Pods: focused theses that compound
Pods are our strategic focus areas. Each pod is a small universe—one thesis, many ventures—where wins reinforce each other. Instead of scattering bets, we concentrate in places where insider pain is clear and modern AI lets us do what wasn't possible five years ago.
Shared thesis → shared customers → shared playbooks. Every success inside a pod lowers the cost, time, and risk of the next—turning repetition into reinforcement.
Anatomy of a Pod
- Thesis: our point-of-view on a problem space and why now.
- Core beliefs: the invariant truths we'll build around.
- Observations: signals that the space is important, under-explored, and ripe.
- Master metrics: control points that prove compounding value.
- Opportunity areas: where multiple startups can emerge.
- Calls to action: bring in founding partners, corporate partners, and co-investors to co-build.
How compounding happens
This "virtuous cycle" is why we concentrate instead of spray-and-pray.
Master metrics
We tailor these per pod; they're the proof that learning and data are compounding (and that customers feel it).
Explore a pod
↳ Infrastructure Intelligence
Predictive and autonomous systems for critical infrastructure operations
↳ Decarb Industry
Intelligent operating systems for industrial decarbonization
↳ Sovereign Systems
Building sovereign digital, compute, and energy infrastructure for emerging economies
↳ Flow Rails
Programmable rails for money movement and economic coordination
↳ Vertical Domain AI
Purpose-built software for high-stakes vertical domains
Who plugs into a pod?
- Founding partners: insider operators who've lived the pain.
- Corporate partners: design partners, data access, real pilots.
- Co-investors: bring networks and follow-on firepower.
- Studio team: AI engineering, product, GTM, compliance, and venture ops.
We don't fund ideas; we co-build products with customers from day one—AI by design, not as an afterthought.