AI Agents: Virtual Workers or Something Bigger?

Building the Builders

We published a piece back in February 2025 called Energy = Intelligence.

The core idea: as cost of energy drops, intelligence will become commoditized. Embodied intelligence in the form of robots will become widespread. Agents will be everywhere.

If you read Part 1, you understand the foundation.

You see the beautiful, interlocking curves. The cost of energy and the cost of intelligence, locked in a symbiotic downward spiral that will power human progress for a thousand years. I laid out the physics of our new world. The assembly of the launchpad. The fueling of the rocket.

What I am here to tell you now is that the launch has already happened.

The ignition is lit.

My work is not just observing these trends. I am an investor. But more than that, I am a builder. My entire career is a search for leverage. I look for systems, tools, and platforms that allow one person to do the work of ten, or one hundred, or one thousand. I have built and funded systems of code, systems of logistics, and s…