by Kathryn Messegee | Sep 4, 2026 | thesis
I spent a career in Defense Technology Prototyping, culminating at DARPA, where I led 17 programs, each with less than a 10% chance of technical success. 100% were successful. If you are paying attention during your short DARPA tenure, there are a set of processes you...
by Kathryn Messegee | Sep 4, 2026 | thesis
{{ Separation = Mispriced Risk & Upside }} Randomly combining technologies is hot right now, but not every lego combination of deep tech creates the right kind a compounding, mutually catalyzing effect. Blockchain, decentralization across industries, AI...
by Kathryn Messegee | Sep 4, 2026 | thesis
{{ The Technologies That Remove Each Other’s Constraints }} The stack has 6 layers. Read them top-down as demand (each layer requires the next), and read them bottom-up as foundational (each layer allows and is required for the next). Decentralization is not its...
by Kathryn Messegee | Sep 4, 2026 | thesis
{{ AI Agents + Blockchain + RWA / TradFi + Tokenization = Institutional Adoption > Industrial Adoption (Manufacturing, Logistics, Robotics) > Consumer Adoption }} Crypto first found its audience among the cypherpunks and degens; adventurous early adopters and...
by Kathryn Messegee | Sep 4, 2026 | thesis
{{ AI + Chips + Data Centers + Raw Materials + Nuclear }} To say compute is an energy problem is not a radical statement. But it is a yet unsolved issue and one that translates down the supply chain. Demand drives down the following cascade: AI Models Compute...
by Kathryn Messegee | Sep 4, 2026 | thesis
{{ Robotics + AI + Edge/Decentralized Compute + Blockchain + Crypto }} Physical AI is just another term for autonomous robots sensing, deciding and acting within a specified environment. That eventually looks like autonomous lawn mowers, humanoid home robots that do...
