
Ojas Shukla
I operate across the AI stack - robotics, data, compute, markets. The signal comes from building the thing I’m betting on. San Francisco.
Sybilian
→Intelligence divergence thesis + concentrated AI supply chain fund
12 positions / 5 countries
Wrote a thesis arguing that symmetric intelligence across economic nodes - the hidden constant for 10,000 years - is breaking. Then traded it with real capital. Concentrated positions in AI supply chain bottlenecks across the US, Japan, Netherlands, Finland - EUV photomask suppliers, HBM probe cards, etching gas oligopolies. ~$6B average The alpha is the information asymmetry between AGI demand trajectory and what these suppliers price in.
3F Capital
Lead Quantitative TraderLargest automated market maker on Polymarket
$1.1B+ cumulative volume
Lead Quantitative Trader
Built the market making software from scratch. Autonomous agents handling high-frequency execution, inventory management, and position orchestration across Polymarket and Kalshi CLOBs. Continuous two-sided quoting across hundreds of event contracts simultaneously. Real-time Greeks, dynamic spread adjustment, on-chain settlement via Polygon. Ran the largest book on the platform before Jump Trading entered the space.
Built the operating system and data pipeline from the ground up. Hardware-agnostic OS across 7 humanoid platforms - Unitree G1/H1, Booster T1, Deep Robotics, LimX, custom rigs. 1kHz whole-body control, inverse kinematics, sub-millisecond PTP hardware sync. Synchronized multi-modal collection - vision at 30fps, proprioception at 920Hz, IMU at 1kHz, audio at 44.1kHz. 37,000+ episodes delivered, 30,000+ per month in production. 1TB+ daily across distributed H100 clusters with RDMA fabric, sub-80ms latency across 7 US cities. MediaPipe tracking, SAM3 segmentation, GPT-4o enrichment. Delivering data to Berkeley, Stanford, Citadel Securities.
Data Center Anywhere
GPU co-location with excess industrial power in Nevada
4MW target / Nevada
4MW GPU compute operation co-located with excess industrial power across Nevada. H100 clusters in containerized racks. RTX 5080 deployments live. Partner network through Lewis family - $3B real estate portfolio, 9M sq ft industrial. Allegiant Stadium in pipeline (megawatts sitting idle 80% of the year). 300,000 sq ft facility with 4,000 amp NV Energy upgrade under development.
Grove
XGBoost to Verilog compiler for FPGA inference
100M pred/s / sub-10ns
Open-source compiler that converts XGBoost models directly to synthesizable Verilog. Each tree becomes hardwired combinational logic - no fetch-decode-execute, just wires. Fixed-point quantization with per-feature linear scaling, runs on a $300 Xilinx Artix-7. 100% classification match with the original model.
Lindir
Data licensing for AI labs and quantitative funds. Delivery to firms like Point72.
250TB archive / 1B+ queries
Structured an 18-year, 250TB social data archive and a 1B+ query sports intelligence dataset into products that quant funds and AI labs can trade on. Multi-tier delivery infrastructure - raw feeds for labs, curated eval sets for startups, streaming feeds for trading desks. Enterprise pipeline serving the largest quantitative firms.
Infr
Encrypted data infrastructure at petabyte scale
Petabyte-class throughput
Built the full stack - petabyte-class encrypted traffic, zero-footprint data capture on edge devices with <0.3% battery impact, privacy-preserving analytics layer. Production infrastructure that later became the foundation for Gerra.
Hazlo.ai
Machine learning platform serving 20,000+ businesses - acquired by SAP
Acquired by SAP at 19
Built the full platform - backend API, distributed inference serving, client integration, multi-tenant architecture with request routing, model versioning, and SLA management. Scaled across 20,000+ businesses globally. Acquired by SAP. I was 19.
Fragmynt
Prediction market derivative protocol on Ethereum - backed by Accel
Singapore
Designed and deployed Solidity smart contracts for synthetic liquidity on Ethereum. On-chain transaction batching, asset transfer verification, cryptographic custody architecture. Backed by Accel. Built in Singapore.
Built the protocol layer. Ed25519 signed experiment records, content-addressed code artifacts via SHA-256 CID, length-prefixed JSON wire protocol over TCP. Distributes autoresearch loops across a network of nodes. 11K+ views on launch.
Fulcrum
ConsultingAI operating system for insurance brokers - now used by 25% of top 100 US brokerages
Raised $25M from CRV
Consulting
Helped develop the initial platform - document processing, entity extraction, automated underwriting workflows. Company went on to raise $25M from CRV and Foundation Capital. Now live with 25% of the top 100 brokers in the country.
Zepto
ConsultingRapid commerce platform
Consulting
Helped develop software for the platform.
Citadel Securities
Data consultingAlternative data for quantitative research
Data consulting
Structured and delivered alternative datasets for Citadel Securities research team. Parquet delivery to S3 with full source metadata and attribution layers.
BCG
ConsultingAI-powered enterprise org intelligence
Consulting
Built an AI tool for organizational mapping across enterprise datasets. NLP entity extraction, relationship mapping, SERP discovery, automated role classification. Active inbound from enterprise clients.
We Quantified the Sim2Real Gap for Bipedal Humanoids
2026284,000 joint samples, 123 episodes, 61 minutes of real-world data. Per-joint characterization needed, not uniform randomization. First comprehensive analysis for full-size bipedal humanoids.
Alternative Approaches for Modelling COVID-19
2020R² of 0.999 average. 99.53% accuracy on 14-day forecasts across 9 countries. Found India's detection rate was ~2.38%.
Diagnosing Intracranial Neoplasms through MRI & CNNs
2019Published at 17. VGG16 transfer learning, 50% dropout, 193 MRI scans. International Journal of Engineering Science and Computing.
Frontier AI inference API
HIP-3 perp markets on Hyperliquid
AI-powered domain search
Multi-agent simulation platform
C++ backend systems
Healthcare platform
This portfolio is only the good ones. I’ve built a lot of things that went nowhere. Got thrown in the trash. Never found a user. The ones listed above are what survived.
If a decision is reversible without too much cost, move fast. Don’t sit around thinking about it. Ship it, learn, move on. Most of the things above started as a weekend experiment.
But if it’s irreversible - a concentrated position, a company you’re committing years to - conviction matters more than speed. Things take time to compound. Compounding is beautiful but it demands staying.
Keep leverage in check.
Black swan events happen. Prepare for them.
Banks, brokerages, and protocols you trust can disappear overnight. SVB, FTX, LUNA.
Luck has a surface area. That’s why this page exists. That’s why there are this many things listed. It’s not about ego. It’s about increasing the probability that something connects.
Distribution matters as much as the product.
Launching Sybilian Fund. Data Center Anywhere deployed in Nevada. Delivered social intelligence data to Citadel Securities. Shipping alpha research stack producing live signals.
Founded Gerra - scaled to 37,000+ robotics episodes, 30,000+/month, 1TB+ daily throughput across 7 US cities. Deployed to Berkeley, Stanford, Citadel. Separately, built and ran the largest market maker on Polymarket under 3F Capital - $1.1B+ volume before Jump Trading entered. Published the Sybilian thesis.
Started trading concentrated AI supply chain positions across 5 countries. Began the run that proved the thesis.
Moved to San Francisco on an Extraordinary Ability visa. Built Infr - petabyte-class encrypted data infrastructure. Developed software for Fulcrum (later $25M from CRV) and Zepto.
Built Fragmynt - prediction market derivative protocol on Ethereum. Solidity smart contracts for synthetic liquidity. Backed by Accel. Singapore.
Scaled Hazlo.ai to 20,000+ businesses. Acquired by SAP.
Published COVID-19 modeling paper - R² of 0.999 across 9 countries. Dropped out of NTU Singapore on a full engineering scholarship.
Published brain tumor CNN paper in IJESC. SAT Math II: 800, Physics: 800. Entrepreneur First. Z Fellows.
Started trading Indian equities.