2026-04-28-golden-nuggets

Golden Nuggets 🍗

1/29, Oil Meeting:

• Data asset can be exchanged for additional customer data that will strengthen the original asset, creating a self-reinforcing cycle
• Analyzing supply chain re: AI in a top down and bottom way. Top down - how does AI change the exogenous factors determining outcomes of oil revenue streams; bottom up- how does AI change the way those revenue streams can operate and boost productivity in relation to each other

2/5, Semis-meeting

• What if the solution to completing the semis value chain is a fintech problem (exchange, marketplace, derivative, hedging, etc.)

• As Moore’s Law falters, do chips become more commoditized? → enables reserves, storage, risk transfer through time

2/7

• Met with Eoin from Mundane robotics who was complaning about how he needs a software platform for supply chain intelligence/simulations + the ability to overlay it with macro OSINT. Happy to chat with us

• Should have a 3 hour strategy session just thinking about creative ways to incentivize contribution of data

• Avoids competition (a la Thiel)

2/18

• Are chiplets the equivalent of blending oil?

  • multiprocessors/cores atomic particle of GPUs and CPUs → microprocessor index rather than GPU index

• Half live of chips combination of physical properties + market assessment (we think)

2/21

• The companies that are built AI-native will out-compete all of the other companies — we need to push the envelope in terms of AI integration and utilization
  • Legacy software is struggling because they are not built AI-native — they literally cannot adapt to an AI mentality and way of working
  • We have a real opportunity to out-compete if we can leverage AI better than other companies
  • This is per conversation with Jonathan Heiliger; he’s seeing his portfolio companies who are performing well simply not able to keep up because they’re not adopting AI as fast as the competition

2/27

• Companies pay more for things that help them grow revenues vs shrinking expenses

  • We need to create something that enables growth

• Compliance as standalone platform or third-party integration, or both

3/2

• We should create [price or other] index based on the data asset we build, and then issue parametric insurance policies based on this proprietary index (or indices)

3/4

• Macro tailwind: the US on both sides of the aisle is likely leaning into industrial policy

  • That means more compliance and more need for risk transfer mechanisms

• Backup idea: Can you create some sort of financial/risk product that derisks manufacturing (pool risk/more efficiently sell hard assets should things go wrong)

3/8

• The future of commerce and purchasing will be driven by agents

  • What does the world look like when it’s being driven by agents?
  • What are the implications of building a product that is intended to be sold to mathematical agents instead of people?

• Ontology/digital twin — build a product around/incorporating this

• Polymarket is going to be a part of this

  • Could we package polymarket bets into financial instruments that purchased by institutions?
  • combine polymarket with the digital twin to constitute middleware between the polymarket and wall street (ie laundering polymarket)

GOLDENEST NUGGET SO FAR

• We are building a multi-tenant proprietary digital twin/ontology for the semiconductor industry

  • Our MVP is an agentic simulation of shocks (built on hand wavy data)
    • Product roadmap…
      • agentic simulation of shocks
      • alerting
      • prediction
      • remediation
      • recommendation marketplace based on visibility across multiple digital twins
        • Transaction recommendations (buy from this guy)
        • Insurance recommendations (issue custom parametric policies based on digital twin data; as MGA; sell off liability)
        • Hedging/derivatives/risk exposure (potential polymarket integration)
  • We waive the shiny digital twin agentic simulation model in front of peoples’ face as a way to get in the door, and then sell compliance as the first step in getting there
    • Vectors of compliance…
      • Supplier onboarding portal (can’t do business with restricted entities)
      • Shipment diligence (import/export control; can’t import/export controlled things)
      • Mandatory disclosures (have to file paperwork)

• We are creating the Coalition Inc for the global supply chain

  • Similar model to Carta in the way they aggregate proprietary data, package that into benchmarks, and then return as embedded insights to their customers