Our thesis
Intelligence compounds.
Possibility expands.
Our founding belief is that advances in machine intelligence could accelerate scientific discovery, expand the technological frontier and create extraordinary economic opportunity.
01The catalyst
Intelligence as a tool for discovery.
We believe transformer-based AI is helping establish a new foundation for scientific progress. As machine intelligence becomes more capable and accessible, it could lower the cost of exploring ideas, designing experiments and interpreting complex information.
The opportunity extends to the process of discovery itself. Tools that help us ask better questions and test more possibilities could change both the pace of progress and the range of problems we can address.
02The compounding effect
Progress can improve the tools of progress.
Better tools can enable new discoveries. Those discoveries can, in turn, create more capable tools. Our thesis is that this feedback could produce periods of exponential scientific progress.
We study where these reinforcing effects are plausible, what they depend on and which evidence would support them. Transformer-based AI is an important starting point for our thesis; the research follows meaningful advances across frontier technology.
03The path to scale
Possibility meets the real world.
A breakthrough creates a new set of possibilities. Its practical impact depends on cost, reliability, infrastructure, capital and the willingness of customers to adopt it.
These constraints shape how progress reaches the market. Understanding them helps us distinguish a promising demonstration from a capability that can become useful at scale, and identify the businesses positioned to make that transition possible.
04The companies that matter
Who moves the frontier forward?
Our research seeks to identify the companies best positioned to drive this growth: pioneers developing new capabilities, enablers supplying essential tools, businesses solving critical bottlenecks and commercializers building products people use.
We examine the importance of each company's role and the durability of its position. Advancing a technology, building a successful business and making an attractive investment are distinct achievements. Understanding the connections between them is central to our work.