"Surely You’re Joking" is Not a Fund. It's a vision for the future and investing in things that can change everything. We don't have timelines or LPs, we just invest in what we believe.
We believe in a world of infinite productivity. Not incremental bullshit—exponential, inevitable change. We bet on three pillars that rip scarcity apart and build abundance:
Energy (Nuclear, Solar): Infinite power for anything, anywhere. No limits.
AI (Applied, Specific): Intelligence that rewires markets, not vague hype. Small magic today, global domination tomorrow.
Crypto (Utility Blockchains): Sound money and compute rails for a digital-first world. No speculative garbage.
Why these? Energy unlocks productivity. Productivity demands AI. AI needs sound money to scale without choking on resource scarcity. It’s a stack, not a scattershot.
What We Believe
Abundance or Bust: We back systems that don’t just tweak shit—they explode what’s possible.
Clarity Cuts Through: Complexity is for suckers. We want founders who see the signal in the noise.
Obsession Beats Everything: Big wins start with one problem, solved to death, until it births a market.
The Vision: Infinite Productivity, No Apologies
Energy: Nuclear and solar aren’t dreams—they’re the goddamn keys. Power everything, everywhere, forever. Infrastructure’s the bottleneck; we’re breaking it.
AI: Find the tiny, magical verticals—like SMS gateways or dog-walking apps—that scale into world-eating giants. Not “AI for all,” but AI for this, done perfectly.
Crypto: Bitcoin’s the vault for new wealth. Ethereum’s the engine for builders. More blockchains will rise, but utility’s the line—speculation can fuck off.
Current Investments
Energy: Radiant Nuclear
AI: Suno, Particle News
Crypto: BTC, ETH, ENS
Who We Back: The Founder Psychopath
We don’t care about your pitch deck. We back one kind of person:
Self-Aware Maniacs: They know their flaws and wield their strengths like a blade.
Truth-Bombers: They don’t bullshit; they attract talent with raw honesty.
Insanely Ambitious: Their goal’s so nuts it’s laughable—until it’s real.
Crystal Clear: They think and speak like snipers, not scatterguns.
Obsessed as Hell: They’d die solving this problem, not because it’s noble, but because it’s theirs.
How We Invest: No FOMO, Just Taste
Edge Over Hype: We chase tension, not trends. Where shit’s hard, breakthroughs hide.
Feel It: We must use or feel the product. If it sparks, we’re in the founder’s DMs that day. No cold emails—pure love.
Gut Rules: Great pitches are noise. Great products are truth. Trust our taste—it’s damn good.
Timing’s Everything: We ride the market’s pull, not the founder’s push.
Price vs. Upside: We’re not cheap, but we’re not dumb. Exponential wins beat penny-pinching. (Still kicking ourselves over Ramp at $70M—loved it, passed anyway.)
Why Us? The One Call You Make
We never call, but we always answer. We don’t babysit. We don’t meddle. We aren't ever going to bother you. We do one thing better than anyone: We’re the call when you're scared to call anyone else. We tell people call us when you're scared to call your investors. Founders hit us up when shit’s bleak—when they’re lost, terrified, or doubting everything. We listen hard, cut through the fog, and share the ugly truths we’ve lived. Fifteen years of this, and it’s why they pick us. Empathy’s our edge; curiosity’s our fuel, directness is our gift.
The Vibe
We’re not here to waste time or chase safe bets. We’re obsessed with the unknown—connecting dots no one else sees: ideas, markets, people, products. This isn’t a fund; it’s a middle finger to scarcity.
“Surely you’re joking.”
No, we’re not.
Current Investments
Energy: Radiant Nuclear
AI: Suno, Particle News
Crypto: BTC, ETH, ENS
Previous fund investments: Remote, Thirdweb, Acquire, Switchyards, Checkmate, Laylo, and 30+ more.
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