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Introducing Encoded Ventures: A New Chapter in Seed-Stage Infrastructure Investing
I’m excited to announce the launch of Encoded Ventures — a solo-GP fund that invests in technical founders building infrastructure software (and occasionally hardware) at the earliest stages. I’ve always been drawn to early-stage projects. I live for the moment when you meet a founder with a unique insight into the technical trends shaping the…
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Atero acquired by Crusoe
Congratulations to Alon, Omer, Ben, Eyal, and the entire team at Atero.ai on their acquisition by Crusoe. The combination of Atero’s Unified Memory architecture with Crusoe’s energy and data center infrastructure will enable the next generation of efficient LLM platforms for training, inference, and reasoning. It also highlights that racking and stacking GPUs is not…
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Investment in ConfigHub
I’ve written many “why we’re investing in XYZ newco” blogs over the years. They usually follow a familiar formula: there’s a massive pain point, a technological shift, a big market, an awesome team, and—these days—sprinkle in some AI and voilà, aren’t we smart? But with Encoded, there is no “we.” It’s just me—and I wanted…
