svrgn | Alexander Lange | Substack

Thesis 2.0 - Sovereign Computation

The world has changed, so has our thesis.

READ THE LATEST

Digest

SVRGN Weekly Digest #58 💫

Inflection's weekly selection of people, companies and ideas

Jun 9 •

Jonatan Luther-Bergquist

Recent posts

The Agent Economy: A New Computational Paradigm

Examining the emerging agent technology stack and its potential to fundamentally transform computational systems

May 6 •

Physical AI: from vertical services to a self replicating robot economy

Exploring physical AI's inflections, bottlenecks, modular technology stack and venture opportunities.

Apr 22 •

Alexander Lange

Europe's New Defense

Of Inflections, Market Structure, Challenges And Opportunities

Mar 28 •

Jonatan Luther-Bergquist

Introducing Kepler: Inflection's Home for Research

Deep research tools for a fund that likes to do deep research.

Feb 19 •

Crypto - Quo Vadis

The crypto economy needs more than being left alone by over-reaching regulators.

Dec 5, 2024 •

Alexander Lange

CAVI

Research

The Agent Economy: A New Computational Paradigm

Examining the emerging agent technology stack and its potential to fundamentally transform computational systems

May 6 •

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