Our investment framework is built on a single, deeply researched thesis: the convergence of artificial intelligence, robotics, and cryptographic infrastructure will create the machine economy — a transformation more fundamental than the internet.
The full thesis is published at convergencethesis.com.
It covers:
- The four phases of AI evolution — from tool to autonomous agent
- Why machines need crypto — programmable money for the autonomous economy
- The geopolitical landscape — U.S., China, and Europe’s silence
- Brain-computer interfaces — the next human-machine interface
- The investment framework — a barbell strategy for the machine economy
We invest in companies building the infrastructure for this future. If you’re working on something at this intersection, we’d like to hear from you.