Deal Sourcing & Portfolio Management tools for Private Investors
The chips behind every AI model are still designed the slow way: run a test, read the failure, rewrite the design, run it again. Agents are starting to take that whole loop. Less a tool the engineer
The new consumer AI takes the jobs you hate: planning the date, picking the outfit, locking in the meeting. State the need once; consider it done. Less like software you use, more like staff you hire.
AI models used to get smarter by reading more of the internet. Now they get smarter by doing. Labs drop them into simulated codebases, browsers, and CRMs, where they attempt real tasks thousands of
AI's constraint is now electricity. Data center demand triples to ~580 TWh by 2028, and a new grid connection takes four-plus years. Power, not chips, now decides who scales. So a race is on to
Every AI agent you deploy is a new employee with credentials, access to sensitive data, and permission to take action. But unlike a human employee, it has no manager watching over it. One poisoned
AI agents impress in controlled showcases. But put them in the real world with messy data, edge cases, and high stakes, and the confidence collapses. This demo-to-production gap is the central
The most exciting use of AI agents right now is hunting financial criminals. Compliance used to mean armies of analysts clearing alerts by hand. Agents are now taking on the casework itself:
Humanoid robots were supposed to be sci-fi prototypes: impressive on stage, but nowhere near real-world deployment. But in 2026, the adoption curve is accelerating fast, and these machines have
By 2026, inference is projected to drive roughly two-thirds of all AI compute. While per-token costs have gone down, total spending is exploding. The result? Simply running AI models is turning into a
Vibe coding was supposed to be a 2025 fad: great for demos, useless for anything real. 18 months later, the adoption curves still haven't turned down, and the tools have quietly crossed from
Every AI agent a company deploys is a new identity with credentials, permissions, and the ability to act autonomously. As agents proliferate, enterprises need a new layer to authenticate, authorize,
Per-seat SaaS pricing was built around human users, but AI agents don’t sit in seats. On June 1, GitHub flipped Copilot from seat-based to token-based pricing, and power users saw bills jump 10x–50x
