Excited to announce our investment in @Silicon_Data. As compute spend scales into the trillions, standardized, trusted pricing data becomes core infrastructure for how the entire market operates. The market is taking shape fast, with their indices going live on October 5th with @CMEGroup as the backbone of the first ever compute futures market. Compute is becoming its own asset class and we couldn't be more excited to partner with @carmenli and team.

Excited to announce that @vaneck_us has invested in @Sapiom. Sapiom is the infrastructure layer for the agent economy. The platform that turns AI agents into reliable, scalable economic actors. Six months in, they've orchestrated over 270M transactions and have 2.5M agents running for some of the most forward thinking companies like @polsia (who reduced their AI spend by 10x using Sapiom). Just as Shopify unlocked a generation of new founders by collapsing the complexity of starting an online business, Sapiom is doing the same for the agent first founder - making the infrastructure invisible so the next million businesses can scale on agents. The story is fitting given @i_zerbib's time at Shopify. He knows exactly what it takes to build the platform that unlocks the next generation of builders. This time though, we expect the builders to look and act a little differently. Congrats to the Sapiom team. Onwards!