worth reiterating this because the market still hasn't processed it.
GV, NVIDIA, AMD, Greycroft just paid $4.65 billion for one closed-source bet on AI-generated algorithms. no product. no revenue. 25 employees. one team, one country, one cap table.
that is not retail. those are the most informed allocators on the planet. they don't write checks that size on a thesis they think is wrong.
the thesis is settled. AI-generated algorithms are the path. the only open question is which structure captures the upside.
TIG runs the same thesis with three things Recursive structurally cannot have:
anyone can contribute. not 25 employees in two cities anyone with a laptop, a tacit-knowledge file, and a reason. the talent pool is the planet, not a payroll.
contributors keep their edge and get paid. tacit knowledge never leaves your machine. royalties route on-chain to whoever discovered the algorithm, every time it ships commercially, forever. that contract does not exist anywhere else on earth.
the algorithms stay open. Recursive must keep its outputs proprietary or the moat dies. TIG must keep them open or the market dies. opposite constraints, opposite outcomes. only one of those scales without a ceiling.
this is not a token bet. this is the structural alternative to one company owning the math underneath modern civilization. that question gets decided once. you either positioned for it or you didn't.
generational doesn't mean a 10x. generational means the answer to a question this size only gets priced once. and the priced once happens before the public catches on, not after.
$TIG
Another day, another (closed) startup.
Recursive Superintelligence came out of stealth today, is valued at 4.65 billion and investors include Nvidia and Google (ofc)
Their bet: We get to superintelligence by using AI to generate algorithms.
One of their founders, Jeff Clune, published the AI Scientist paper in Nature this March.
AI that runs the whole scientific method on its own.
His announcement tweet says Recursive will "scale up" exactly that work.
Universities and labs do the foundational, citable research, get the credit, and then the for-profit scales it up into something proprietary.
Algorithms are how we get to superintelligence, and if a closed company gets there first, everyone else is locked out of the most important technology ever built.
The algorithms HAVE to stay open.