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We identify and invest in a small number of entrepreneurs and the companies they build, from seed to scale.

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Contrary Research

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Breaking Down the Orbital Launch Market

Alexander Zou, Claire Burch

As the cost of launching satellites into space becomes ever cheaper, consulting firms, think tanks, and equity researchers alike have speculated that the industry is approaching launch commoditization in the near future.

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Are Prediction Markets Doomed to Fail?

Claire Burch

In the last year, few industries have captured cultural, regulatory, and investor interest to the same degree as prediction markets.

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Rare Diseases and the Platform Biotech Renaissance

Claire Burch, Kiran Sheth

The companies best positioned for the next decade will not be those treating orphan drugs as isolated products, but those using rare disease as the commercial and regulatory proving ground for the next generation of biotech platforms.

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Ships for America

Sawsan Haider, Kyle Harrison

In the 1980s, the US came to the conclusion that manufacturing and shipbuilding were commodity processes better suited for lower-cost labor markets in Asia.

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