Parikshit Augmented Generation_VC — 2026-05

May’s additions clustered around (1) physical AI and agentic systems moving from demos toward scaling regimes, (2) the emerging “AI for science” toolchain (integrated environments, open-ended discovery), and (3) capital + infrastructure assumptions (compute build-out, chip design complexity, and second-order commodity/energy impacts).

• Frontier Systems for the Physical World - by Oliver Hsu
• OpenAI's Microsoft ties change as Musk Altman trial begins
• Project Deal: our Claude-run marketplace experiment | Anthropic \ Anthropic
• Roche to shell out $1B to acquire PathAI in move to boost AI-based dx algorithms
• Roche to shell out $1B to acquire PathAI in move to boost AI-based dx algorithms
• Corteva names seed spinout: AgriFood Signals
• The Three Forms of Scientific Intelligence: A Conversation with DeepMind's Pushmeet Kohli
• Investing in Phylo | Andreessen Horowitz
• Elad Gil Says AI Will Hit 1% Of U.S. GDP By 2026 And Founders Should Exit Now
• Master Plan
• Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences | Goldman Sachs
• Tracking Trillions: The Assumptions Shaping the Scale of the AI Build-Out
• Elad Gil Says AI Will Hit 1% Of U.S. GDP By 2026 And Founders Should Exit Now
• The EDA Primer: From RTL to Silicon
• The Moment for Physical AI May Be Closer Than You Think - WSJ
• India is launching cheap weight-loss drugs — but Novo Nordisk is betting its brands will stay on top
• Could tiny biosensors make biomanufacturing more cost efficient?
• Microsoft Word - SWOT Early Adopters Guide_Mar2018_v1.docx