Michael O'Brien
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Regulation As Alpha: Life in a Pre-Seed Venture Capital Firm
Managing Partner, Síol VC. I invest in founders building in regulated markets before policy settles — when risk is mispriced and competition is limited. 25+ years in government relations became one thesis: regulation isn't a risk. It's alpha.
10 posts · theirs
Lately
The Land of 10,000 Bans: Why Minnesota’s Prediction Market Fight Is Your Future
Regulation As Alpha: Life in a Pre-Seed Venture Capital Firm ·
Trump’s China Trip Wasn’t About Trade. It Was About the Future Industrial Stack
Regulation As Alpha: Life in a Pre-Seed Venture Capital Firm ·
Regulation Is Alpha: Why the Best Venture Returns Hide in Regulatory Friction
Regulation As Alpha: Life in a Pre-Seed Venture Capital Firm ·
Defense Tech: Crowded Trade or Generational Alpha?
Regulation As Alpha: Life in a Pre-Seed Venture Capital Firm ·
DC’s New AV Bill
Regulation As Alpha: Life in a Pre-Seed Venture Capital Firm ·
Fusion Didn’t Get Regulatory Clarity. It Got a Starting Gun.
Regulation As Alpha: Life in a Pre-Seed Venture Capital Firm ·
Mobile Voting Didn’t Fail. It Never Reached Policy-Market Fit
Regulation As Alpha: Life in a Pre-Seed Venture Capital Firm ·
Policy-Market Fit
Regulation As Alpha: Life in a Pre-Seed Venture Capital Firm ·
COVID Wasn’t Telehealth’s Shining Moment.
Regulation As Alpha: Life in a Pre-Seed Venture Capital Firm ·
Ride Share Wasn’t a Tech Revolution.
Regulation As Alpha: Life in a Pre-Seed Venture Capital Firm ·
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