collapsing_into_the_system_state_v1
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Today, you can build a product in a weekend. You still can't fund it without a lawyer, a cap table, and a decade-long commitment.
🧩We've identified 10 open problems builders of the agentic internet need to solve.
We've set aside capital against this thesis and we're opening a Request for Builders today.
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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.
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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.
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We back hybrid (human / agent) teams building systems with four properties that we believe will command a sovereignty premium:
privacy by default,
permissionless by architecture,
verifiable by anyone,
with freedom to exit as a built-in right.
Our bet is cryptographic systems can deliver trustful protocols that scale.
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Fund II will invest across pre-seed to series A equity startups to crypto 2.0 token economies and the weird and novel structures we expect to emerge in the Post Web as Zero to One dies and morphs into Zero to Many, of systems over startups.
If you are building across these domains, hit us up. Full thesis: outlierventures.io
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⚠️ Scam alert: a phishing email is circulating that appears to come from an <@ outlierventures. io> address, pitching a "partnership."
It is not from us. Don't click any links or reply.
We're aware that some people are impersonating Outlier Ventures employees and we're taking immediate action. If you already engaged, please don't share any information with the sender.
If you're ever unsure whether outreach from OV is legit, email or DM us to confirm. Thank you and stay safe 🙏
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You Firm is about to be decomposed…
substack.com/@jamie247/note/…
so you're telling me Claude Code Opus 4.6 can now...
- scan an entire website
- build it as a mobile app
- prepare for App Store submission
- self-maintain the app
without any human in the loop?!?
it's so over...
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10 Open Problems Builders of the Agentic Internet Need to Solve
🧩No 4: Verification without managers
Someone committed capital against a milestone. Humans and agents did the work.
Who confirms the milestone was hit?
Capital can't flow programmatically if there's no credible verification layer.
Are you working on this? Talk to us.
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Or review the full Request for Builders and submit your project now → convictionmarkets.io/submit
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10 Open Problems Builders of the Agentic Internet Need to Solve
🧩No 3: Trust without institutions
No employer. No performance review. No credential.
How does a builder's track record follow them across projects? How does an agent's output history become a credential?
Reputation needs a new foundation, one that's verifiable and portable.
Does it resonate or not? Is trust without institutions even possible? Tell us more.
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Or build with us.
Review the full Request for Builders or submit your project → convictionmarkets.io/submit
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10 Open Problems Builders of the Agentic Internet Need to Solve
🧩No 2: Ownership without cap tables
Two people build something over a weekend. It works.
How do they split what it's worth — now and later — without lawyers, contracts, or corporate structure?
What happens when one of them is an agent? When the code was pair-written with something that doesn't sign contracts — the whole model breaks down.
Ownership needs to work at the speed things are actually built.
Do you agree or disagree?
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Tell us more.
Or build with us.
Review the full Request for Builders and submit your project today → convictionmarkets.io/submit
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10 Open Problems Builders of the Agentic Internet Need to Solve
🧩 No 1: Funding without equity
You can build a product in a weekend. You still can't fund it without a lawyer, a cap table, and a decade-long commitment.
The investor wants exposure. The builder wants funding. Neither fits inside a ten-year equity structure for something that might live four months.
Something has to replace this.
This is an open invite to a conversation - Do you agree? Do you disagree? Why?
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Tell us more.
Or build with us.
Review the full Request for Builders and submit your project today → convictionmarkets.io/submit
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Today, you can build a product in a weekend. You still can't fund it without a lawyer, a cap table, and a decade-long commitment.
🧩We've identified 10 open problems builders of the agentic internet need to solve.
We've set aside capital against this thesis and we're opening a Request for Builders today.
30
10
186
26,409
Are we solving the right problems in the era of hybrid human+AI teams?
Equity doesn't fit anymore. Grants don't create ownership. Code clones in a week.
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Check out the full Request for Builders or Submit your project.
🧩 Build with us at
convictionmarkets.io/submit
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