Worldbuild | Activity | F4
Worldbuild Activity Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
Published thesis on material science investments to solve electricity constraints through photonics, chemistry, and rare-earth alternatives. Modern Alchemy
Worldbuild closed its debut fund, Worldbuild I, with $30M to invest in early-stage AI infrastructure and post-skeuomorphic application founders. Milestone
Portfolio company Browserbase announced Navigate 2026, an inaugural conference on running AI agents at scale. Browserbase
New Fund
Closed Worldbuild I with $30M to partner with early-stage founders in AI infrastructure and computing. Fund I
Podcast
Sumeet Singh outlines Worldbuild's investing thesis for the AI era and the emerging Model Economy. Village Global Podcast - The Model Economy
3 essays · DEC 2025 Show all Essay
Sumeet Singh published a comprehensive thesis essay on Every.to and his Substack outlining Worldbuild's two-path framework: Model Economy Infrastructure (compute, data, energy, security for AI) and Post-Skeuomorphic Applications (workflows only possible because of AI). Worldbuild
Essay
Contributed thesis essay outlining investment framework focused on AI infrastructure and AI-native applications. How This Venture Capitalist Sees Into the Post-software Future
Essay
Worldbuild founder Sumeet Singh analyzes winning strategies in post-software era through the lens of the Bitter Lesson. Two Ways to Win in the Post-software Era
Investment
Invested in SF Compute's $40M Series A for GPU compute marketplace infrastructure, led by DCVC. SF Compute
Essay
Sumeet Singh argues that increasing investment in compute will be absorbed by compounding model capabilities, and that the best startup opportunities are those that can withstand or benefit from volatility — trading venues for GPUs, energy, and excess inference capacity. Worldbuild
Essay
Sumeet Singh's musings on the AI bubble and compute infrastructure consolidation. The Compute Will Be Absorbed
Investment
Participated in Browserbase's $40M Series B for browser automation infrastructure, led by Notable Capital. Browserbase
Milestone
Portfolio company Browserbase raised $40M Series B at $300M valuation for browser infrastructure automation, led by Notable Capital. Browserbase
Essay
Sumeet Singh explores decentralized infrastructure networks and token reflexivity in Worldbuild's thesis series. DePIN Requires Religion