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September 2025

The Chert Thesis

We believe that AI agents have an untapped potential.

Right now, agents like Manus or Poke are seen as powerful but only limited to the role of personal assistants.

For AI agents to truly integrate into human society, they need to take on independent, human roles, whether as sales reps or customer support agents.

And for that to happen, agents need a layer of trust that they currently lack. People shouldn’t feel uneasy when they are talking to an AI. They should feel comfortable.

We are interested in building this emotional layer of trust between humans and AI.

And that’s what we believe will be the major shift that will grow the AI agent market from an 8B industry to a 50B industry in the next three years. We imagine a future where agents become treated as friends, co-workers, and people instead of tools.

Comments (7)

  • Raquel CastlesAug 7, 2026

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  • Manuela TasmanAug 26, 2026

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  • Gayle SageAug 26, 2026

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  • Shaun JenksAug 27, 2026

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