We backed @Thoron_US and @t_koll because critical infrastructure needs reliable drones with trusted supply chains, built by people who understand the realities of operating them. The team’s integrated hardware and software approach brings our Atoms thesis to life: sovereign industrial capability, starting with utility inspection and building towards AI-driven maintenance.

Meet our thesis for the next decade: AI, Atoms & Association As world order collapses the TAM for sovereignty is growing est. to be a $275T+ market by 2036. Nation states, companies, neo-collectives & individuals all want agentic infrastructure that guarantees their increasingly contested sovereignty.

If you read this and don’t understand why it’s happening it’s an opportunity to reset your understanding of how the real world works. The real world will need a ton of help actually getting agents going in the enterprise. Companies have legacy tech stacks they need to modernize, data in tons of fragmented tools, knowledge that isn’t captured or digitized, and change management needed to actually utilize agents effectively. And they have to do all this while still running their business day-to-day, unlike startups. This is why there is so much opportunity for companies (software or services) to actually deploy agents in specific domains and workflows. This remains a big opportunity for both existing services providers but also tons of new startups as well. Every new technology wave produces a new era of consulting firms that can deliver on that technology. It’s also why the FDE model is going to be alive and well for a long time because companies will want to have their vendor actually help drive the change management and implementation for their new workflows. The people aren’t going away. Far from it.