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Visionary Investing · Est. 2025

Shaping
tomorrow with
visionary
investments

Tailored for investors aiming for sustained growth. We track the technologies that don't fit neatly into traditional frameworks — because the future rarely does.

Explore Themes Read Research
φ = (1 + √5) / 2 aₙ = aₙ₋₁ + aₙ₋₂ r = ae^(bθ) 1, 1, 2, 3, 5, 8, 13… ∫₀^∞ e^(-x²)dx = √π/2 S∞ = a / (1 − r)
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Our Thesis

We invest where
others see
too much risk

SquishyAI is built for investors who understand that the biggest returns come from seeing clearly before the market does — and holding conviction while the world catches up.

01 — PERSPECTIVE

Conventional portfolios are built for a world that no longer exists

The industries being built today — from AI that thinks to biology that computes — don't fit neatly into traditional sector classifications. We build frameworks to understand them on their own terms.

02 — PATIENCE

Exponential technologies require exponential patience

The most transformative companies spend years looking expensive before they look cheap in hindsight. We're not traders. We're students of deep technological change — and we invest accordingly.

03 — TRANSPARENCY

We publish our thinking — not just our conclusions

Inspired by the best research-driven firms, we open-source our investment thesis. If our reasoning is sound, sharing it makes it stronger. We welcome the scrutiny.

2025 Moonshot Themes

The Six Platforms
Rewriting the Rules

Each theme represents a platform technology — one that enables an entire ecosystem of companies, products, and industries we can't fully anticipate yet.

🧠
THEME 01
Brain-Computer Interfaces (BCIs)
Direct neural interfaces that blur the line between biological and digital cognition. From restoring lost function to amplifying human capability — the brain is becoming a platform.
Explore theme →
🧬
THEME 02
Synthetic Biology
Programming living organisms like software. Engineering biology to produce medicines, materials, and food — turning life itself into a manufacturing platform.
Explore theme →
⚛️
THEME 03
Next-Generation Energy
Nuclear fusion, next-gen fission, and grid-scale storage converging to create the energy abundance that powers civilizational growth — and AI itself.
Explore theme →
🤖
THEME 04
Advanced Robotics
Humanoid robots trained on AI are crossing the threshold from controlled environments to the messy real world. Physical labor is on the verge of automation.
Explore theme →
🌐
THEME 05
Spatial Computing
The convergence of AR, AI, and real-time 3D rendering is creating a new layer of reality. The physical and digital worlds are becoming one navigable space.
Explore theme →
🌍
THEME 06
Climate Intervention
The technologies removing carbon, cooling the atmosphere, and rebuilding ecosystems. Humanity's most urgent engineering challenge is also one of its most compelling opportunities.
Explore theme →
Investment Approach

How we think
about the future

01

Identify platform technologies, not point solutions

We focus on technologies that enable other technologies — the picks and shovels for entire new industries. Platform shifts create the largest and most durable returns.

Thematic Research
02

Invest across the full S-curve, not just the peak

Exponential technologies follow predictable adoption curves. We model where each platform sits and size positions accordingly — entering early, holding through uncertainty.

S-Curve Analysis
03

Less dependent on traditional investment patterns

Disruptive companies often look wrong by conventional metrics. We build valuation frameworks grounded in the physics of the technology, not the comparables of the past.

First-Principles Valuation
04

Diverse markets, sectors, and regions

Innovation doesn't respect borders. We track leading companies in the US, Europe, and Asia — because the best BCI company might be in Shenzhen, not Silicon Valley.

Global Coverage
05

Companies poised to innovate and lead

We look for companies with unfair advantages — proprietary data, network effects, regulatory moats, or scientific leadership — that compound over time as the technology matures.

Moat Analysis
06

Designed for steady, long-term growth

We're not managing quarterly expectations. We're building portfolios designed to look boring for a while, then suddenly obvious. Patience is the strategy.

Long-Horizon Conviction
Research

We publish
our thinking

Deep research is the foundation of everything we do. We're building a library of investment memos, theme analyses, and technology deep-dives — and we share it openly.

Get Early Access
🚀

Moonshots 2026: Ten Forces Reshaping the Investment Landscape

Our inaugural annual research report — from the AGI threshold to the efficiency revolution DeepSeek triggered. Ten structural forces, grounded in the latest data.

Published February 2026 →
⚡

The DeepSeek Effect: What AI's Efficiency Revolution Means for Investors

A $6M model matched $600M competitors. We break down what the intelligence cost curve means for infrastructure plays, AI-native software, and geopolitical strategy.

Coming Q1 2026
🤖

The Agentic Enterprise: How AI Agents Are Restructuring White-Collar Work

40% of enterprise apps will have AI agents by year-end. A deep-dive on which roles, industries, and business models are most exposed — and who captures the value.

Coming Q1 2026
☀️

SPARC & The Fusion Bet: A Deep-Dive on Commonwealth Fusion Systems

The first magnet is installed. Net energy is targeted for 2027. We examine the science, the team, the timeline risks, and what a successful Q>1 result would mean for energy markets.

Coming Q2 2026
🦾

The Humanoid Inflection: Why Physical AI's Moment Is Now

Figure, 1X, Tesla Optimus, and Apptronik are shipping units — not prototypes. We map the hardware cost curves, the labor economics, and which industrial verticals get disrupted first.

Coming Q2 2026
🌐

Sovereign AI: How Nations Are Racing to Own the Stack

From the UAE's $1.4T US investment deal to France's Mistral and Saudi Arabia's HUMAIN project — governments are treating AI infrastructure as strategic national assets. We map the capital flows, export control fault lines, and what it means for global tech investors.

Coming Q3 2026
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SquishyAI

Est. 2025 · SquishyAI

About Us

We're building
something new.

SquishyAI is an early-stage investment research firm with a clear conviction: the technologies being built today will reshape every industry, and most investors aren't positioned for it.

We're not a legacy firm with decades of conventional thinking to unlearn. We're starting from first principles — asking what the best investment firm for the next 20 years would look like, and building that.

Our name is intentional. Squishy systems adapt. Rigid ones break. The best investors, like the best AI models, update their beliefs when the evidence changes — and hold conviction when it doesn't.

Join Us Early →
Join the Waitlist

Get in early.
Think differently.

We're building a community of investors serious about understanding the technologies that will define the next decade. Join our waitlist for early access to research and investment memos.

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Early access to all SquishyAI research reports and investment memos

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Monthly newsletter covering the 6 moonshot themes

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Priority access to future fund opportunities when they launch

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