I believe that many generational companies are being founded in the AI space. However, most startups are competing to build slight variants of the same solution (coding assistants, vertical agents, AI infrastructure). For these companies, distribution and speed are far more likely to drive success – not your technical contributions.

In order to build a true outlier company, it’s necessary to innovate outside of the consensus. It’s a common assumption that general intelligence will eventually handle every problem, but certain problems require specialized data, algorithms, and modeling of physical systems. In the same way that autonomous driving and protein folding required Waymo or AlphaFold, supply chains need purpose-built intelligence.

At Omnifold, we're designing AI systems to optimize how physical products are built, stored, and distributed throughout the world. We're not the first company in this space, but to our knowledge we are the only ones treating it as a fundamental computer science problem rather than an application layer problem. Because of our unique approach to data, modeling, and interfaces, our ambition isn't just to compete – it's to be the last company this market will need.