Bilal El Alamy argues that scarce operator expertise limits traditional venture studios. Shared memory and parallel agent workflows could extend that capacity, while people retain responsibility for strategy, judgment and review. This is an operating-model thesis, not a promise of production capacity or investment returns.
Read the original article by Bilal El Alamy on LinkedIn →
An investment thesis for the intelligence age: back the technologies that create abundance, the scarce resources they depend on and the regulated institutions that enable their deployment, while preserving ownership, choice and human agency.
Agentic coding is changing the unit of software production: the developer increasingly designs, supervises, and improves a factory of connected build, audit, deployment, and operating systems.
Coding agents make extensible software more valuable: more users can now turn small, personal workflow frictions into working tools.