East/West AI research, education and investing.

Investing

Where AI capital is moving, East and West.

We invest our own money. We also selectively advise family offices and funds on AI strategy, technology and market structure, never advice on specific securities, portfolios or allocations.

Experience

$200 million raised, $500 million deployed.

References available on request

Raised for the companies San co-founded and led, as both the salesman and the engineer. Deployed over his career: his own capital and, in earlier roles, capital for funds, families and other institutional investors.

How we work

Put East and West AI to work.

Pick the door that fits. Start with East/West AIpha, the weekday briefing for investors.

Advisory for funds and family offices

AI strategy for investors and boards.

We brief family offices, private equity, venture and hedge funds and other institutional investors on East/West AI, and advise CEOs, C-suite leaders and boards on AI strategy.

Formats

  • AI briefing for boards and investment committees
  • Quarterly East/West AI technology and markets review
  • One-day workshop

Advising companies

Advisory for growth companies.

San takes a small number of part-time director and advisor seats with startups, VC-backed and larger companies building with AI.

Scope

Our advisory covers AI strategy, technology and market structure, never advice on specific securities, portfolios or allocations. It is separate from our research, selective, and by written engagement only. WorkOptional does not manage money for others, hold client assets, offer securities, arrange deals, or take fees tied to investment returns, and we do not seek or share confidential or material non-public information about any company.

General research and education. Not investment advice. See our Disclaimer.