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TSF Thesis 3.0: The Next Frontier of Computing and Its Applications Reshaping Large-Scale Behaviour - Two Small Fish

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Driven by rapid advances in AI, the collapse in the cost of intelligence has arrived—bringing massive disruption and generational opportunities. Building on this platform shift, TSF invests in the next frontier of computing and its applications, backing early-stage products, platforms, and protocols that reshape large-scale behaviour and unlock uncapped, new value through democratization. These opportunities are fueled by the collapsing cost of intelligence and, as a result, the growing demand for access to intelligence as well as its expansion beyond traditional computing devices. What makes them defensible are technology moats and, where fitting, strong data network effects. Or more succinctly: We invest in the next frontier of computing and its applications, reshaping large-scale behaviour, driven by the collapsing cost of intelligence and defensible through tech and data moats. When we launched TSF in 2015, our initial thesis centred around network effects. Drawing from our experie

Driven by rapid advances in AI, the collapse in the cost of intelligence has arrived—bringing massive disruption and generational opportunities. Building on this platform shift, TSF invests in the next frontier of computing and its applications, backing early-stage products, platforms, and protocols that reshape large-scale behaviour and unlock uncapped, new value through democratization. These opportunities are fueled by the collapsing cost of intelligence and, as a result, the growing demand for access to intelligence as well as its expansion beyond traditional computing devices. What makes

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