Venture Capital
Pattern-matching
Constrained by herd mentality — chasing yesterday's winners while the ground shifts beneath them.
Conviction after consensus
AI is rearranging industries, labor, and capital. Mirus builds and owns the businesses positioned to absorb it.
AI and automation are fundamentally changing our economy and society. The structure of industries, labor markets, and capital allocation is being rearranged. The odds that most assets are fundamentally reordered are nearly 100% — and even halved, the conclusion holds.
Venture capital, corporate innovation, and tech transfer are all ill-equipped for what is coming.
We don't pick the winners of the AI era. We build and own them.