01 / A LITTLE CONTEXT
Endlessly curious.
Strong opinions, loosely held.
I’m Chris Cable, an independent investor based in Sydney. I look for technological shifts before they become obvious. My interests are broad, but I tend to be drawn to products, platforms and ideas at the intersection of AI, crypto and frontier science.
More about me02 / THE RECORD
Ideas, followed further.Selected thinking.
All theses & memosInvestment memo
TextQL
Enterprise data agents face a hard test: make fragmented systems useful without becoming a services business.
Investment memo
ORBIO and a Darwinian Market for Intelligence
My thesis on $ORBIO and a Darwinian market for intelligence.
Investment memo
Dolphin Network
They built the customer before they built the network. The token buys itself with 100% of network revenue. The API has not opened yet.
Investment memo
Panthalassa
A wave-powered ocean data center Thiel just backed. The platform may be worth building; the cargo it carries is racing to zero.
Investment thesis
Photonic Interconnect
Light as the structural successor to copper in AI scale-up.
Research
Hard Limits on Sparse Bioelectric Control
Bioelectric repair is a dimensionality problem, not a dose problem. Below a critical number of intervention sites, no amount of stimulation works.
Research
Stranded or Fungible?
Testing whether Extropic’s thermodynamic-computing moat survives scale. On what I could measure, the moat looks more like a head start.
Investment memo
Venice AI
A dual-token AI protocol — VVV for ownership, DIEM for compute — built for autonomous agents, not humans.
Research
Culture Without Function
Emergent coordination in artificial systems, through costly signals.