Advances in data processing, cloud infrastructure, and artificial intelligence allow for a fundamentally new class of application layer software products to be built which bake “intelligence” into all layers of the workflow.
We believe that this type of machine-assisted and computationally-aided workflow will be the predominant theme in application layer software this decade.
Applying reinforcement learning to fundamentally rethink how fresh food inventory is procured and managed
Using advances in search, data processing, and large language models to rethink financial research
Utilizing WebGPU and Diffusion Models to 100x the iteration loop of graphics designers
Utilizing large language models to rethink how drugs are approved
AI Copilot for software engineering teams
LLM-enabled agent assisting engineering teams with ad-hoc requests
Rethinking the workflow of all knowledge workers designing complex systems (e.g. architects, hardware engineers, video editors, software engineers, accountants).
Cybersecurity tools that leverage novel sources of data and/or methods of processing data to reduce noise and improve signals.
The ability to capture, collect, structure, and understand information at scale has vastly improved. We see substantial opportunities for vertical applications in various markets, such as business intelligence and observability.
Building LLM-enabled agentic systems to automate highly specialized workflows or tasks.
Many categories traditionally dominated by decades-old software and consulting services, such as systems integrators, outsourced 3D artists, and certain legal and compliance tasks, can now be completely rethought thanks to AI.
Tools leveraging breakthroughs in computation to allow for higher fidelity simulation and analysis of complex systems.
Bauplan is a new serverless data platform that makes complex data pipelines accessible to all software engineers—not just specialists. Built on Python and object storage, it lets devs build, query, and version data with ease using familiar tools.
Capsule makes high-quality, on-brand video creation scalable across teams. With AI-assisted editing and reusable design systems, it empowers anyone to produce pro-grade video—without agencies. Used by Ramp, HubSpot & more to create 10–100x more content at agency-level quality.
