Essay
Essay on the physics of inference and the infrastructure stack forming around AI hardware.
On AI Hardware
MAY 2026
Every public signal F4 has attached to this firm, with sources and cross-entity links.
On AI Hardware
Antioch
Soma Energy
Mandel
Rethinking Inference for Diffusion
Myriad
The Blitzhire Acquisition
On (the future of) Git
HeyMilo
Introducing Category Ventures
Category Fund I