AJ Scaramucci has taken Solari Capital out of stealth with a wager built around one idea: 'programmable reality.' The venture firm says it has deployed roughly $350 million across early-stage investing, late-stage growth checks and in-house incubations since its founding.
Scaramucci describes the thesis as a world where 'every bit in the universe becomes programmable' as computational power compounds. In his view, biology, intelligence, physical matter and money are no longer fixed domains governed by trial and error or manual labor.
The firm's bets are split into four verticals. Programmable Intelligence covers AI, compute and foundation models. Solari's positions include xAI, Suno, Physical Superintelligence and Kira Learning.
Kira Learning founder Andrea Pasinetti said Scaramucci backed the company 'from day zero.' He also said Scaramucci introduced him to the broader idea of programmable reality when they first met at Stanford about 10 years ago. Kira's technology is being used as part of a broader AI-in-education push in El Salvador, where a pilot cohort of 171 public schools recently posted PISA-for-Schools results that officials and the OECD described as comparable to Germany and Sweden's 2022 averages. El Salvador's national PISA scores outside that pilot remain well below OECD averages, and Pasinetti cautioned that AI in education 'has to be done right.'
Programmable Biology spans computational drug discovery, gene therapy, immunotherapy and longevity. The portfolio includes Tessera Therapeutics and Gameto. The article text provided cuts off before the rest of that list is completed.
Scaramucci's path to the thesis runs through science, Tesla and Google. He said he worked in a bioelectronics lab studying implantable therapeutics and the cholinergic anti-inflammatory pathway before moving to the Bay Area and joining Tesla in 2013, then taking a rotation through Google where he briefly worked alongside Eric Schmidt.
He traces the thesis back to April 2012, when he was in a Stanford dorm room reading Peter Diamandis' 'Abundance: The Future Is Better Than You Think.' He described that book and Ray Kurzweil's 'The Singularity Is Near' as the 'Old and New Testament' of the current AI boom.
The market has already voted on the broader idea that software can reshape hard industries. What matters now is whether capital can turn that thesis into margins, productivity and durable earnings instead of just a clever narrative. Solari is betting that the next wave of free enterprise will be built not only in code, but in the physical world itself.
