will fundamentally transform how we diagnose, treat, and manage disease. Tools like computational biology, protein folding modeling, evolutionary biology engines, rationally designed nanomaterials, and CRISPR enable an expanding pool of entrepreneurs to simulate, analyze and engineer biology
NFTs as foundational Metaverse infrastructure
However bullish you are on NFTs, you are wrong. You are insufficiently bullish. 1/ On NFTs 2030 However bullish you are on NFTs, you are wrong. You are insufficiently bullish. 6529 has gone to the mountaintop and there is almost nothing in life that 6529 is as sure of as this — 6529 (@punk6529) October 1, 2021 The
The Metaverse is Having a Moment
The biggest ideas in tech often lurch into the lexicon before they are truly coherent. This was the case with the ‘Metaverse’ and we’re just now beginning to see the emergence of the core infrastructural pieces catching up with the lexicon. The term ‘Metaverse’ comes from digital cyber-punk antiquity. Coined by the writer
The Next Computing Epoch
New technologies can create whole new industries. New technologies can, and often do, successfully disrupt and eventually overwhelm prominent firms, which have built their positions based on prior technologies. Technology cycles (or epochs) are often described as following a pre-determined or predictable trajectory. Progress is seen to involve a succession of epochs,
Introducing Gravity Fund
I’m thrilled to announce the launch of Gravity Fund, a thesis driven early-stage Venture Capital firm, alongside my Co-Founder and Managing Partner, Adam Gruver. We’ll be investing in extraordinary entrepreneurs building bleeding edge technology on the brink of commercialization in four defined sectors: Consumer Marketplaces & Applications, Fintech & Crypto, Enterprise Software,