Investor relations

Investment thesis.

I’m a capital allocator. I invest in technology because it lets us build the future at scale, in the cheapest, quickest and most efficient way.

The problems we face today

Six areas where old systems are failing people, and where technology can do far better.

01

Environment

  • Excessive greenhouse gas emissions.
  • Clean water shortages.
  • Existential threats to many species.
  • Overuse of natural resources.
02

Education

  • Decades-old programs that haven’t innovated.
  • Unequal access to high-quality, effective education.
  • The cost of education is out of reach.
  • A one-size-fits-all system.
03

Healthcare

  • A decades-old system that hasn’t innovated.
  • Unequal access to high-quality, effective care.
  • Slow drug discovery, development and deployment.
  • The cost of healthcare is out of reach too.
04

Access to equity

  • Not enough financial literacy for most people.
  • Too few tools and platforms to build equity.
  • Little access to certain high-return asset classes.
05

Access to banking

  • A decades-old banking system that hasn’t innovated.
  • Unequal access to high-quality, effective banking.
  • A one-size-fits-all system.
06

Legacy practices

  • Loss of global leadership.
  • We keep making the same mistakes.
  • Politically driven decisions and misaligned incentives.

How can we build a better future?

By investing in technology.

Technology lets us build the future at scale, in the cheapest, quickest and most efficient way.

“There are only technical solutions. Everything else is noise.”
— Ethan Lu

Investor inquiries

Interested in investing alongside me, or building something in one of these areas? Send me a note.

Get in touch