Unsal Partners

We fund and operate AI-only companies.

Firms designed from the first line to run on AI and robotics, with human labor removed by design. Not AI-first. Not AI bolted on. AI-only.

Read the thesis

AI-only.

A company is AI-only when it is structurally unable to function without AI. The org chart is machines first, people as exception. Operations, decisions, service delivery, and most of the capital-intensive work in the field are performed by models, agents, and robots.

It is not AI-first, which still assumes a human org underneath. Not AI layered onto a legacy workflow. Not automation around the edges. The assumption is inverted: the company exists because the machines do, and humans appear only where the machines cannot.

The thesis is not theoretical.

Two years of essays tracing what happens to scarcity, dignity, institutions, and markets when most human labor becomes optional. The companies we fund are the execution of that argument.

  • Arm Up Against AI Job DestructionMay 2024
  • Bandwidth EconomicsApr 2025
  • Scarcity Is DeadSep 2025
  • The Dignity ParadoxAug 2025

Browse the essays

Operator. Investor. Writer.

Unsal Partners is a single-partner firm led by Oltaç Ünsal. Three decades of tech investing, operating, and international development work across more than thirty countries. Stanford MBA, Goldman and Credit Suisse before that, five venture-backed exits after.

About Oltaç