The World as Model
A research series on sensing, representations, and the financialization of the physical world
Crucible Capital
This is the collected writing of the Crucible Capital team
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Latest episodes
The Datacenter Series Part 3: Networking Systems
"It is impossible to travel faster than the speed of light." - Woody Allen
Reshaping a Broken Industrial Robot Market: Introducing the Era of Physical AI + Robotics as a Service with Verne
If I held a gun to your head and asked you to guess the market value of a century-old industry that out-precisions human laborers by a factor of five and has reduced manufacturing injuries by more than 60 percent, you would probably guess something massive.
The Next Energy Unicorn Will Be a Trading Desk
Crucible Invests in Shatterdome to Bring Financial Engineering to the Power Industry
CPUs are the Bottleneck - and Branching is the Unlock
Why VERS (HDR Research) sits at a durable leverage point of the agentic compute stack
Crucible Capital Finances Compute Deployment with $26.8M Onchain Debt Facility from USD.AI
From Slinging Crypto Tokens to Slinging Inference Tokens
The Industrial Resilience Stack
“The essential art of civilization is maintenance.” — Pete Seeger
Capital Markets Maximalism
Manufacturing didn't make America great. Financial markets did. Let's run it back.
From Adoption to Annexation
The End State of Institutional Crypto
Building a Datacenter Part II
Adopting 800V DC: The Future of Power Systems, Racks, Cooling, and Management Systems