Assured Asset Management

08/10/2026

How much are you willing to put behind your view? That is where prediction markets get their value. The price of information is set by people who back their views with real money, and it is never fixed. It moves as new information comes in.

Polymarket stands out for building these markets onchain. Trades are priced in dollars, recorded on a public blockchain where anyone can verify them, and settled automatically once the outcome is known.

What distinguishes Polymarket is that it is already being used for more than forecasting. In June, two institutional counterparties used Polymarket to hedge exposure to the rental price of Nvidia’s H100 chips, which power much of today’s AI infrastructure. Companies exposed to fluctuations in AI computing costs can begin to hedge that risk, much as airlines hedge their exposure to fuel prices.

Intercontinental Exchange (ICE), the owner of the New York Stock Exchange, has also invested in Polymarket and now distributes its prediction-market data to institutional clients.

Markets have always priced information. Prediction markets put a number on it.

Learn more → https://polymarket.com/

04/10/2026

Physical AI is finding its footing across a growing range of settings, from logistics hubs to shipyards and power plants. In critical infrastructure, it is taking on work that cannot afford to stop.

Gecko Robotics stands out in bringing that shift to heavy industry. Its robots climb, fly and swim across assets including Navy warships and power plants, collecting high-fidelity data and identifying issues that traditional inspections can struggle to catch. Its Cantilever platform turns that data into actionable insights, helping operators identify structural issues today and anticipate potential failures ahead.

What distinguishes Gecko is that the technology is already in the field. The company holds a five-year contract with the U.S. Navy, beginning with 18 ships in the Pacific Fleet, and has expanded its multi-year partnership with ADNOC. Gecko is also backed by investors including Founders Fund and Cox Enterprises.

Infrastructure is where AI has to prove itself. Gecko is already doing the work.

Learn more → https://www.geckorobotics.com/

24/09/2026

Mid-Autumn Festival is a time to reconnect, reflect, and look ahead.

Thank you to our partners for your continued trust and support. We look forward to creating new possibilities together.

Wishing you and your loved ones a joyful and peaceful Mid-Autumn Festival.

Happy Mid-Autumn Festival.

11/08/2026

We believe the next leap in artificial intelligence will take place in the physical world.

Dexterity is among the few proving it. Its Foresight world model and Mech superhumanoid robot now perform trailer loading for FedEx — work that moved from pilot to full production deployment at the Hagerstown Hub this summer, built on more than 100 million autonomous actions in real production settings.

Deep science translated into enterprise-scale operations, backed by investors including Kleiner Perkins, Lightspeed, and Sumitomo.

As physical AI moves from research to deployment, we’re proud to support this transformation.

Learn more → https://dexterity.ai/

18/06/2026

Dragon Boat Festival Greetings

Wishing our partners, clients, and friends
peace, clarity, and well-being.
Thank you for your continued trust and support.

Warm wishes to you all.

04/06/2026

Anthropic has confidentially submitted a draft Form S-1 to the SEC, with the details of the potential offering yet to be set.

Five years ago, the question was whether a serious AI lab could be built outside the hyperscalers. The filing is one answer. Claude is now used by millions of people and tens of thousands of businesses, and Anthropic has become one of the few independent companies setting the pace of what AI can do.

Public markets will be the next test.

That is the may we invest by.

Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission

28/05/2026

A landmark moment for quantum computing.

Honeywell (NASDAQ: HON) has announced that Quantinuum, one of the most advanced full-stack quantum computing companies in the world, has publicly filed its Form S-1 with the SEC for a proposed IPO on the Nasdaq Global Select Market under the ticker "QNT."

For an industry that has long lived in the language of research papers and long-horizon roadmaps, this is a meaningful shift. Quantum computing is stepping into the public markets — not as a promise, but as a category with real commercial traction. Quantinuum's engagements already span pharmaceuticals, materials science, financial services, and government and industrial markets, supported by a global footprint across the U.S., U.K., Germany, Japan, and Singapore.

What makes this milestone particularly exciting is what it signals about the maturation of deep tech as an asset class. The companies building the foundational layers of tomorrow's economy — quantum, AI, advanced infrastructure — are no longer waiting at the edge of the capital markets. They are entering them.

Milestones like this redraw the frontier of what's possible. At Assured, that is the map we invest by.

https://reurl.cc/dpjXlD

19/05/2026

Function has spent the last few years building something genuinely different — a platform that gives people a real, continuous picture of their own health. Labs, imaging, clinician guidance. Not a single snapshot, but an ongoing baseline.

The acquisition of SuppCo takes that further. SuppCo rates supplements — 35,000+ products tested through ISO-accredited labs, with a certification program that buys products off the shelf anonymously and checks what's actually inside. Worth noting: they don't sell supplements. Their only incentive is accuracy.

Function sees this as the next step toward an AI health operating system — one with an independent action layer that connects continuous tracking with the inputs that actually shape your biology. If Function tells you what's happening in your body, SuppCo helps you understand what you're putting into it.

Third acquisition in under a year. Ezra for imaging, Getlabs for at-home blood draws, now SuppCo. Each one fills a real gap.
The roadmap is clear.

https://www.functionhealth.com/article/function-acquires-suppco-to-bring-trust-and-clarity-to-supplements

10/05/2026

Two companies we believe in. One deal that reflects a broader shift in how AI infrastructure is being built.

This week, Anthropic announced it has secured full access to SpaceX's Colossus 1 data centre in Memphis — a facility housing over 220,000 NVIDIA GPUs and delivering more than 300 megawatts of compute capacity. The agreement directly addresses a problem Anthropic's CEO Dario Amodei described candidly at the company's developer conference: the business grew 80x in Q1 on an annualized basis, far outpacing the 10x they had planned for. Infrastructure, not ambition, became the constraint.

The partnership is practical in the near term — expanded capacity for Claude users, higher developer rate limits, fewer bottlenecks. But the longer-term signal is worth noting. Both companies have expressed interest in developing gigawatts of orbital, space-based compute — a frontier that, until recently, existed only in roadmap discussions.

Amodei framed the developer adoption of Claude as an early indicator: "It's a foreshadowing of how things are going to work across the economy." We think he's right.

We remain long-term believers in both teams and the work ahead.

Learn more
https://www.anthropic.com/news/higher-limits-spacex

16/04/2026

The Financial Times cited an interesting data point last weekend, from Ramp's AI Index tracking $100B in real corporate spend.

Anthropic's share of paying U.S. businesses jumped 6+ points in a single month. The gap with OpenAI is down to 4.6 points from 11 in February.

What's more telling: the best predictor of AI adoption isn't industry — it's who funded you. VC-backed companies adopt AI at 80%. And among that group, the most sophisticated buyers in the market, Anthropic already leads OpenAI 66% to 59%.

In tech, where the most sophisticated buyers go first, the broader market tends to follow.

📖 https://reurl.cc/4ldroj