About
Portfolio
Theses
Thoughts
wall of love
Theses
2026 Request for Startups
2026 Pathlight RFS
The AI-Native Systems Integrator
Vertical Hardware & Applied Robotics
Capital Markets Infrastructure
Digitizing the Financial Plumbing of the Physical World
Agentic AdTech
Next-Generation Energy, Utilities, and the Built World
The Next Generation of Security Across Physical, Cyber, and Critical Infrastructure
Digitizing the Machinery of Government & Public Safety
Rebuilding the Modern Healthcare Stack
2025 Request for Startups
Pathlight x Primary: 2024/2025 Request for Fintech Startups
Voice AI as an Operating System
2025 RFS: Modernizing the Machinery of State & Local Government
Pathlight Q1 2025 RFS
