Internal · portfolio strategy
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The AI signal of 2026, and the moves it forces across the stack.
One read, built to act on. Three structural forces are now decided enough to plan around: the open layer is winning on durability, agents are becoming infrastructure, and the whole buildout is gated by power. Each maps to a venture already in its path — so the question isn't "is AI relevant," it's "which move do we green-light this quarter."
The three forces — settled enough to bet on
Open-washing splits the field
"Open weights" (Llama) ≠ open data. The durable camp — Ai2, NVIDIA, EleutherAI, HuggingFace — ships full stacks on licensed corpora. Regulation is pushing builders toward open, not away.
US clampdown → OSS adoption ↑Agents become infrastructure
LangGraph Platform in beta; the model commoditizes and the moat moves to orchestration + the human "so what." Discovery shifts to GEO — being cited by AI, not ranked by Google.
GEO is the new SEOWatts are the ceiling
Interconnect queues run 3–7 yrs vs. demand in year one. Capital chases generation (SoftBank 5GW, Panthalassa $140M, SMRs). Backlash is now a cost — NY banned hyperscale DCs.
+360% DC demand by 2030The portfolio move — one per venue
| Venture | The move to green-light | Signal it rides |
|---|---|---|
| ChipMonkchipmonk.tech | Launch a monthly “silicon-to-soundwave” signal column — turn the publication into a subscription off the chip-supply realignment + AI-audio surge. | Samsung 2nm +130% · ANC +8900% |
| MINYminyvinyl.com | Reposition the AI marketing agent as the product — NFC vinyl becomes the front-end of an automated multi-channel growth engine for indie artists. | Gen-media at ~$0 marginal |
| anygame.devanygame.dev | Ship the Gaming Hardware Trend Brief (free→Pro, ~2wk MVP) — productize the pipeline, become the citable GEO source as AI search eats Google. | ~100% margin · MVP built |
| AmplyEV charging | Position charging as orchestrated, grid-aware flexibility load — behind-the-meter + demand-responsive sites utilities court, not loads they ration. | Same grid ceiling as AI DCs |
Decisions on the table