Investments
Companies and startups I've invested in. Select one to learn what they do.
As of 29 Sep 2026
What I believe
We're at the very beginning of the AI build-out. Few people use AI yet, and usage per person will grow exponentially. That needs orders of magnitude more compute and electricity. AI, space, autonomy and robotics will define this century.
Software still matters. Systems of record, compliance and regulated work need certainty, which suits deterministic software, and AI agents will run on top of it. I invest for the long term.
A1Zap
AI · San Francisco, United States
A social messaging app where people build and share AI chatbots, agents and mini-apps inside group chats.
Private
After.com
Consumer · Provo, United States
Online direct cremation, pre-planning and funeral insurance for US families.
Private
Alphabet
Internet · Mountain View, United States
The parent of Google, YouTube, Google Cloud, Gemini and Waymo.
Public · NASDAQ:GOOGL
Amazon
Internet · Seattle, United States
Online retail, Prime, AWS cloud computing and advertising.
Public · NASDAQ:AMZN
AMD
Semiconductors · Santa Clara, United States
CPUs, GPUs and AI accelerators for data centres, PCs and gaming consoles.
Public · NASDAQ:AMD
Amplified
Adtech · Adelaide, Australia
Formerly Amplified Intelligence
Attention measurement and prediction for advertisers, built on real human viewing data.
Private
Apple
Consumer tech · Cupertino, United States
Formerly Apple Computer
iPhone, Mac, iPad, Apple Watch and the services that run on them.
Public · NASDAQ:AAPL
Arinex
Events · Sydney, Australia
Formerly Joyn, Delegate Connect
Australian conference organiser and event technology group for associations, government and corporates.
Private
Arintra
Healthtech · San Francisco, United States
Autonomous, AI-native medical coding that turns clinical notes into accurate insurance claims.
Private
ASML
Semiconductors · Veldhoven, Netherlands
The only maker of the EUV lithography machines needed to produce the most advanced chips.
Public · NASDAQ:ASML
Atelier
Manufacturing · Sydney, Australia
An innovation and manufacturing platform that helps beauty and wellness brands develop and make products.
Private
Atrium
AI
An AI chief of staff that manages your inbox and professional relationships.
Private
AutoGrab
Automotive · Melbourne, Australia
Vehicle data, valuations and market intelligence for dealers, insurers, lenders and fleets.
Private
Bank of America
Banking · Charlotte, United States
One of the largest US banks, across consumer banking, Merrill wealth management and investment banking.
Public · NYSE:BAC
Bower Labs
AI · Gold Coast, Australia
An AI operating system for lab research that captures experiments as they happen and guides scientists at the bench.
Private
Broadcom
Semiconductors · Palo Alto, United States
Formerly Avago Technologies
Networking chips, custom AI accelerators and infrastructure software, including VMware.
Public · NASDAQ:AVGO
BYD
Automotive · Shenzhen, China
The world's largest maker of electric and plug-in hybrid cars, and a major battery maker.
Public · OTC:BYDDY
Chipper Cash
Fintech · San Francisco, United States
Cross-border payments, virtual USD cards and investing for Africans, plus business payment services.
Private
CleanSpark
Bitcoin mining · Henderson, United States
Bitcoin miner turning its power-rich US sites into AI data centres.
Public · NASDAQ:CLSK
Cloudflare
Cloud · San Francisco, United States
The network in front of a large share of the web, for speed, security and serverless apps.
Public · NYSE:NET
Coinbase
Fintech · United States
The largest US crypto exchange, plus custody, USDC and the Base network.
Public · NASDAQ:COIN
Cova AI
Insurtech · Brisbane, Australia
AI assistants and workflow tools built specifically for insurance brokers and underwriters.
Private
Everlab
Healthtech · Melbourne, Australia
Preventative health memberships that find problems before they become disease.
Private
Flyweel
Fintech · Brisbane, Australia
Financial infrastructure for advertising spend, combining ad budget controls, spend cards and ad financing.
Private
Future Golf
Consumer · Melbourne, Australia
A digital golf membership giving golfers access to a network of partner courses, events and an app.
Private
Glider
Fintech · Sydney, Australia
An API-first payments platform that improves how billers notify customers and collect payments.
Private
HEX
Edtech · Melbourne, Australia
Entrepreneurship, innovation and tech-skills programs for students and early-career professionals.
Private
iion
Adtech · Sydney, Australia
A gaming advertising platform connecting brands with game publishers and players.
Private
ImaliClick
Insurtech
Formerly ImaliPay
An embedded "1-click" insurance checkout API for travel and online commerce businesses in Africa.
Private
Instant
Software · Sydney, Australia
AI-powered email and SMS retention marketing for eCommerce brands.
Private
Intel
Semiconductors · Santa Clara, United States
x86 processors for PCs and servers, and a contract chipmaking business.
Public · NASDAQ:INTC
IREN
AI · Sydney, Australia
Formerly Iris Energy
Renewable-powered data centres for AI cloud computing and bitcoin mining.
Public · NASDAQ:IREN
me&u
Software
Formerly Mr Yum
Ordering, payments, reservations and guest marketing software for restaurants, pubs and venues.
Private
Meta
Internet · Menlo Park, United States
Formerly Facebook
Facebook, Instagram, WhatsApp, Threads, Llama AI and Ray-Ban Meta glasses.
Public · NASDAQ:META
Micron
Semiconductors · Boise, United States
Memory and storage chips, including the high-bandwidth memory used in AI accelerators.
Public · NASDAQ:MU
Microsoft
Software · Redmond, United States
Azure cloud, Windows, Microsoft 365, GitHub, LinkedIn and Xbox.
Public · NASDAQ:MSFT
MiLaboratories
Biotech · San Francisco, United States
Maker of Platforma, a computational biology platform for analysing sequencing data in biologics discovery.
Private
Nebius
AI · Amsterdam, Netherlands
Formerly Yandex N.V.
An AI cloud with large GPU clusters and software for training and running AI models.
Public · NASDAQ:NBIS
Nvidia
Semiconductors · Santa Clara, United States
GPUs and full-stack computing platforms that power AI, gaming and data centres.
Public · NASDAQ:NVDA
Officely
Software · London, United Kingdom
Desk, meeting room and parking booking for hybrid workplaces, run from inside Slack and Microsoft Teams.
Private
OneMRI
Healthtech · Brisbane, Australia
Preventative full-body MRI scans across Australia, with radiologist reports and doctor-explained results.
Private
Pearler
Fintech · Sydney, Australia
Long-term investing platform for Australians, with auto-investing in ASX and US shares, micro-investing and super.
Private
Plum Guide
Travel · London, United Kingdom
Curated holiday-home rental platform that vets homes so guests can book stays with confidence.
Private
preezie
Software · Melbourne, Australia
AI shopping assistant and guided-selling quizzes that help eCommerce shoppers find the right product.
Private
PUSHAS
Marketplace · Sydney, Australia
Marketplace for authenticated sneakers, streetwear and collectibles, based in Sydney and shipping worldwide.
Private
QSIC
Adtech · Melbourne, Australia
AI-driven in-store audio and retail media platform that lets retailers run and measure audio advertising.
Private
Rivy
Climate · Lagos, Nigeria
Formerly Payhippo
Clean energy financing for Nigerian homes and businesses, covering solar systems and electric vehicles.
Private
Rockfish Data
AI · San Ramon, United States
Synthetic data for testing and evaluating AI models and agents before they reach production.
Private
Salesforce
Software · San Francisco, United States
CRM software, Slack, Tableau and Agentforce AI agents.
Public · NYSE:CRM
Sandisk
Semiconductors · Milpitas, United States
Formerly SunDisk
NAND flash memory, SSDs and memory cards, from phones to AI data centres.
Public · NASDAQ:SNDK
ServiceNow
Software · Santa Clara, United States
A cloud platform and AI agents for running IT, HR and customer service workflows.
Public · NYSE:NOW
Shopify
Software · Ottawa, Canada
Commerce software that powers millions of online stores and shops.
Public · NASDAQ:SHOP
SpaceX
Space · Starbase, United States
Reusable rockets, Starlink satellite internet and, since merging with xAI, the Grok AI models.
Public · NASDAQ:SPCX
Streamkap
Data · San Francisco, United States
Managed real-time change data capture that streams database changes into warehouses, lakes and apps.
Private
Switchboard
Logistics · Sydney, Australia
Cloud integration platform that connects the systems of suppliers, retailers and logistics providers.
Private
Tencent
Internet · Shenzhen, China
WeChat, the world's largest video game company, cloud and fintech.
Public · OTC:TCEHY
Tesla
Automotive · Austin, United States
Formerly Tesla Motors
Electric cars, batteries, solar and self-driving software.
Public · NASDAQ:TSLA
Tixel
Marketplace · Melbourne, Australia
Fan-to-fan ticket resale marketplace with price caps and ticket verification to stop scalping and fakes.
Private
Treinta
Fintech · Bogotá, Colombia
Business management app and AI tools for small businesses in Latin America and the US.
Private
TSMC
Semiconductors · Hsinchu, Taiwan
The world's largest contract chipmaker, making leading-edge chips for Apple, Nvidia, AMD and more.
Public · NYSE:TSM
Twilio
Software · San Francisco, United States
APIs for sending texts, calls, email and WhatsApp messages from software.
Public · NYSE:TWLO
Vexev
Healthtech · Sydney, Australia
AI-powered robotic ultrasound that lets non-specialists capture vascular scans at the point of care.
Private
Xanadu
Quantum computing · Toronto, Canada
Photonic quantum computers built from light, and the PennyLane quantum software library.
Public · NASDAQ:XNDU
Zendir
Space · Canberra, Australia
Formerly Nominal Systems
Digital twin and simulation platform for designing, testing and operating spacecraft and satellite missions.
Private
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