We’re currently in the midst of the greatest acceleration of technological progress since 2010 and the advent of mobile/social computing. New frameworks for problem solving are emerging daily aided by artificial intelligence, CRISPR technologies, climate manipulation, and several other radical new fields previously dismissed as science fiction.

When we started Sinai, the prevailing wisdom in Silicon Valley was that “hardware was hard” and that software investments provided much better risk-adjusted opportunities. That assumption is becoming less credible in the current venture capital landscape, with space exploration, brain computer interfaces, driverless electric vehicles, autonomous warfare drones, and nuclear fusion companies all appearing to be increasingly within reach, with potentially transformational impacts on civilization.

Sinai’s new focus will be on these harder technical problems, as we believe this is where the majority of the value creation for this next venture cycle will emerge. While we still welcome revenue generating traditional tech businesses, its become clearer to us that the best returns will come from this new generation of transformational technologies.

Some of our latest investments include Anduril, Varda, Galvanick, Rangeview, Factory.AI, Science.IO, and several others.