TikTok video #7565924311693790477

Here's what we're investing in factorio. I'm presenting this to our LPs at our AGM on Friday, annual general meeting. Most people think of the world in markets, so I think about, I have developer tools in infra, B2B productivity, and the AI-enabled consumer. But I think about things in terms of technologies, so here are the themes. Inference moves to the edge. Transformers applied outside of LLMs, whether that's robotics, biotech, predicting the weather, next token prediction applied to non-language, and then application layer and agentic algorithms. I don't love that title, but here's what I mean by it. When you have probabilistic computing, and so you don't end up with a deterministic answer, it changes. You can have a regular algorithm. It just looks a bit different because you understand that that's the dynamics of what the responses could be from each function. And I think what we end up with is something that's not necessarily a bunch of agents talk to each other, but it's just a regular algorithm, but the design pattern looks different.