makers + builders · 4 September 2026 · Investment Thesis

AGI, unevenly distributed

Parul Singh, Board Partner @ Initialized

Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation. Meanwhile, capability gaps in medicine and security reveal the pattern—models can do the work, but humans haven't scaled to review it.

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Topics: AI (Horizontal) · Developer Tools · AI Infrastructure

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