Alouette Capital Management

The efficiency of machines combined with human intuition, intellect, and ingenuity will create an unstoppable force of productivity gains in the near future. This human-machine symbiosis will allow humans to make better data-driven decisions and arm us with the right tools to tackle the biggest challenges in the world. This thesis forms the foundation of our investment principle.

For AI to operate safely, personal data and civil liberties must be protected, and guardrails must be in place. As cloud adoption grows and the world is increasingly digitalized, the cyber threats we face will also grow. Therefore, companies working on a more secure internet is a critical pillar of our investment principle.

Wide adoption of AI & ML technologies in the economy will mean higher demand for faster inference speeds and lower latency by users. We believe that in the future, AI models will no longer run in clusters of large data centers but instead operate at the edge where it can quickly serve users.

An AI model trained without a large amount of high-quality data cannot be useful. Companies with technologies that enable organizations to unlock insights by collecting, processing, transforming, and aggregating large amounts of data will become highly valuable. We also believe that general-purpose large language models will be replaced by highly customized purpose-built models and agents, trained on proprietary data.

In order for large AI models to operate at the edge and at scale, advances in hardware will be required. We invest in companies that push the forefront of innovation in chip design and manufacturing.

As AI adoptions increases, autonomous software agents and hardware systems such as drones and self-driving cars will also become commonplace. We invest in companies developing leading technologies in robotics and automation.