there is immense opportunity to invest in everything that sits between chip and application, atom and finished product, etc i drafted this infrastructure investment framework when i started @CrucibleCap in the middle of 2024 this is still the framework for 2026 - if anything the growing capabilities and availability of agentic intelligence amplify this in 2026, we're investing from our venture fund, growing our compute cluster, and expanding our prop liquid and credit vehicles(Meltem Demirors)