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No. 1710ProposalManufacturing and materials

Inference Chips for Agent Workflows

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Source summary

Design silicon around agents' bursty loops, tool calls, context switching, branching, and orchestration rather than conventional prompt-response inference.

No. 056Venture thesisManufacturing and materials

Building the AI-native industrial base

Build software-first industrial companies using simulation, automated design, AI operations, engineered biology, autonomy, and continuous sensing across energy, manufacturing, mining, logistics, and infrastructure.

No. 057Venture thesisManufacturing and materials

The renaissance of the American factory

Apply a factory mindset, modular deployment, AI, and autonomy to make complex energy, mining, construction, and manufacturing processes repeatable and scalable from day one.

No. 059Venture thesisManufacturing and materials

The electro-industrial stack will move the world

Rebuild the materials, batteries, power electronics, motors, chips, and coordinating software that underpin electric vehicles, drones, data centers, manufacturing, and physical automation.