Public markets
Research across AI providers, supporting infrastructure, and emerging technology businesses. We consider valuation, financing, demand, and the durability of cash flows.
Capital & research
Conviction begins
with the work.
TaylorVentureLab brings together Christopher Taylor and John Paulo Gonzales’s proprietary investment activity, venture interests, and independent research. We study how technology creates value—and where the economics may fall short.
Our own capital. Our own accountability.
Research informs
the decision.
Private ventures
Long-term venture interests and business development, with attention to the people, operating model, and capabilities required to build lasting value.
Independent challenge
A thesis is a starting point. We test assumptions, examine downside scenarios, and separate evidence from narrative before committing proprietary capital.
Research focus
The economics
beneath the AI economy.
We examine the relationships between infrastructure commitments, customer demand, financing, and independently supported returns.
Infrastructure
Compute, semiconductors, memory, data centers, networking, power, and cooling.
Capital flows
Financing structures, investment interdependencies, concentration, and exposure to changing market conditions.
Evidence of demand
Utilization, monetization, customer economics, and the gap between announced ambition and realized cash flows.
Initiative in development
Alpha Fund.
An investment initiative grounded in research, human judgment, and disciplined governance.
The Alpha Fund concept sits within our longer-term capital strategy. Its structure and launch remain in development.
Alongside that work, the Andromedia / Alpha Lab educational concept explores investment theses, simulations, backtesting, and evidence-led learning. This learning pathway is distinct from proprietary portfolio decisions and from any future fund.
TaylorVentureLab currently describes its activity as proprietary investing and research. This page is not an offering of fund interests or an invitation to place outside capital. No investment performance is represented.
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