Operating record / 2026
Factories are not short on ambition.
They are short on capacity.
I build and back the infrastructure that lets American manufacturers make more: without the capital burden or operational risk of going it alone.
Scroll for the record / 01“The bottleneck is no longer the robot. It is the rail system that gets automation into production.”Formic deploys and fully manages robots on a monthly fee, so manufacturers can automate with no upfront capital.
Factories served
Fleet uptime
Production hours
From the floor, not a podium.
Conversations, essays, and coverage around the practical work of getting automation into the places that make things.
Robots
for America.
A national coalition focused on the adoption of robotics in the United States. Launched in 2026 to connect policy with the operating realities of deployment.
Visit Robots for AmericaBacking the physical world.
Personal investments and work from Baidu Ventures and Comet Labs, selected for the hard, compounding work of real systems.
Medra
Physical AI Scientists for biopharma R&D; raised a $52M Series A in 2025.
Active / Baidu VenturesMachina Labs
AI-driven robotic metal forming, including deployable systems for aircraft parts.
Active / Baidu VenturesAMP
AI-powered robotic sorting systems for recycling facilities, now operating at global scale.
Active / personalReplit
Cloud development and AI application-building platform.
Practice before theory.
Before Formic, I ran the global investment fund at Baidu Ventures, investing in AI and its impact on the physical world, and founded Comet Labs.
Earlier, I built and sold two technology companies, worked on alternative-energy infrastructure, and had early stints at Verizon, Microsoft, and Honeywell. Outside work, I volunteer with East Bay Lights.