Wave Thesis

A conviction-based research practice positioned at the intersection of exponential technology convergence.

Est. 2026

A surfer riding a wave at sunset.
The thesis

Six exponential technology curves are converging simultaneously — artificial intelligence, robotics, advanced manufacturing, energy, defense technology, and compute architecture. The companies positioned at their intersections will define the next decade.

Wave Thesis is the framework for finding them.

Pacific, 2025