Blog

At this point, something unusual has happened. This is no longer a list of companies. It’s no longer a portfolio in the traditional sense. It’s a performance . Each character has entered with a role, a temperament, and a reason for being on the stage—not to impress in isolation, but to interact , evolve, and respond to the same future as it unfolds. Let’s name them as they now exist. The Cast (by character, not ticker) The Watcher  — sees clearly when conditions break down Th

These two characters arrive with unfinished edges. Practical. Physical. And carrying questions the script has not yet answered. Character One: UMAC — The Wildcard Unusual Machines operates in a narrow but critical layer of the modern stack: the physical components that make unmanned systems possible . Motors. Frames. Hardware that flies. This is not software. This is not abstraction. If this portfolio were a play, UMAC would be the Wildcard . The character whose presence sugg

Every great performance eventually leaves the ground. Not to escape reality—but to expand it . These two characters arrive with upward intent, each working a different layer of the same question: How far can humans move when gravity, distance, and cost are no longer absolute? Character One: JOBY — The Aviator Joby Aviation is building electric vertical takeoff and landing aircraft designed for short-range urban flight. This is not about speed for its own sake. It’s about prec

Every serious performance eventually reaches a moment where brute force stops working. More data doesn’t help. More speed doesn’t help. What’s needed instead is judgment —and sometimes, entirely new ways of computing it. These two characters arrive precisely there. Character One: BBAI — The Strategist BigBear.ai  operates where complexity overwhelms humans. BBAI builds decision-intelligence systems used in defense, logistics, and national-scale operations—places where outcome