the consumer AI blueprint
the first wave of consumer AI proved that people will talk to machines, create with them, and even form attachments.
Part 1 : Consumer AI - From Hype to Habit
The first wave of consumer AI proved that people will talk to machines, create with them, and even form attachments.
04 August 2025
Part 2 : Companionship - AI’s Most Human Platform Play
We have spent the last decade building networks that connect billions of people.
04 August 2025
Part 3 : From Buttons to Behaviour - The GenAI Interface Shift
For most of computing history, the interface was a fixed control panel: a menu, a set of icons, a search bar.
04 August 2025
"Boundless : Four Lanes, One Direction"
backing AI-native founders from India building for the world.
the agent stack - now, next, and after
agents have moved from hype to production
part 1 : the agent stack that works today
A year ago, most AI agents were demos.
04 August 2025
part 2 : the cracks in the agent stack
The agent stack works. but it's also hitting its limits on deployment.
04 August 2025
part 3 : rewiring the stack
The agent stack works in production today, but the layers that win contracts now will not be the same ones that dominate in five years.
04 August 2025