Thesis
The next massive technology shift is Real World Intelligence - where AI collides with the physical economy - and it represents a $60T opportunity.
The world runs on physical things.
Energy, food, factories, biology — these are the systems that sustain human life and they have been running on legacy infrastructure stretched to its limits.
AI spent its first decade behind glass, making our digital lives more responsive. That was the opening act. What comes next is harder, more consequential, and represents the largest technology shift of our lifetimes: intelligence moving into the physical world itself.
Bison invests in this frontier of technology – where AI collides with the physical economy.
We call this Real World Intelligence.
It’s not a niche vertical or a passing fad. It’s a $60 trillion opportunity across the global economy.
We partner with the founders reimagining the ways we build, move, and heal as well as the energy and compute innovations that underpin it all. We look for the most ambitious entrepreneurs building non-incremental businesses at the frontier of technology and who share our vision of the future.
Navigating this opportunity requires a team of specialized generalists that both understand technology as well as the nuanced market dynamics of real world industries. We’re all engineers at Bison and we bring deep experience from helping entrepreneurs build these types of businesses through multiple cycles and across 20+ unicorns.
We know where legacy systems are failing, and where a well-designed intelligent layer changes everything. More food grown with less. Diseases caught earlier and treated faster. Infrastructure that holds together under pressure.
The companies we back don't just sit on top of physical industries. They grow into them, becoming load-bearing parts of how those industries function. By backing businesses that are genuinely necessary, we capture the explosive growth of software alongside the enduring staying power of industry.
We believe the most important technology companies of the next decade won't be confined to just a screen. They'll be built in the physical world around us. Together, with our founders, we are building the future of Real World Intelligence.
