# Napoleonic

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

Website: https://napoleonic.vc/
Contact: contact@napoleonic.vc

## Articles
- [When intelligence meets infrastructure](https://napoleonic.vc/writing/intelligence-meets-infrastructure.md): It is tempting to talk about artificial intelligence as if it were a weightless product. A prompt goes in, an answer comes out, and the machinery in between disappears. But every interaction sits on a physical… (Illustrative essay.)
- [Agents and the work around them](https://napoleonic.vc/writing/agents-and-the-work-around-them.md): An agent is easier to understand when we look beyond its model. What can it observe? Which actions are available? How does it find out whether those actions worked? These choices shape the work it can reliably perform. (Illustrative essay.)
- [The last meter is the hard part](https://napoleonic.vc/writing/the-last-meter.md): A robot has to meet the world where it is. Objects vary, spaces change, and a successful action has physical consequences. This makes embodiment a useful test of how much context a system really understands. (Illustrative essay.)
- [Data has a half-life](https://napoleonic.vc/writing/data-has-a-half-life.md): A dataset describes a world at a particular moment. Some parts remain useful for years; others lose relevance as products, behaviors, and environments change. Treating all data as an equally durable asset can obscure… (Illustrative essay.)
- [The distance between conviction and certainty](https://napoleonic.vc/writing/capital-and-conviction.md): Conviction is a willingness to act on a view. Certainty is a claim about how little room remains for being wrong. They are different things, and confusing them makes it harder to learn. (Illustrative essay.)
- [The shape of compute](https://napoleonic.vc/writing/the-shape-of-compute.md): Compute is often discussed as a single quantity. In a real system, the shape of the workload matters. A task can be limited by memory, communication, latency, or the availability of parallel work. (Illustrative essay.)

## Topics
- [AI & agents](https://napoleonic.vc/topics/intelligence.md): 5 articles.
- [Compute](https://napoleonic.vc/topics/compute.md): 2 articles.
- [Robotics](https://napoleonic.vc/topics/robotics.md): 1 article.
- [Data](https://napoleonic.vc/topics/data.md): 2 articles.
- [Energy](https://napoleonic.vc/topics/energy.md): 1 article.
- [Capital](https://napoleonic.vc/topics/capital.md): 1 article.