Recursive self-improvement compressing centuries into years. We invest at the interface where AI agents meet physical reality.
The coming decade will compress centuries into years. AI's recursive self-improvement at superhuman speed will transform how agents act, trade, build, and negotiate.
The economy will stretch beyond human circadian and cognitive limits, birthing 24/7 nighttime economies, agent-only markets, robotic manufacturing ecosystems, and longevity industries like cryogenics and bio-repair.
We prize asymmetric bets over consensus wins, speed over certainty, and continuous scanning for discontinuities. We capture outsized value in the narrow window before AI-native markets become mainstream while shaping their trajectory toward expanding human potential.
Identity systems, smart contracts, agent marketplaces
Human-level dexterity, physical AI systems
Bio-repair, life extension, decision horizon expansion
Exploiting AI's real-time edge over human systems
Weak signal detection before consensus forms