The Exoindustrial Age
The Industrial Age was built by making the substrate of modernity on Earth. The Exoindustrial Age begins when we make it off Earth, and this week, Besxar’s first Fabship canisters flew on a SpaceX rocket.
Thesis
Future #3: Hardware in Months, Not Years
Compute and simulation have moved hardware into the software cadence loop. Bee Partners has been building exposure to this shift since 2024 across four companies addressing distinct slices of the AI-first hardware stack.
The Four Futures We Believe In
The Four Futures are predictions, and also where Bee Partners is already invested: four portfolio-tested convictions that define our thesis in the AI supercycle.