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AI infrastructure and markets, with our own money in.

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The machineClosed · 2026

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19 calls live

Companies

159 companies
MarketsThe market for compute, explained27 Oct
The corner of the machine: brushed aluminium, a copper seam where the lid meets the base, on paper.

Building in public

Now — what we are buildingShipped — everything we ship
BuildingConsulting first
BuildingOne episode at a time
BuildingThe compute market, from the inside
ShippedThe capex room30 Oct 2026 · Dataset
ShippedThe Build-out Map30 Oct 2026 · Surface
ShippedFilms beside their stories25 Oct 2026 · Feature