Cost per token has declined >100x since 2023, yet AI capabilities have barely pierced the enterprise (<5% adoption rate). Lorimer backs firms bringing AI into highly complex enterprises for the first time, creating the multi-billion dollar markets of tomorrow.
Each thesis reflects our close study of markets we’ve operated and invested in. They include key enabling infrastructure – and vertical-specific opportunities. If you’re building in these areas, please reach out.
The EDA layer for quantum – a Synopsys or Cadence for a multi-hundred-billion-dollar market.
Reliability, observability, and governance are being rebuilt at the agent layer. The next Datadog.
Where language models hallucinate, deterministic AI delivers the precision heavy industry requires.
Re-architecting the back office of two of the largest regulated industries on earth.
Not winner-take-all. We expect vertical-specific winners in fuels, semiconductors, and batteries.
Developers using proprietary subsurface and grid data to collapse project time and cost.