Stake Capital Group

Investment approach

Thesis

Markets efficiently price business risk and badly price physics risk. We underwrite what others cannot evaluate. Computation is physical Every bit flipped dissipates energy. Intelligence at scale is an energy and infrastructure problem before it is a software problem. We invest down the entire stack. Trust is mathematics Cryptography enforces agreements with number theory rather than lawyers. Systems whose guarantees are proofs compound in value as the world becomes adversarial. Engineering risk is the moat The durable returns of this decade sit behind problems that take rare teams years to solve. We back fusion-grade engineering, not feature velocity.Source (opens in a new tab)

Investing status notes

Stake Capital Group builds and invests at the frontier of physics, computation, and markets.