Y Combinator
Soma Capital
Olive Tree Capital01 / Light
Bend Light
Every chip is written with light, a pattern focused onto a wafer a few atoms at a time. What you draw decides what the machine is good at. On every chip in the world today, the arithmetic is nearly free and the distance the data travels is the bill.
02 / Sand
Teaching Sand To Think
Silicon is sand, refined into a single flawless crystal and written with billions of switches. Everything AI has ever done ran on this. It has read nearly everything humanity has written. What it learns next it has to make for itself, as experience, and the price of experience is compute.
03 / Chip
Polymorphic Computing
GPUs were built for graphics. TPUs were built for tensor math. XPUs are built for frontier AI. Reconfigurable silicon that changes with the work, so the hardware never falls behind the models it runs.
04 / Monolith
Monolith
Connecting XPUs creates a bigger XPU. Monolith is a cluster that behaves as one chip and runs the long, stateful work that dominates modern AI: agents, experience generation, and training, on one machine.
05 / Factory
AI Discovery Factory
When labor and intelligence are nearly free, the only scarcity left is new knowledge. A discovery factory manufactures it. The AI proposes, a simulator checks, and the result trains the next proposal. Its output is useful trajectories per second, and every one makes the next one better.
Read the essay06 / Dyson Swarm
Dyson Swarm
Compute is bounded by energy, and the Sun is the most abundant source of energy we know of. A discovery factory in orbit around it turns that light into trajectories, experience, and knowledge that did not exist before. The chips we are building today are the first step on that path, and the path has no end.
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