Said Mia moved from telecom investment banking at Citi and PJT into venture investing, shifting his focus to funding the physical infrastructure that AI depends on, like radio access networks, edge compute, and satellite-to-cellular handoff, with a particular focus on how intelligence is moving into the radio layer itself. He also looks closely at the rising cost of coordinating workloads across distributed GPU clusters, evaluates early connectivity startups by stress-testing their demand before anchor customers get involved, and often compares today's AI buildout to the dot-com fiber overbuild, arguing that physical infrastructure tends to last well beyond the hype cycle that built it.
About their Fund
Stormbreaker Ventures focuses specifically on the infrastructure, software, and connectivity layers behind networks, IoT, and edge systems, rather than general tech or software investing, and its general partners are former executives from AT&T Mobility, Qualcomm, and Bell Canada/Clearnet—including Glenn Lurie, who helped negotiate the first iPhone deal and built AT&T's IoT and Digital Life businesses, and Derek Aberle, former President of Qualcomm—giving the fund direct experience running telecom networks and products rather than just investing in them. This specialization has attracted founders building connectivity infrastructure as well as strategic investors like Thermo Companies and Mi Capital, who don't typically invest in venture funds but chose Stormbreaker specifically for its wireless and mobility expertise.















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