The monthly note on the portfolio, the fund, and the agentic economy.

Intel publishes OpenInfer’s Xeon 6 benchmark (3x faster inference on a CPU), Mirelo ships an API a month, a new UK chapter for our scout program, and three events we are co-hosting this autumn.

A new investment in San Francisco (still in stealth), Levtek robots enter production at Voi and PostNord, Gracia teams up with Meta Reality Labs, plus our new thesis deck on video.

First investment from the new fund (still under wraps), Mirelo ships iterative sound editing, and three events in the rear-view.