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david helgason

T2 · manager / operator

Co-founded and led Unity as CEO through IPO ($13B valuation, $2B+ revenue). After Unity, became angel investor then co-founded Transition Ventures, a $150M Fund II focusing on hard tech rewriting industrial systems across energy, compute, and manufacturing.

1 call·1 name·100% bull·last heard 3 months ago·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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1sthigh conviction
$OLEXOlexposition

Transition Ventures backs photonics computing startup Olex targeting biggest market category

Olex is building photonics-based computing chips with a relentless, deeply technical founder (Thiel fellow) assembling top talent from SpaceX and ASML to attack the largest market category in compute.

Scaling Europe2026-05→

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$OLEX
Olex
HIGHdavid helgason·Scaling Europe·3 months ago· position
Transition Ventures backs photonics computing startup Olex targeting biggest market category
Olex is building photonics-based computing chips with a relentless, deeply technical founder (Thiel fellow) assembling top talent from SpaceX and ASML to attack the largest market category in compute.
"Yeah we got to invest in Olex early. I mean early it's a very young company still. And uh you know, it's just a uh it's incredible that that the the talent is assembled around him…"
7:09