Rayfe Gaspar-Asaoka focuses on companies where the core technology has already moved past early research risk into a scale-up stage, and in AI he looks for both a real data advantage and a genuine change in the business model, not just enthusiasm for the technology. In space, he pays close attention to the infrastructure behind the scenes—like orbital communications, tracking crowded satellite traffic, and the manufacturing tools that make satellites cheaper and faster to build—and he pushes founders to lean on detailed, month-by-month data rather than big-picture metrics alone.