Team Portfolio Raise Essays

F4/SuperSeed/Activity

SuperSeed Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

7 essays· MAR 2026 – SEP 2026Show all

Essay

Mads Jensen argues the AI value rotation from infrastructure to applications has begun, with software stocks outperforming semiconductors since June 2026. The "second half" will reward companies that make AI do real work in physical industries.

SuperSeed

SuperSeed

SuperSeed | Activity | F4

SuperSeed

superseed.comSEP 30, 2026

SEP 30, 2026

Essay

Mads Jensen argues that only ~10% of AI's current capability is deployed in production. The constraint has moved from model capability to enterprise absorptive capacity, with frontier labs now embedding engineers inside customer teams.

SuperSeed

SuperSeedSuperSeed

superseed.comAUG 31, 2026

AUG 31, 2026

Essay

Mads Jensen argues humanoid robots are overhyped for industrial use — safety and strength limitations mean they won't ship at commercial scale soon. Bullish on purpose-built autonomous machines (e.g. autonomous forklifts) over humanoids.

SuperSeed

SuperSeedSuperSeed

superseed.comJUL 31, 2026

JUL 31, 2026

Essay

Mads Jensen argues the AI boom will cool when token supply outruns demand, despite exponential demand growth. The market has started pricing in commoditisation of AI infrastructure, even as revenue keeps climbing.

SuperSeed

SuperSeedSuperSeed

superseed.comJUN 28, 2026

JUN 28, 2026

Essay

Mads Jensen argues AI is transitioning from miracle to utility as token supply costs fall faster than demand grows, analyzing implications for chip makers, frontier labs, and AI companies.

When the AI Miracle Becomes a Utility

superseed.comJUN 28, 2026

JUN 28, 2026

Essay

Mads Jensen argues frontier AI labs won't absorb the application layer — every industry needs a custom "harness" built by specialists. SuperSeed invests in application-layer companies that own a customer metric with no ceiling.

SuperSeed

SuperSeedSuperSeed

superseed.comMAY 30, 2026

MAY 30, 2026

Essay

Published essay on designing organizations to leverage AI capabilities.

Building the AI-Native Organisation

superseed.comMAR 2026

MAR 2026

New Fund

Launched Fund III with £50M cornerstone commitment from British Business Bank for physical AI seed investments.

Fund III

ffnews.comMAR 2026

MAR 2026

Essay

Published comprehensive 2026 predictions covering AI autonomy, infrastructure gaps, IPO outlook, and deployment races in robotaxi and humanoid robots.

What is in Store for 2026 – Eleven Predictions for the Year Ahead

superseed.comJAN 2026

JAN 2026

4 investments· JUN 2025 – JAN 2026Show all

Investment

Led Cursive's seed round investment.

Cursive

Cursive SuperSeed

crunchbase.comJAN 2026

JAN 2026

Investment

Participated in Duel's Series A funding.

Duel

crunchbase.comSEP 2025

SEP 2025

Investment

Led Literal Labs' $6M seed round.

Literal Labs

Literal LabsSuperSeed

crunchbase.comJUN 2025

JUN 2025

Investment

Led Hirundo's $8M seed round for federated learning and dynamic AI systems.

Hirundo

Hirundo SuperSeed

crunchbase.comJUN 2025

JUN 2025

Essay

Published thesis on AI-enabled software moving beyond traditional SaaS to tackle physical-world automation.

Beyond SaaS

superseed.comJAN 2025

JAN 2025