Theses

Proteins are the machinery of life, and we are getting closer to designing them directly. That puts humanity near a fundamental unlock: the ability to engineer function at one of its deepest physical layers. Bio-AI is the bet that this becomes a new general-purpose capability.

Post-GPU compute is a bet that new hardware will make different primitives cheap. When the primitive changes, the winning model classes change. Extropic is a bet that sampling becomes that primitive.