Capital allocation drives the economy.
It decides which drugs get developed, which technologies get built, and which ideas survive long enough to matter.
And yet, for something so central, it still runs on a fragile foundation: human judgment.
Even the best investors are limited. They can only track so many opportunities, process so much information, and make so many high-quality decisions. The difference between average and exceptional allocators is enormous—but that edge is locked inside individual minds.
That makes it hard to examine clearly, hard to reproduce consistently, and hard to improve over time.
AI changes the equation entirely. Agents can absorb more information, connect more dots, and evaluate more possibilities with a consistent standard than humans can on their own. What was once left to individual judgement can become an optimizable system. A new hill to climb.
That’s why I’m starting Abundance. We’re starting in public markets, where feedback is fast and unforgiving. Over time, we expect to extend the same system across other asset classes. We don’t intend to sell or license this technology. We plan to use it ourselves. That also means we’ll be much more private than a typical startup.
If this works, the payoff is much larger than better investing. Capital allocation is not the same as creation, but it helps decide what creation gets the chance to exist. Done better, it helps turn scarce resources into more human progress.
Where We Are Today
We’re a small team of former quant researchers, AI researchers, engineers, and investors based in Palo Alto.
Over the past nine months, we’ve been building and running the system with our own capital. Our results have outperformed the benchmarks by a high margin, while maintaining a high Sharpe and low directional market exposure.
We’ve also raised $100 million in seed equity financing from some of the best investors in Silicon Valley, giving us the runway to build without distraction.
We work in person, in the same room, with unusually tight feedback loops and very little friction. The culture is high intensity and high urgency. We demo several times a day, debate constantly, and ship relentlessly. We care much more about whether an idea is right than about who said it first. The team is tight-knit, collaborative, and fun.
We work very close to the frontier of what current models can actually do, and we’re often able to get more out of them than most people expect.
Some Problems We Are Working On:
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Token efficiency in self-improving agents
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Robustness in long-running agents (20+ hours)
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Identifying and sourcing alternative datasets
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Handling extremely large amounts of data while staying within context limits
Who We Are Looking For
We’re planning on adding just 2–3 people this year. We’re looking for individuals who combine:
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Exceptional technical depth
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Strong commercial judgment
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Fluency in math and statistics
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Clear, precise thinking & communication
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A bias toward action
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And, a track record of making things happen without being asked to.
If you are interested in these problems and our mission, we’d love to hear from you. Check out the open roles here: https://abundanceco.com/