Intersections is a sharp, operator-led dive into the world’s most stubborn, high-value problems. From infrastructure intelligence to industrial decarbonisation, sovereign systems, programmable money rails, and vertical domain AI — this is where we map the fault lines of global industries to uncover the opportunities that will define the next decade.
If you care about the systems that keep economies running — and how AI will remake them — you’ll want to be here.
Season 1: Intersections — A 10-Part Exploration of the Systems That Will Define the Next Decade
The Model and the Origin Story
How we built a venture studio designed for the AI era, why traditional venture models break in high-stakes domains, and the operator-first philosophy that powers everything we do.
Introducing the First Pods
A walkthrough of the opportunity spaces shaping our early build program: infrastructure intelligence, decarb systems, programmable flow rails, sovereign compute, and vertical domain AI.
Inside the Studio
Unfiltered views from our Studio Directors on what it takes to turn insider knowledge into investable AI-native companies, and why this model works where others don’t.
Pod 1: Infrastructure Intelligence
Why modern infrastructure runs blind, where the value is leaking, and how AI-native control layers will rewrite uptime, resilience, and operational economics.
Pod 2: Decarb Industry
A deep look at the industrial decarbonisation problem set, the real bottlenecks, and the intelligent operating systems needed to decarbonise without slowing growth.
Pod 3: Sovereign Systems
How emerging economies build digital, compute, and energy sovereignty — and the strategic advantage of owning the intelligence layers that run nations.
Pod 4: Flow Rails
Programmable money movement, economic coordination, and the next generation of financial plumbing designed for high-velocity economies.
Pod 5: Vertical Domain AI
Why domain experts will build the most valuable AI companies of the next decade — and what it takes to create purpose-built intelligence for high-stakes environments.
Building with Insiders
What we’ve learned working with operators, engineers, analysts, and domain specialists — the people who live the problems and hold the key telemetry to solve them.
What’s Next
A preview of the next wave of Pods, the markets we’re exploring, and the systemic opportunities we believe will create the next generation of enduring companies.
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