Portfolio

One in flight. One in the open. More in formation.

We are deliberately slow on portfolio breadth. The bar for an AI-only company is high, and the operator attention required to keep one on that path is not scalable by press release.

Oltaç Ünsal at an energy services site

Live Energy Services 50+ Countries

A global services group on the path to AI-only.

A global energy services platform with operations across more than fifty countries. The build-and-integrate phase is largely behind us. The next phase is the operating-model inversion: machines do the work by default, people step in only where the machines cannot. That is what is being put in place over the coming months.

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What the operating company does today

Field services. Turbine and generator inspection and overhaul, electrical testing, emergency response with 24/7 mobilization, installation and modernization.

Parts and components. OEM-aligned supply for aeroderivative and heavy-duty turbines, steam turbine components, hydroelectric equipment.

Operations and maintenance. Multi-year contracts for baseload and peaking plants, with performance optimization and predictive maintenance.

Technology scope. Aeroderivative and heavy-duty gas turbines, steam and hydroelectric turbines, combined cycle equipment, commercial solar systems.

Why heavy industry is the right proving ground

Heavy industry is the harder test. SaaS companies can claim to be AI-native because the whole stack is digital and the cost of being wrong is a refund. A turbine is a different problem. Uptime is measured in dollars per hour of lost generation, the work happens on catwalks and in transformer yards, and the feedback loop from decision to consequence is real. If the operating model works here — with safety, with uptime, with margin — it works in the easier cases by construction.

Where the AI-only work actually is

Honest framing matters. The platform is operational and global. The AI-only piece is being built, not done. Field robotics for inspection and overhaul is the closest layer to deployment — weeks, not quarters. The AI operating brain that turns service decisions, diagnostics, and dispatch into model-driven workflows is further out — months. Calling the company AI-only today would be marketing. Calling it on the path is accurate.

Global reach

Strategic positioning across North America, the Middle East, Africa, and Asia. Service delivery across more than fifty countries, around the clock.

In the Open Consumer Health Equity Co-op

Open biometric interpretation, built as an equity co-op.

A second AI-only company, now public. The premise is that the wearable health industry sells you the interpretation of signals your own body produces — on commodity sensors, using algorithms drawn from public research. Once each layer of that stack collapses to its real cost, the subscription model collapses with it. Ouroboros runs that experiment in the open: a low-cost ring, local-first data, transparent models, and an interpretation layer built by AI agents under the judgment of a small group of human builders who hold the equity.

Open to a small number of AI-native builders — people who can ship firmware, models, UI, regulatory work, or community without supervision — in exchange for both equity and salary. If that describes you, write.

Read the long form

More AI-only companies, in formation.  Sectors where labor is the dominant operating cost and machines can take the whole job, not a sliver of it. Quiet until they aren’t.