# AJ Scaramucci's $350m Bet on Programmable Reality

> AJ Scaramucci reveals $350m investment in 'Programmable Reality' thesis.
- Title: AJ Scaramucci's $350m Bet on Programmable Reality · Fortune
- Summary: AJ Scaramucci reveals $350m investment in 'Programmable Reality' thesis. AJ Scaramucci's Solari Capital bets $350m on programmable reality, where software…
- Keywords: aj scaramucci, solari capital, programmable reality, programmable intelligence, programmable biology, programmable matter, programmable finance, treasure trove, radial health, kira learning, Scaramucci's, 350m
- Source: Fortune — https://fortune.com/2026/09/24/exclusive-aj-scaramucci-comes-out-of-stealth-with-a-350-million-bet-on-programmable-reality
- Author: Nick Lichtenberg
- Read time: 2 min
- Topics: aj scaramucci, solari capital, programmable reality, programmable intelligence, programmable biology, programmable matter, programmable finance, treasure trove, radial health, kira learning
## AJ Scaramucci's stealth career
AJ Scaramucci built companies unnoticed for most of the last decade, backing bitcoin miners and satellite startups before his investment thesis.
## Solari Capital's $350m deployment
Solari Capital, the venture firm Scaramucci took out of stealth, has deployed roughly $350 million across early-stage investing and in-house incubations.
## Scaramucci's science background
Scaramucci began in science, working in bioelectronics labs and Tesla before joining Google, where he briefly worked alongside Eric Schmidt.
## Programmable Reality thesis
Scaramucci's programmable reality thesis states that biology, intelligence, physical matter and money become software-engineerable with computational power.
## Four verticals of the thesis
The thesis splits into four verticals: programmable intelligence, biology, matter, and finance, each with specific bets.
## Programmable Intelligence portfolio
Solari's programmable intelligence bets include xAI, Suno, Physical Superintelligence, and Kira Learning, an AI-native education platform.
## Programmable Biology portfolio
The programmable biology portfolio covers computational drug discovery, gene therapy, immunotherapy, and longevity with companies like Tessera Therapeutics.
## Programmable Matter portfolio
Solari's programmable matter bets include aerospace, defense, energy, materials science, semiconductors, and robotics companies like Varda Space.
## Programmable Finance portfolio
The programmable finance portfolio includes fintech, blockchain infrastructure, and decentralized finance with companies like Genius Terminal.
## Scaramucci's collectibles market
Scaramucci views collectibles as cultural store of value, having bought a $2 million Iron Man comic and a record-setting Pokémon card.
## Treasure Trove collectibles
Treasure Trove, a collectibles holding company, targets ordinary investors in the $25 trillion asset class Scaramucci calls a 'sleeping giant'.
## In-house incubation
Solari builds companies in-house, with Radial Health treating treatment-resistant depression using transcranial magnetic stimulation and ketamine.
## Scaramucci's network
Scaramucci's network includes SV Angel founder Ron Conway, Eric Schmidt, and Peter Diamandis, who has founded more than 25 companies.
## Scaramucci's contrarian view
Scaramucci argues that currency debasement is a defining reality of 21st-century finance, with the average life expectancy of a currency running around 26 years.
## Scaramucci's optimism
Scaramucci sees radical abundance in programmable reality, where food, water, shelter and basic needs become covered by software.
## What happens next
Scaramucci will continue to double down on programmable reality, betting that exponential growth in computational power will reshape the economy.
## Key takeaway

AJ Scaramucci's Solari Capital bets $350m on programmable reality, where software engineers biology, intelligence, and matter.