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Investment timeline

When I first invested in each company. It started in 2016 with Tesla; the busiest year was 2023, with 17 new companies.

Tesla2016
Apple2017
Nvidia2019
AMDApr 2021CoinbaseApr 2021MicrosoftJun 2021
AlphabetMar 2023AmazonMar 2023BYDMar 2023CloudflareMar 2023IntelMar 20232023 · Public, 6 more MetaMar 2023ShopifyMar 2023TencentMar 2023TwilioMar 2023Bank of AmericaApr 2023TSMCJun 2023
MicronJun 2024ASMLNov 2024
BroadcomMar 2026XanaduMay 2026IRENJun 2026NebiusJun 2026SalesforceJun 20262026 · Public, 4 more ServiceNowJun 2026SpaceXJun 2026CleanSparkJul 2026SandiskJul 2026
’16’17’18’19’20’21’22’23’24’25’26
Chipper CashJun 2021PUSHASAug 2021AmplifiedSep 2021After.comOct 2021ArinexOct 20212021 · Private, 7 more HEXOct 2021RivyOct 2021OfficelyNov 2021PearlerNov 2021Plum GuideNov 2021preezieNov 2021me&uDec 2021
ImaliClickFeb 2022GliderMar 2022TixelApr 2022TreintaApr 2022
AtelierJun 2023Rockfish DataJul 2023ArintraAug 2023AutoGrabOct 2023StreamkapNov 2023EverlabDec 2023
InstantJan 2024SwitchboardApr 2024iionJun 2024ZendirJul 2024MiLaboratoriesAug 2024
A1ZapMar 2025OneMRIApr 2025Cova AIJun 2025Future GolfJun 2025AtriumAug 2025QSICSep 2025
FlyweelJun 2026VexevJun 2026Bower LabsJul 2026

Above the line: shares in public companies. Below: private startups.

2026 · 12 companies

  1. SandiskSandiskJul 2026NAND flash memory, SSDs and memory cards, from phones to AI data centres.Public · SNDK
  2. CleanSparkCleanSparkJul 2026Bitcoin miner turning its power-rich US sites into AI data centres.Public · CLSK
  3. Bower LabsBower LabsJul 2026An AI operating system for lab research that captures experiments as they happen and guides scientists at the bench.Private
  4. VexevVexevJun 2026AI-powered robotic ultrasound that lets non-specialists capture vascular scans at the point of care.Private
  5. SpaceXSpaceXJun 2026Reusable rockets, Starlink satellite internet and, since merging with xAI, the Grok AI models.Public · SPCX
  6. ServiceNowServiceNowJun 2026A cloud platform and AI agents for running IT, HR and customer service workflows.Public · NOW
  7. SalesforceSalesforceJun 2026CRM software, Slack, Tableau and Agentforce AI agents.Public · CRM
  8. NebiusNebiusJun 2026An AI cloud with large GPU clusters and software for training and running AI models.Public · NBIS
  9. IRENIRENJun 2026Renewable-powered data centres for AI cloud computing and bitcoin mining.Public · IREN
  10. FlyweelFlyweelJun 2026Financial infrastructure for advertising spend, combining ad budget controls, spend cards and ad financing.Private
  11. XanaduXanaduMay 2026Photonic quantum computers built from light, and the PennyLane quantum software library.Public · XNDU
  12. BroadcomBroadcomMar 2026Networking chips, custom AI accelerators and infrastructure software, including VMware.Public · AVGO

2025 · 6 companies

  1. QSICQSICSep 2025AI-driven in-store audio and retail media platform that lets retailers run and measure audio advertising.Private
  2. AtriumAtriumAug 2025An AI chief of staff that manages your inbox and professional relationships.Private
  3. Future GolfFuture GolfJun 2025A digital golf membership giving golfers access to a network of partner courses, events and an app.Private
  4. Cova AICova AIJun 2025AI assistants and workflow tools built specifically for insurance brokers and underwriters.Private
  5. OneMRIOneMRIApr 2025Preventative full-body MRI scans across Australia, with radiologist reports and doctor-explained results.Private
  6. A1ZapA1ZapMar 2025A social messaging app where people build and share AI chatbots, agents and mini-apps inside group chats.Private

2024 · 7 companies

  1. ASMLASMLNov 2024The only maker of the EUV lithography machines needed to produce the most advanced chips.Public · ASML
  2. MiLaboratoriesMiLaboratoriesAug 2024Maker of Platforma, a computational biology platform for analysing sequencing data in biologics discovery.Private
  3. ZendirZendirJul 2024Digital twin and simulation platform for designing, testing and operating spacecraft and satellite missions.Private
  4. MicronMicronJun 2024Memory and storage chips, including the high-bandwidth memory used in AI accelerators.Public · MU
  5. iioniionJun 2024A gaming advertising platform connecting brands with game publishers and players.Private
  6. SwitchboardSwitchboardApr 2024Cloud integration platform that connects the systems of suppliers, retailers and logistics providers.Private
  7. InstantInstantJan 2024AI-powered email and SMS retention marketing for eCommerce brands.Private

2023 · 17 companies

  1. EverlabEverlabDec 2023Preventative health memberships that find problems before they become disease.Private
  2. StreamkapStreamkapNov 2023Managed real-time change data capture that streams database changes into warehouses, lakes and apps.Private
  3. AutoGrabAutoGrabOct 2023Vehicle data, valuations and market intelligence for dealers, insurers, lenders and fleets.Private
  4. ArintraArintraAug 2023Autonomous, AI-native medical coding that turns clinical notes into accurate insurance claims.Private
  5. Rockfish DataRockfish DataJul 2023Synthetic data for testing and evaluating AI models and agents before they reach production.Private
  6. TSMCTSMCJun 2023The world's largest contract chipmaker, making leading-edge chips for Apple, Nvidia, AMD and more.Public · TSM
  7. AtelierAtelierJun 2023An innovation and manufacturing platform that helps beauty and wellness brands develop and make products.Private
  8. Bank of AmericaBank of AmericaApr 2023One of the largest US banks, across consumer banking, Merrill wealth management and investment banking.Public · BAC
  9. TwilioTwilioMar 2023APIs for sending texts, calls, email and WhatsApp messages from software.Public · TWLO
  10. TencentTencentMar 2023WeChat, the world's largest video game company, cloud and fintech.Public · TCEHY
  11. ShopifyShopifyMar 2023Commerce software that powers millions of online stores and shops.Public · SHOP
  12. MetaMetaMar 2023Facebook, Instagram, WhatsApp, Threads, Llama AI and Ray-Ban Meta glasses.Public · META
  13. IntelIntelMar 2023x86 processors for PCs and servers, and a contract chipmaking business.Public · INTC
  14. CloudflareCloudflareMar 2023The network in front of a large share of the web, for speed, security and serverless apps.Public · NET
  15. BYDBYDMar 2023The world's largest maker of electric and plug-in hybrid cars, and a major battery maker.Public · BYDDY
  16. AmazonAmazonMar 2023Online retail, Prime, AWS cloud computing and advertising.Public · AMZN
  17. AlphabetAlphabetMar 2023The parent of Google, YouTube, Google Cloud, Gemini and Waymo.Public · GOOGL

2022 · 4 companies

  1. TreintaTreintaApr 2022Business management app and AI tools for small businesses in Latin America and the US.Private
  2. TixelTixelApr 2022Fan-to-fan ticket resale marketplace with price caps and ticket verification to stop scalping and fakes.Private
  3. GliderGliderMar 2022An API-first payments platform that improves how billers notify customers and collect payments.Private
  4. ImaliClickImaliClickFeb 2022An embedded "1-click" insurance checkout API for travel and online commerce businesses in Africa.Private

2021 · 15 companies

  1. me&ume&uDec 2021Ordering, payments, reservations and guest marketing software for restaurants, pubs and venues.Private
  2. preeziepreezieNov 2021AI shopping assistant and guided-selling quizzes that help eCommerce shoppers find the right product.Private
  3. Plum GuidePlum GuideNov 2021Curated holiday-home rental platform that vets homes so guests can book stays with confidence.Private
  4. PearlerPearlerNov 2021Long-term investing platform for Australians, with auto-investing in ASX and US shares, micro-investing and super.Private
  5. OfficelyOfficelyNov 2021Desk, meeting room and parking booking for hybrid workplaces, run from inside Slack and Microsoft Teams.Private
  6. RivyRivyOct 2021Clean energy financing for Nigerian homes and businesses, covering solar systems and electric vehicles.Private
  7. HEXHEXOct 2021Entrepreneurship, innovation and tech-skills programs for students and early-career professionals.Private
  8. ArinexArinexOct 2021Australian conference organiser and event technology group for associations, government and corporates.Private
  9. After.comAfter.comOct 2021Online direct cremation, pre-planning and funeral insurance for US families.Private
  10. AmplifiedAmplifiedSep 2021Attention measurement and prediction for advertisers, built on real human viewing data.Private
  11. PUSHASPUSHASAug 2021Marketplace for authenticated sneakers, streetwear and collectibles, based in Sydney and shipping worldwide.Private
  12. MicrosoftMicrosoftJun 2021Azure cloud, Windows, Microsoft 365, GitHub, LinkedIn and Xbox.Public · MSFT
  13. Chipper CashChipper CashJun 2021Cross-border payments, virtual USD cards and investing for Africans, plus business payment services.Private
  14. CoinbaseCoinbaseApr 2021The largest US crypto exchange, plus custody, USDC and the Base network.Public · COIN
  15. AMDAMDApr 2021CPUs, GPUs and AI accelerators for data centres, PCs and gaming consoles.Public · AMD

2019 · 1 company

  1. NvidiaNvidia2019GPUs and full-stack computing platforms that power AI, gaming and data centres.Public · NVDA

2017 · 1 company

  1. AppleApple2017iPhone, Mac, iPad, Apple Watch and the services that run on them.Public · AAPL

2016 · 1 company

  1. TeslaTesla2016Electric cars, batteries, solar and self-driving software.Public · TSLA
Noosa Heads, Australia

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