VC thesis 'Data at the Edge': cheap sensors plus AI are rebuilding the internet's data flywheel offline
rebeccakaden · x · 2026-10-15
Investor Rebecca Kaden published 'Data At The Edge', arguing the physical world is starting to replicate the internet's growth logic.
- Core thesis: The physical world is full of data we've never put to work; cheap sensors and increasingly capable AI are changing that. The flywheel — more deployments → more data → better products → more deployments — is taking hold offline
- Portfolio bets: Tutor Intelligence, Gritt Robotics, Sofarocean, Efficient HQ, Viam Robotics, and Isembard are all racing toward this edge
- The firm is actively talking to entrepreneurs already deploying hardware into the world
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