About Robot Wave

Robot Wave is a notebook on the AI build-out — what’s shipping, what’s being repriced, and where the value is moving as the agent stack matures.

Every platform shift in computing rewards the companies built natively for the new paradigm. Most of the companies that will define this one are still being founded. Robot Wave is the running commentary on that build — week to week, post to post.

Two formats

Essays — standalone takes on theses, primitives, and the structures emerging around AI-native businesses.

AI Waves — the weekly roundup of what mattered across the labs, the chips, the capital, and the agents, tied together into one read.

Who writes it

Robot Wave is written by Dr. Steven Waterhouse, founder and general partner of Nazaré Ventures — an early-stage firm investing in the systems layer of agent-first AI.

Thirty years finding the systems layer before the application layer is obvious. PhD Machine Learning, Cambridge (Isaac Newton Prize). NASA Ames. Co-founder of RPX Corporation (IPO NASDAQ 2011). Managing Director at Fortress. Partner at Pantera Capital, where he led Circle’s Series A in 2013. Founder and CEO of Orchid Labs.

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