Al Ramadan

Vision without values fails to launch. Strategy without belief buckles under pressure. Missions without systems perish. What works? Conviction. And conviction can be engineered. At Decasonic, we believe conviction is engineered through top execution, AI-native talent, and system-level thinking across the key technologies of today: Web3 and AI. Blessed to be working with some great people across our ecosystem who engineer with sustainable conviction. Sustainable conviction encompasses: 1- Alignment that endures and flourishes with stress testing. 2- Execution that cuts through noise to build for signal. 3- Systems thinking that compounds with AI building AI. In markets defined by uncertainty and unknowns, conviction comes from disciplined design of humans and AI working together in systems that drive outcomes. "Full Speed Ahead" reflects these conversations around conviction. Excited to showcase this theme next week at our Fourth Annual Web3 Investor Day.

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AI and Tokenization unlocks new business models. At Decasonic, we have been seeking investment opportunities at the intersection of AI x RWA. Our investment thesis: Exponential technologies like AI and Web3 converge to build entirely new markets. These new use cases bring the digital world to the Real World Assets (RWA), enabling programmability, composability and liquidity that are native to digital code. The Dune x RWA.xyz RWA Report 2025 (attached) highlights how tokenized U.S. Treasuries alone have reached $7.3B in market size, an 85% YoY growth just this year. This is just one signal of how quickly tokenization is scaling across treasuries, credit, equities and other assets. We believe AI will accelerate this adoption and unlock entirely new business models. Here are three areas where we see Web3 tokens and AI mutually flourish: 1️⃣ New Business Models for AI Creations, AI Agents and AI Digital Twins AI agents, digital twins, and generative models are producing novel assets daily. Tokenization provides identity, ownership, and monetization rails, allowing creators and enterprises to build sustainable business models around AI native output. 2️⃣ Proof of Work and Proof of Personhood In an age of infinite AI content, trust becomes scarce. Tokenized attestations validate that work was produced by a verified human or an authenticated AI agent. This secures reputation and enables trust driven marketplaces. 3️⃣ Data Provenance for AI Models are only as good as the real and synthetic data they ingest. Tokenization provides a cryptographic ledger for data lineage, ensuring verifiable provenance, aligned incentives, and compliance for enterprises and regulators. The big idea: AI creates exponential output while tokenization ensures that output is verifiable, ownable, and monetizable. Together, they enable an entirely new layer of the global digital economy. The convergence of AI and tokenization is not just infrastructure. It is the foundation for the next generation of business models, from AI native enterprises to institutional grade financial systems.

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There’s a lot of conversation about how AI is concentrating capital. That’s real. But I’m also seeing how it’s expanding what small teams can build. At ThriveLink, AI has allowed us to move faster, reach more patients, and build technology that helps families navigate systems that were never designed to be easy. We’ve been able to do with a small amount of capital what used to require entire teams and millions in funding. The tools are changing. The mission isn’t. Thankful to the Los Angeles Business Journal and Plug In Ventures for highlighting the changing venture landscape and what founders like myself are navigating right now.

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More layoffs announced as the economy remains uncertain and the slow (but increasing) march towards increasing ai/automation dominance continues. Neo-liberal capitalism is not equipped to deal with the social upheaval this will cause. In order to soften the blows, business and government leaders need to re-orient our system from income for labor towards income from assets, with more widespread asset ownership. At the national level, it looks like sovereign wealth funds, but at the local level, it’s increasing support and incentives for employee-owned businesses and co-ops, which have proven to be more resilient through economic shifts over time. https://lnkd.in/esXW4CKa

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This is perhaps the greatest example of the great multiplier effect of American manufacturing and its contribution to the U.S. economy: Elon Musk's American manufacturing companies, including Tesla, SpaceX, xAI, The Boring Company, and Neuralink, have injected over $338 billion into the US economy since 2021. And the best is yet to come: "These expenditures are set to soar dramatically in the immediate future as Robotaxis, Optimus and Colossus scale, and could reach over $300b per year." And that's not even taking into account the economic multiplier of these expenditure, which, depending on which study you follow, adds anywhere from $2.68 to $3.60 to the economy for every $1.00 expenditure in manufacturing through direct, indirect, and induced effects. (Source: National Association of Manufacturers - NAM) Thanks Larry Goldberg for this excellent analysis. #madeinusa #americanmanufacturing #tesla #spaceX #usmanufacturing #useconomy #entrepreneurship https://lnkd.in/ervExaez

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When it comes to selling your business, what role do patents really play? In this podcast clip, Kurt shares why patents are often underestimated and how they can make a real difference to buyer confidence and valuation. It raises an important question: are business owners thinking about IP early enough in their journey, or only when it’s too late? 👉 We’ll share the full podcast in the comments.

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Beyond the Giants: The Breakneck Growth of Specialized AI (Mary Meeker’s Report Series Insight 1), While all eyes are on the massive horizontal platforms like ChatGPT and Gemini, Mary Meeker's 2025 report reveals the untold story of the AI boom: the astonishing rise of Specialized AI software. These companies aren't just building models; they are solving deep, industry-specific problems. They leverage proprietary data and workflows to deliver tangible outcomes, and their growth is nothing short of explosive. The report highlights several "hidden titans" that are redefining their verticals: Software Engineering: Anysphere Cursor is demonstrating how AI can fundamentally change code creation, rocketing from an estimated 1M to 300M in Annual Recurring Revenue (ARR) in just 25 months. Product Development: Lovable is democratizing software creation, hitting a remarkable $50M ARR milestone in a mere 5 months by turning ideas into full-stack apps. Healthcare: Abridge is tackling physician burnout by automating clinical documentation, growing from 50M to 117M in Contracted ARR in only 5 months. Legal: Harvey is transforming legal workflows, seeing its ARR grow 7x from 10M 70M in just 15 months. Customer Service: Decagon is automating support, achieving a 10x ARR increase from ~ 1M to 10M in a single year. The Takeaway: The future of AI monetization may not be a single winner-take-all battle. A new ecosystem of vertically-focused players is proving that deep domain expertise combined with AI is the ultimate competitive advantage. They aren't selling AI; they are selling a better way to be a lawyer, a doctor, or a developer. Which industry do you believe is most ripe for disruption by a specialized AI player? #VerticalAI #SpecializedSoftware #SaaS #AIinBusiness #TechGrowth #Disruption #MaryMeeker2025 #BusinessStrategy #businessplug

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Excerpted From the Stanford Closer Look Series paper titled: "THE CEO SCORECARD: HOW DIRECTORS SELECT A CEO WHEN THEY HAVE REAL SKIN IN THE GAME" "In this Closer Look, we consider the perspective of ValueAct Capital, an institutional investor with extensive, direct experience serving on the boards of directors of portfolio companies during multiple succession events. Through an analysis of these events, ValueAct has identified common deficiencies, including the manner in which required skills are identified and framed and the process by which they are evaluated. "ValueAct has also observed that many companies do not use rigorous scorecards built on quantitative metrics to guide the CEO evaluation process. Instead, the qualifications for a replacement CEO are often expressed as a list of vague qualities or adjectives, such as “leadership,” “vision,” “customer-centricity,” “communication skills,” “operational excellence,” and others. "Why are scorecards not more rigorous? Part of the problem lies with the board. All too often, board members lack a clear consensus around a company’s strategy and priorities and struggle to define the company’s future success in terms of specific outcomes. Without consensus, it is not possible to develop a rigorous and objective scorecard by which to evaluate potential internal and external candidates." Think about what ValueAct is saying. Boards (not sometimes but all too often) have difficulty defining the future success of a company in specific outcomes. This is obviously a huge problem in regard to defining what is needed in a new CEO in terms of experience, skills and track record. But it is also a huge problem in regard to: 1. Holding management accountable for results. If there is no consensus on outcomes, how can there be clarity in regard to what is expected of management? 2. If the board has a lack of consensus or clarity in regard to what the value creation drivers are how can there be any assurance that the board is doing its job well in allocating capital and driving operating performance and longer-term shareholder value? Said another way, how can shareholders have any degree of comfort that the board is focused on the development of the full potential of the company? Without major value creation initiatives with measurable results there cannot have been a deep dive diligence process designed to identify the full potential of the company. If such a process is absent, then there must also be the absence of a value maximization governing objective. And if that is absent, what is the role of the board? #valuemaximization #corporategovernance #boardofdirectors #governance #shareholdervalue

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Wow! Fascinating article Andrew Antos & Nischal Nadhamuni about how the Klarity platform does knowledge capture! A total disruptor indeed for how consultants traditionally did this work! Capturing not just what happens but why it happens has always been the missing link in enterprise AI, and Klarity ’s approach to surfacing human reasoning through its intelligent platform is a real step forward. The #AI Advisor’s ability to traverse vast context graphs, uncover cross-team patterns, and turn knowledge into actionable insights shows how innovation in knowledge capture can truly transform enterprise decision-making.

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If you care about out-innovating China in the AI war, you need more efficient chips, not just brute force buildout for hot, inefficient chips and architecture. That’s why DCVC backed Mythic — up to 1000x the SWapC of NVIDIA’s 2028 roadmap for real time embedded and datacenter compute. Oh, and by the way, *made on American fabs with zero Taiwan supply chain dependency*… We can’t pour more concrete than China, and our grid interconnect workers don’t slave away under threat of being murdered for their organs. We need smaller, cooler, faster, smarter, more power efficient chips. Mythic is proving that *today* with live silicon.

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