Our Thesis: Machine-Native Compute for AI Agents
The next wave of compute buyers aren't people. They're agents.
AI agents need to rent GPU cycles, store model weights, and pay for inference — all without human intervention. Today's cloud requires accounts, credit cards, and trust relationships that software can't form.
Stateless AI is infrastructure designed from the ground up for machine customers. Identity is a cryptographic key. Payment is a smart contract. Trust is a mathematical score. The customer might not be human — and that's the point.