If I work backward from the biggest problems, I can find the biggest opportunities. Here are 4 areas I’m excited about investing in now:

1) Longevity. Everything about my life is awesome. If you’re sitting in the United States as you read this, chances are the same is true for you.

The only thing that could derail it some day: sickness and death. That’s why I’m really interested in technologies that could increase our lifespan.

We’re seeing amazing new AI tools for scientific research, like the Evo2 and State models from the Arc Institute. Those new tools could help us discover drugs that let us live longer.

Everyone hates biotech these days. But new drugs, especially those for longevity, are becoming a big focus for me.

2) Fertility. If we’re all going to be living a lot longer, someone’s gotta take care of us oldsters. But sadly, fertility is collapsing around the world.

You may know that fertility in Korea, China and Japan has hit rock bottom. But America too is below replacement rates. Even more shocking, many developing countries like Brazil and India are below replacement as well.

That’s why I’m focusing on technologies to improve fertility. If women could have babies more easily past age 40, we might see many more children born.

3) Human Connection. Most Americans today say they feel lonely. And although we picture the young having the time of their lives, they’re actually the loneliest of all.

That’s why I’m interested in technologies that bring humans together, in person. This could mean people meeting around shared interests. Or it could be a better dating app.

What I don’t want to see is AI friends. I don’t want computers taking the place of human beings.

Those companies will probably be huge financial successes. But just like tobacco or gambling, I want nothing to do with it.

4) Defense. Number 4 may appear to be the odd man out on this list. But even if we live a long time with many children and lots of friends, it won’t matter if we can’t defend ourselves.

At the top of my list are missile defense startups. I seldom see one, but I’m continuing to scour startupland for them.

We’re in great danger from ICBMs and hypersonic missiles. Any technologies that could help stop them, like interceptor missiles or better radar systems, could be a great bet.

The recently passed One Big Beautiful Bill Act provides $25 billion for the Golden Dome, a missile defense system for America. This is an incredible tailwind for startups working on this problem.

Wrap-Up

What didn’t you see in this list? AI SDR’s, ad tech, AI-enabled CRM’s, etc.

Those could be useful tools. But they’re just not interesting to me.

I can’t motivate myself to get out of bed to increase ROAS 10%.

I’ll tell you what is motivating: solving a massive problem. These aren’t the only areas where I plan on investing, but they’re at the top of my list.

If you’re building in longevity, fertility, human connection or defense, let me know!

Have a great weekend everyone!

More on tech:

Grok 4: The Best AI Model Ever?

The Top 5 Reasons I Pass On a Startup

Up to $15 Million, Tax Free — QSBS Changes in the BBB

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