AI is eating software. We build the companies that stay standing: made for agents, on the road to superintelligence.
Portfolio. What the wave won't take.
| Company | What it does | Layer | Status | Site |
|---|
Vision.
AI is absorbing software. Then the work done on screens: writing, coding, selling, support, research. Every task gets cheaper every month, until it is almost free.
Consumption is becoming agentic. Agents already search, compare and buy for people. Next they hold budgets, hire other agents and pay per call. The next billion customers of software will not be human.
We build for that customer. Every company here is agent-first: an API, a CLI or an MCP server from day one, priced per use. Our own agents run on them before anyone else does.
Superintelligence is the direction. Each model is stronger than the last. We only build what gets more valuable as the models get smarter, never what they will replace.
Resilience is what stays standing. A lighthouse does not fight the sea. It stands in the wave, and its light goes further than anything around it. That is what we build.