Hey, I'm Jay

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A bit about me:

- Entrepreneur living in New York
- Background in software & biomolecular engineering
- Ran a small, early-stage fund from 2017 to 2022. Went from $3M to $20M+ in assets.
- Currently running EverArt, a b2b SaaS platform that lets companies fine-tune image and video models on their brand imagery.
- Built up an edge around data processing and data augmentation to massively streamline fine-tuning process and standardize training on all sorts of visual IP.Some hot takes / predictions that I actively maintain
- Some non-negligible amount of the therapies that Bryan Johnson tests over the next 5-10 years will go mainstream, reviving the investability of the longevity category. More specifically the rise of charter-city led medical tourism will provide a schelling point for biotech/longevity companies to cheaply hit critical mass. Can get extremely high value data by testing on humans directly, and, lower the cost of getting FDA approval
- Some experiment around a global UBI type project, like Worldcoin, will become the most important economic project in the world
- Charter cities will hit a major inflection point in <5 years
- Transmission in the US will be the major bottleneck in the "electrification of everything", exacerbated by the development of massive, AI data centers in the Virginia tri-state area
- AI Alignment will be the primary topic of political debate before 2030
- web3 becomes a real thing somewhere between 2026-2032 (it took digital gold like 15 years to become a real thing, will take web3 a similar amount of time)
- Cryonics will have a major moment and start goinig mainstream (somewhere between 2028 - 2035)
- All AI tools will have to become become agent companies or agent-compatible in < 4 years
- AI agents will dominate crypto
- Foundation models that specialize on time-series data prediction will have a moment in < 3 years
- World simulators, and simulation as a general framework to think about AI, will become increasingly popularAngel Investing thesis
I like investing in bold, early stage biotech companies that are taking technical risk and have the potential to change biological outcomes radically. I've recently been most excited by:
- DNA damage repair
- Organ, tissue, and full body replacement therapy
- Cellular (re)programming
- Gene therapy & genetic engineering
- Novel delivery mechanisms
- Cryonics
- Anything that helps us test interventions faster or more effectively
- Alternative ways to commercialize therapies besides FDA approval (charter cities, etc)Why I invest in, and believe in, longevity
To me, figuring out the science behind aging is kind of an emergency. It's clear that age is the biggest risk factor in all major diseases (even more than smoking or obesity), and even just an extra year or two of healthspan would have profound effects on the economy, not to mention the other benefits. I think the problem is so big that it calls for Manhattan Project levels of coordination - concentrated money, talent, effort.

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