Compute gains move off the chip, Gemma Bloemen on the industries software never reached, eComID's $17m seed round, and the economics of organic US farmland. Systemiq Capital's monthly briefing on the physical economy.

We are backing eComID's vision to build the identity layer for commerce: one that makes shopping work for shoppers, for brands and for the system as a whole.

For fifty years, progress in computing came from shrinking silicon. Now that shrinking has stopped paying, the gains are migrating beyond the chip itself into how systems are packaged, how power reaches the processor, how machines remember, and in time into computing that isn't silicon at all. Jasper Wigley on Systemiq Capital's first two compute investments, and where the next decade of progress will be won.

‍Jasper Wigley has been promoted to Principal, and Gemma Bloemen is transitioning to lead our Applied AI investment thesis.

We're brilliant at training robots in simulation so why do they still fail on the factory floor?

Making nature programmable to transform natural resource production and human health

A personal story of three exponential curves: solar, power electronics and AI - and what happens when they finally collide.

We are backing Mixx Technologies’ vision to deliver a seismic transition in AI infrastructure networking.

Are systems integrators the bottleneck to the growth of agentic AI?

With all the hype in humanoids, where should investors actually look at?

Could open source pop the AI bubble? If training collapses into fine-tuning and open reuse, demand shifts to inference. Unlike training, inference is price elastic. Exploring implications.

New AI-based products to increase grid utilisation are a faster way to unlock value from existing power grids.

For innovators, the paradigm shift taking place right now is the greatest opportunity in computing since the internet.

Decoding nature = combining technology and nature to act on information we’ve never had before.

Basecamp Research, a 42‑person biotech company based in London, is building a "digital tree of life"

Zero-emission aviation leader will launch a Hydrogen Centre of Excellence and major manufacturing facility close to Glasgow Airport

InnerPlant, the seed technology company engineering crops that communicate their needs, today announced…

Revolutionising production: How AI is reshaping the way we make everything

We are excited to announce three promotions at Systemiq Capital