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Thesis 2.0 - Sovereign Computation
The world has changed, so has our thesis.
Nov 13, 2023 • Alexander Lange
Free power at high cost
Not an article about regime change
Apr 27 • Jonatan Luther-Bergquist
Promethean progress
A forum for heretical ideas
Apr 9 • Jonatan Luther-Bergquist
Observations from Earth
A longer post on a physically large subject
Mar 19 • Jonatan Luther-Bergquist
AI Enhanced Second Brain
Building a thinking partner
Mar 3 • Alexander Lange

News

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SVRGN Weekly Digest #58 💫
Inflection's weekly selection of people, companies and ideas
Jun 9, 2025 • Jonatan Luther-Bergquist
SVRGN Weekly Digest #57 💫
Inflection's weekly (mostly) newsletter on people, companies and ideas
May 20, 2025 • Jonatan Luther-Bergquist
SVRGN Weekly Digest #56 💫
Inflection's weekly digest of interesting people, companies and ideas
Apr 28, 2025 • Jonatan Luther-Bergquist
SVRGN Weekly Digest #55 💫
These past weeks have been intense.
Apr 19, 2025 • Jonatan Luther-Bergquist
SVRGN Weekly Digest #54 💫
Founders run, jets fly, data leaks
Mar 23, 2025 • Jonatan Luther-Bergquist

Recent posts

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When LEO Fails: The case for stratospheric infrastructure
Kessler Syndrome, Space War, Solar Storms, Regulatory Failure - HAPS to the rescue
Feb 19 • Alexander Lange
The end of software as we know it
Inside the software chrysalis, everything dissolves before it transforms.
Feb 11 • Alexander Lange
Building for Venture Capital
An Open Source Resource for Engineers Entering VC
Jan 27 • Alex Patow
Heresy and the venture industrial complex
The ocean of sameness; the rise of the industrial venture complex; what it means for emerging venture funds; why heresy is important; where heretics go…
Dec 10, 2025 • Alexander Lange
Depth vs. breadth
Maybe investors should use both System 1 and 2 thinking?
Dec 5, 2025 • Jonatan Luther-Bergquist

Building

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Building for Venture Capital
An Open Source Resource for Engineers Entering VC
Jan 27 • Alex Patow
Introducing Kepler: Inflection's Home for Research
Deep research tools for a fund that likes to do deep research.
Feb 19, 2025 • Alex Patow
Data-Driven Investing as a Micro Fund
Lessons from our first year of data-driven initiatives at Inflection
Aug 2, 2024 • Alex Patow
An engineering approach to Venture Capital
Building a computer aided venture investing machine (CAVI)
Jun 7, 2023 • Alexander Lange and Jonatan Luther-Bergquist

Research

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Free power at high cost
Not an article about regime change
Apr 27 • Jonatan Luther-Bergquist
Observations from Earth
A longer post on a physically large subject
Mar 19 • Jonatan Luther-Bergquist
The Agent Economy: A New Computational Paradigm
Examining the emerging agent technology stack and its potential to fundamentally transform computational systems
May 6, 2025 • Alex Patow
Physical AI: from vertical services to a self replicating robot economy
Exploring physical AI's inflections, bottlenecks, modular technology stack and venture opportunities.
Apr 22, 2025 • Alexander Lange
Europe's New Defense
Of Inflections, Market Structure, Challenges And Opportunities
Mar 28, 2025 • Jonatan Luther-Bergquist
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