Our Thesis

Vibe Capital is a $10m Fund that invests in the Web3, AI, and Deep Science sectors at the Pre-Seed and Seed stage.

We seek venture-scale returns by leaning in to the volatility caused by the exponential growth of the Web3, AI, and Deep Science sectors intertwining with demographic shifts and climate change.

Our worldview: The near future = Reformation, then Renaissance

Reformation - 2021-2025
The next 10-15 years will be marked by unprecedented volatility and change. Similar to the Reformation, traditional power structures are being challenged as technological, climatological, and demographic forces expose inadequacies of the current system.
Renaissance - 2025-2030
During any volatile period, enormous wealth will be created, and incumbents will be disrupted.

But just as the outcome of the Reformation was the Renaissance followed by the Enlightenment, the Modern Reformation also presents a chance to usher in a dramatically restructured society: one in which power structures are more equitable, beneficial, transparent and accessible.

We invest in those companies.

Vibe's Portfolio, Aims, and Operations

What are the macro outcomes Vibe Capital looks to support?
Picks and shovels of volatility: Underlying tools, protocols, or infrastructures to build the new renaissance more quickly, equitably, and justly.

  • Open source, decentralized infrastructure for controlling atoms like bits
  • Protocol for value accrual to individuals who share their data to power AI algorithms

Amelioration of worst outcomes: Caps downside to the worst outcomes of volatility.

  • Prevent climate change homelessness
  • Limit catastrophic wealth loss in failed currencies/countries
  • Reinforce security of critical infrastructure (water, electricity, etc.)

Amplification of best outcomes: Goes from 0 to 1, or 1 to 1,000,000, of clear wins for society.

  • Curing a disease
  • Dramatic reduction in societal ills such as homelessness or poverty

Takes advantage of, or builds, emergent behaviors: Ushers in new paradigms, attitudes and primitives to satisfy either emergent needs of society, communities, or the individual.

  • Legal solutions for identities created in the Metaverse
  • Protocol that provides tokenized ownership of a community's (WoW tribe, neighborhood in San Francisco's) data
  • Reimagining of eldercare utilizing 3-D printed living communities, virtual spaces, and drone/robot assisted logistics

Builds collective intelligence to provide structure and understanding to a rapidly changing world: Structures and processes for coordinating understanding and effort are undergoing complete transformation. New concepts of organization will be necessary for amplification of best outcomes and amelioration of worst outcomes.

  • Protocol that helps implement Quadratic Voting in local elections
  • Wikipedia with a blockchain-based consensus mechanism and governance tokens
  • DAOsaaS (Decentralized Autonomous Organizations as a Service)
What is the risk profile of companies do we invest in?
We are investing in Oysters and Pearls. Oysters are high expected return if you can crack the risk; Pearls are sure fire and high return.

Going Deeper on
Our Worldview

Volatility & Technology

What do you mean, Unprecedented Volatility?
The author Tim Urban on his blog "Wait But Why" illustrates this perfectly in "The AI Revolution: The Road to Superintelligence" (2013):

human progress
While Tim Urban's axis of "Human Progress" refers to the impact artificial intelligence will have on humanity, we disagree that this is the only technology, or even the only factor, leading to extreme, compressed change.

Due to the compounding effects of information technology, a much steeper climate curve, and an unprecedented shift in demographics, the Modern Reformation will be years, not centuries.

And while the European Reformation's target of power was the Catholic Church, the current Reformation is upending nation-state governments - and the downstream entities that benefit from their existence, namely media and large corporations.
Why technology?
Technology has always had outsized impact on societal change, and now is no different.

The past 20 years has seen the alluvial soil of the internet has engulf the globe - and four nascent technologies will emerge from that soil with breath-taking force and beauty.

Crypto allows a complete re-conceptualization of the accrual and transfer of wealth and value.

By creating Bitcoin, Satoshi Nakamoto solved the problem of coordinating trust amongst people on a massive scale - without a centralized entity.

Combine this with coordination of information at a massive scale (the Internet) and the centralized entities who have historically adjudicated wealth accrual and value transfer are no longer needed.

This disruption means the hierarchies of power aren't in stasis anymore. Any individual or group of people can transfer wealth and communicate their message on level footing with any other entity. There's a new player in the game - everyone.

"Communities create history, not great men." - Joshua Rosenthal, PhD

AI and ML provide every human with god-like decision making and understanding of the world.

AI and ML enhance humans ability to make decisions and derive meaning from the world - with the speed and mathematical accuracy of a computer.

Human brains are great at a lot of stuff - recognizing other human faces, social interaction, and other highly-specialized skills that helped the species survive in the grasslands of Sub-Saharan Africa 100,000 years ago.

Once we began augmenting our abilities using technology, however, we no longer needed evolution to add new capabilities, and could offload new skills to technology.

The most powerful technology humans ever created is a second brain - computers. While computers excel at things that humans are bad at - like math - they were useless at enhancing a person's ability to understand and derive meaning from the world.

Until now. _

Genomics humans re-imagine their physical identity and mortality.

Human experience has always been a function of our mortality and our physical bodies. This is changing. Over the last five years, we have passed key inflection points in the ability to access, manipulate, and understand the molecular building blocks of the human body. We can now engineer biology like we engineer software.

If we simply increased lifespan, it would drastically change what it means to be human. But engineering biology gives physical appearance, attributes, mental states, and even identities license for reimagination - and creativity. The implications for removing the constraints of our bodies is gargantuan.

Robotics remove constraints of physical location and transportation.

We are beginning an age of exponential increase in atom-based innovation, and a fundamental re-thinking of the centering of lives and business around atom-proximity. The current cost and speed of sending and assembling bits of information is basically zero, and instant. This is hugely different than 40 years ago.

This is not the case for atoms. Atoms - be it humans, food, construction materials, or medicine - have been left out of this exponential innovation.

This is changing. There is a renewed interest in innovating in atom-based technology - enabled by networks of information (the Internet) networks of value (crypto) to incentivize innovation and to understand (ML/AI) and engineer atoms.

Climate & Demographic Volatility

Why is climate change a driver of volatility?
In some ways, Climate Change is the perfect parallel to our thesis. Volatility is increasing in the climate on a massive scale, and in a similarly compressed time period.

Global Average Temperature Change

As you can see above, the pace of a changing climate is very fast - unprecedented in human history. When you compress the amount of time needed to respond to something, you're more likely to make errors, leading to volatile outcomes.

Climate Change leads to an increase in:

Of course, climate change will not affect everyone on the planet equally. Climate Change will disproportionately affect demographics that are outside of traditional power structures, regions, and age groups.
What demographic shifts are you talking about? What do they have to do with anything?
The final piece of global upheaval is shifting demographics.

Wealth is currently concentrated among older people. These people, naturally, are attached to centralized power structures to maintain that wealth:

Intergenerational wealth

This disparity leads to younger generations become increasingly resentful of existing centralized entities.

Not only is there a strong imbalance in wealth in existing demographics; the quantity of global population is increasingly shifting to people who have a strong resentment to previous power structures:

World Population by Year

Those humans aren't just younger; they are also predominantly in regions with resentment towards existing power structures (mainly Sub-Saharan Africa and Asia):

Population growth

Narratives are unavoidably temporal;
databases, with their perfect
memory, shift time to an
undifferentiated blob.

- Aaron Z. Lewis

You can't be an expert in all of these fields. Who are your advisors?

  • Sid Kandan

    Sid Kandan

    Hardware - CEO, Stel

  • Travis Deyle

    Travis Deyle

    Robotics - CEO, Cobalt

  • Sidney Primas

    Sidney Primas

    AI - Co-Founder, Edge Analytics

  • Ashley Zehnder

    Ashley Zehnder

    Genomics/Bio - Founder, Fauna Bio

  • Peter Yang

    Peter Yang

    Consumer - Product at Reddit, Former FB

  • Matty Ayers

    Matty Ayers

    Chief Creative Officer, Founder, TinyWins

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