NFX Says Venture Capital Can Aim Superintelligence Before 2027 Arrival
Updated
Updated · NFX · Jun 11
NFX Says Venture Capital Can Aim Superintelligence Before 2027 Arrival
2 articles · Updated · NFX · Jun 11
Summary
NFX argued early-stage investing is the "targeting system" for superintelligence, saying capital deployed now will determine which industries, problems and companies benefit first.
2027 to 2029 is the window the firm says some AI insiders now discuss for AGI or superintelligence, making prebuilt assets such as proprietary data, regulatory approvals, clinical ties and distribution crucial before the technology arrives.
Coding and legal already show that pattern, NFX said: AI moved first where data is abundant and rules are clear, while investors helped back companies such as OpenAI, Anthropic, Cursor and EvenUp.
Biology, longevity and women's health are bigger but harder targets because trials, regulation and unknown science slow adoption; NFX highlighted bets including Centivax and TwoStep as examples of building the needed moats early.
The essay says abundant intelligence will not erase value but shift it toward scarce defenses—networks, proprietary data, physical-world access, institutional position, trust and human-made goods—supporting venture's case for 50x to 100x upside.