The scarce input was never capital.
For twenty-nine years, across the dot-com, SaaS, mobile, and AI transitions, the same pattern held: structural transitions reward the few who read them early and judge clearly while everyone else waits for consensus.
What twenty-nine years taught me to look for.
I backed that conviction in energy and climate deep tech, in orbital infrastructure, in the enterprise and financial rails most people find too boring to underwrite — and as an angel in companies like Twilio and Cloudflare before the thesis was obvious.
What I learned is that the scarce input was never capital. Capital is the most abundant thing in the system; in most cycles there is too much of it, chasing too few good reads. The scarce input was judgment — the ability to separate the assumption that carries the whole story from the one that merely sounds good, and to stand behind the call while it is still unpopular.
Awesome Ventures invests proprietary capital and is not deploying new external capital. The judgment, though, no longer has to stay locked inside one person writing occasional cheques. That is askOdin.
Judgment, built as infrastructure.
The questions I asked by hand in a first meeting were never secret and never personal. There is no reason they should stay artisanal.