INTERNAL TOOL
Forge AI
AI agents for the investing workflow.
A set of internal agents that support sourcing, diligence, memo writing, etc. Built to automate repetitive research and reporting so time is spent on analysis and decision-making.
Supporting builders at the AI + software frontier, and collecting hobbies on the side.
Where I share projects, notes, and the occasional half-baked idea — as I learn, build, and challenge myself.
about
I invest in early- and growth-stage companies building the infrastructure behind software and the physical world.
Before CapitalG, I advised technology companies and investors at McKinsey, with earlier stops at Snackpass, Lucid Motors, Cisco, and Morgan Stanley. I studied Business Administration and Economics at UC Berkeley.
Outside work, I collect hobbies — currently basketball, cycling, and writing The Sixth Source.
I also have nearly 100 first cousins. Growing up in a large Vietnamese immigrant family taught me that community is built by showing up for people, and that trust compounds over decades. That lesson shapes how I invest and build relationships.
Projects
Tinkering to understand things better.
HEALTH AI
SignalMed
Paid AI work for clinicians.
Building with my friends Pavan and Anmol to make clinical AI safer — a platform where clinicians earn by reviewing AI outputs, labeling medical data, and correcting clinical reasoning.
↗COMMUNITY
Consulting Talent Network
Founders, meet top consulting talent.
Building community and a source for founders to connect with top consulting talent. If you're a founder or current/former consultant, reach out.
↗DATA PRODUCT
Capital OS
Public markets in one view.
A dashboard that aggregates portfolio holdings, 13F filings, valuation multiples, and market data into a single interface. Built to track how companies, sectors, and investors are positioning over time.
Notes and Essays
Thinking out loud.
Read all on Substack ↗Beyond the Browser
What changes when AI acts on atoms, not pixels — on physical AI's inflection point.
July 2026Owning Intelligence
On reinforcement learning in vertical AI and who captures value in the intelligence stack.
June 2026Infra Breakdown: Databases
The layer every app is built on — and where it's headed next.
June 2026Infra Breakdown: Explaining the Stack, One Layer at a Time
An introduction to the software powering modern applications.
March 2026On X
Shorter thoughts.
Showing recent posts while checking X for newer ones…
Alex Tran@a1ex_tranloved this discussion from @tejalpatwardhan + @AndrewMayne! a few thoughts / takes: as models have become increasingly multimodal, evals are getting harder. voice and vision require their own measurement stacks, safety requirements, etc.Alex Tran@a1ex_transpending more time w/ hard tech and defense cos, it's become clear how much founding teams matter. team quality always matters, but in these categories the gap is amplified.Alex Tran@a1ex_transome thoughts on databases / @Supabase: postgres has become the default database powering modern apps, and value is shifting from databases to the developer platforms built on top of them.Alex Tran@a1ex_tran$CRM down another 2% today. public market sentiment seems less convinced that value will accrue to the app layer—for now.
