Ojas Shukla

Ojas Shukla

I operate across the AI stack - robotics, data, compute, markets. The signal comes from building the thing Im betting on. San Francisco.

01TRADING & MARKETS

Sybilian

2024 -

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

2025

Largest 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.

02ROBOTICS

Gerra

2025 -

Largest commercial humanoid fleet in the US

920Hz sync / 37K+ episodes

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.

03COMPUTE

Data Center Anywhere

2026 -

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

2026

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.

04DATA

Lindir

2026 -

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

2023 - 2025

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.

05SOFTWARE

Hazlo.ai

2020 - 2021

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

2021 - 2022

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.

Spore

2025 -

Decentralized AI research protocol

Karpathy endorsed

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.

06CONSULTING

Fulcrum

2023

AI 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

2023

Rapid commerce platform

Consulting

Helped develop software for the platform.

Citadel Securities

2026

Alternative 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

2024 -

AI-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.

07RESEARCH

We Quantified the Sim2Real Gap for Bipedal Humanoids

2026

284,000 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

2020

R² 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

2019

Published at 17. VGG16 transfer learning, 50% dropout, 193 MRI scans. International Journal of Engineering Science and Computing.

ALSO BUILT
CodeLace2026

Frontier AI inference API

Lattice2026

HIP-3 perp markets on Hyperliquid

NameGPT2026

AI-powered domain search

MiroWhale2025

Multi-agent simulation platform

Hornbill Labs2023

C++ backend systems

Spot Health2022

Healthcare platform

THINGS IVE LEARNED

This portfolio is only the good ones. Ive 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. Dont sit around thinking about it. Ship it, learn, move on. Most of the things above started as a weekend experiment.

But if its irreversible - a concentrated position, a company youre 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. Thats why this page exists. Thats why there are this many things listed. Its not about ego. Its about increasing the probability that something connects.

Distribution matters as much as the product.

TIMELINE
202624

Launching Sybilian Fund. Data Center Anywhere deployed in Nevada. Delivered social intelligence data to Citadel Securities. Shipping alpha research stack producing live signals.

202523

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.

202422

Started trading concentrated AI supply chain positions across 5 countries. Began the run that proved the thesis.

202321

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.

202220

Built Fragmynt - prediction market derivative protocol on Ethereum. Solidity smart contracts for synthetic liquidity. Backed by Accel. Singapore.

202119

Scaled Hazlo.ai to 20,000+ businesses. Acquired by SAP.

202018

Published COVID-19 modeling paper - R² of 0.999 across 9 countries. Dropped out of NTU Singapore on a full engineering scholarship.

201917

Published brain tumor CNN paper in IJESC. SAT Math II: 800, Physics: 800. Entrepreneur First. Z Fellows.

201816

Started trading Indian equities.