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Insights
The argument, written down.
Short pieces from the investment team on where artificial intelligence is heading, and who it will actually serve.
Essay 01
Compute is the new sovereignty
Why the question of who owns the model and the silicon decides who benefits from the next decade of artificial intelligence, and why the answer is being written now.
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The five billion are not a rounding error
The markets outside the frontier are not a charity case. They are the largest commercial opportunity in technology, and the capital closest to them compounds the fastest.
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Against the 80/20 rule
Why concentration and active support beat spray and pray in the markets we invest in, and what it takes to make more of a portfolio win.
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Language is the first sovereignty
Models that do not speak your language do not serve your market. The case for building intelligence in the tongues of the next billion users.
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