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Investing in the best early-stage founders and technologies in AI, data, compute, science, and robotics.

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6 articles shown

Nov 2, 2026

When intelligence meets infrastructure

Following the thread from a model on a screen to the physical systems that make it possible.

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Fresh paper
Nov 2, 2026

Agents and the work around them

A capable model is a beginning. Useful autonomy also needs context, tools, permissions, and feedback.

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Fresh paper
Nov 2, 2026

The last meter is the hard part

Why moving an idea into the physical world changes the shape of the problem.

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Fresh paper
Nov 2, 2026

Data has a half-life

A question about feedback, changing environments, and what remains useful over time.

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Fresh paper
Nov 2, 2026

The distance between conviction and certainty

Thinking clearly about a future that is still being built.

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Fresh paper
Nov 2, 2026

The shape of compute

Throughput, latency, memory, and the architecture of useful intelligence.

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Fresh paper

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