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Fund Thesis

Four structural layer positions. Each with a dedicated research brief.

Issue I
The Financial Operating System of the Agent Economy
The market is pricing the exchange. The correct price is for the operating system.
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Issue II
The Persistent Intelligence Layer
Industrial AI without persistent communication infrastructure is a feature, not a system.
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Issue III
The Verification Bottleneck
Every AI-generated claim that matters will require independent verification. Clarivate owns the verification infrastructure for the knowledge economy.
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Issue IV
The Compute Constraint
Training compute is becoming a commodity. Inference compute, located where power is cheap and reliable, is the structural bottleneck.
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