Library
awesome-ventures.vcCrawled Oct 25, 2026
Product
6 pages- AI Systems — Areas of Exploration/areas/ai-systems
What changes when intelligence becomes infrastructure. Interface layers, compute economics, the new shape of software, organisational reconfiguration around inference.
- Areas of Exploration/areas
The six thematic territories Awesome Ventures works through — Venture Intelligence, AI Systems, Technological Shifts, Enterprise Infrastructure, Future Interfaces, Decision Systems. Long-running lines of inquiry, not sector bets.
- Decision Systems — Areas of Exploration/areas/decision-systems
How institutions, markets, and individuals navigate information under conditions of compression. The architecture mediating between data and judgement.
- Enterprise Infrastructure — Areas of Exploration/areas/enterprise-infrastructure
The substrate that institutional commerce runs on — settlement, identity, security, data sovereignty. Where boring infrastructure becomes the most consequential.
Blog
6 pages- AI Infrastructure Wars: Energy Production Defines Global Supremacy/insights/ai-infrastructure-wars-energy-production-defines-global-supremacy
AI energy consumption is now compounding four times faster than grid capacity additions. Which countries resolve the mismatch first will determine which countries lead in artificial intelligence over the next decade.
- AI's Unprecedented Acceleration: Reading BOND Capital's 2025 AI Report/insights/ais-unprecedented-acceleration-a-vcs-smart-brevity-breakdown-of-bond-capitals-2025-ai-report
Mary Meeker's BOND Capital May 2025 'Trends — Artificial Intelligence' report documents a cycle compressing several decades of typical technology-curve dynamics into eighteen months. The structural signals worth carrying forward.
- Notes/notes
Short-form observations, signals, and pattern recognition from Awesome Ventures. The site between essays.
- Research/insights
Essays, observations, and frameworks from Awesome Ventures — analysis of the structural transitions reshaping technology, venture, and the systems being built around them.
Team
1 page- Team/about/team
The partners at Awesome Ventures — YekSoon Lok and Dhiraj Wohra. Operator-investors with twenty-nine and twenty years across the dot-com, SaaS, mobile, and AI transitions.
About
2 pages- About/about
Awesome Ventures is a private investment office founded by YekSoon Lok, tracking structural transitions in technology — venture intelligence, AI-native systems, and the infrastructure shifts reshaping the next decade.
- Thesis/thesis
The throughline across twenty-nine years: structural transitions reward those who read them early and judge clearly. The scarce input was never capital — it was judgment.
Homepage
1 page- Homepage/
A thesis office tracking venture intelligence, AI-native systems, and the mechanics of private capital. The judgment work is now built into askOdin.
Terms & Conditions
1 page- Legal/legal
Awesome Ventures outlines its terms of use and privacy policy, covering website usage and data practices, including consent for AI processing of submitted materials.
