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$UBER · Deep research on taxi driver economics led to early Uber conviction
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$SPCX···bullish· high· poscyan banister
Cyan Banister put entire Ironport exit into SpaceX on Luke Nosek's conviction
Luke Nosek's emphatic conviction during SpaceX's early rocket failures convinced Banister to invest all her liquidity; she held for 20+ years, calling it the best investment of he…
$NIANTICbullish· high· poscyan banister
Banister invested in Niantic spinout after decoding Google's mapping strategy via Ingress
Observed Ingress players renting helicopters to capture virtual portals, realized Google was crowdsourcing mapping data; invested immediately when Alphabet spun out Niantic, predi…
$UBER···bullish· high· poscyan banister
Deep research on taxi driver economics led to early Uber conviction
Interviewed taxi drivers to understand their $200 daily gate fee and miserable economics; pre-thinking the structural problem made Uber investment obvious when discovered.
$FLOCK-SAFETYbullish· medium· poscyan banister
Flock Safety singled out as 'really cool company' in portfolio
Banister explicitly highlights Flock Safety as a really cool company during portfolio review, indicating positive view on its public safety technology.
$TOGETHER-AIbullish· medium· poscyan banister
Together AI highlighted as 'very underrated' in portfolio
Banister specifically calls out Together AI as very underrated among her portfolio companies, implying strong conviction in its AI infrastructure position.
$CAFE-Xbullish· low· poscyan banister
Cafe X robotic coffee shops delight Banister as 'investments in the wild'
Banister enjoys seeing Cafe X's robotic airport coffee shops in person as tangible proof of portfolio success, though her main critique is they need disco balls.
$SUBSTRATEbullish· high· poscyan banister
Substrate called the 'substrate of technology' and top exciting inflecting investment
Substrate provides foundational technology infrastructure that Banister believes is necessary for the future; one of three most exciting investments currently inflecting in her po…
$BECOMING-BIObullish· high· poscyan banister
Becoming Bio called 'substrate of biology' and top exciting inflecting investment
Becoming Bio provides foundational biology infrastructure complementary to Substrate's technology substrate; one of three most exciting investments currently inflecting.
$DIAMOND-FOUNDRYbullish· high· poscyan banister
Diamond Foundry's diamond wafers for AI semiconductors seen as real value beyond jewelry
Investors missed the industrial diamond and semiconductor wafer play, focusing only on synthetic jewelry; founder foresaw AI and crypto demand for diamond wafers, making it a key…
$ANDURILbullish· high· poscyan banister
Anduril will consolidate defense tech and become a top prime contractor
Defense tech startups are emerging due to space war, drone warfare, and robotics; Anduril's drone-swarm defeat product positions it to consolidate the sector and become a top defe…