Lorin Gu is a founding partner at Recharge Capital who takes a thematic-first investing approach, focusing capital on a small number of global themes like women's health and semiconductors, then building entire ecosystems of operators, policymakers, and corporates around those themes rather than making one-off deals. He has built a holdco + operating platform style in women's health that assembles multidisciplinary teams into a single Women's Healthcare Investment Holdings platform, while also publicly sharing detailed market-structure views on digital assets that reflect his cross-asset, macro-informed perspective.