Charlie Cheesman

I genuinely believe I know what the next trillion-dollar company will be. Here are my thoughts: The other day @FoundationCap wrote a post that made a tonne of noise. In it, they say Systems of Record are dying. They argue the next trillion-dollar industry is the context graphs within those systems. I partially agree, but I think @JayaGup10 and @ashugarg miss one crucial fact: Most enterprises don't run on one system of record. They run on emails, CRMs, Slack, AI notes, and internal docs. Each holds a fragment of the full picture. The real challenge is twofold: 1. Integrating these disparate context sources. 2. Building systems that can effectively use that context. My v2 conclusion is that context graphs that link disparate systems in enterprises are the actual trillion-dollar industry. With this approach, AI meets enterprises where they are. Workflows don’t need to be completely rebuilt. This allows for an end-to-end AI transformation with minimal organizational disruption. Link to the full article in this thread. What do you think - agree or disagree?

@agermanidis Come hang out with the @unicorn_mafia

Today we’re announcing London as Runway’s European HQ, and doubling down on our investment in the UK AI ecosystem. In under two years, our London team has become central to our research, including foundational work on GWM-1, our latest general world model. The caliber of talent and industry presence here makes it an ideal environment for the next chapter of Runway’s growth and for shaping the next generation of AI with world simulation. I’ll be in London for the week; DM me if you want to meet up!

real engineers wear sunglasses

hackathons be like

@fatemallk @HENRYD35976311 🦄

bnn-news.com/16-year-old-la… @HENRYD35976311 is cracked

@carlagriffs @unicorn_mafia potensh can

reaching out to the #londonmaxxing community.. my friends and I are organising a hackathon for next month..does anyone know of any VCs/start ups that would be able to loan their office after hours on a Thursday? Cursor will provide credits, just trying to find a venue now

@reach_vb 🕺

putting together a group chat for Codex power users in London / Europe who are the biggest ballers around?

@VasZhovner @meetgranola @cjpedregal @samstphenson @idevelop Congrats vas! Exciting times ahead

Today I'm officially moving from CTO to Advisor at @meetgranola. That's my favorite picture of @cjpedregal, @samstphenson, @idevelop, and me in our Shoreditch office back in 2023, the entire company at the time. From that small cozy room to where Granola is now, what a journey. Excited to welcome @NikolaOtasevic as the new CTO. He comes from a Director of Engineering role at Meta and brings a lot of experience scaling teams. Honestly couldn't ask for a better person to take this on. I'm taking some time off to explore what comes next. No plan yet, which is kind of the whole point.

@w_milczynska @charlierward +1 London ftw

didn't expect this to go SO big 😭 the londonmaxxing math: → rent ~40% cheaper than SF → senior eng salaries 30-40% lower → 4 top 10 universities within 60 miles → every frontier lab now has a london HQ same talent. lower burn. denser network. bullish!

@AlexJonesax 👀

Who are the incredible engineers/builders/developers in UK/Londmaxxing I've not yet connected with on here?

@SebZuddas He’s here

@CharlieCheesma1 Wits happnin

Wagwan

@george__wing haha exactly

@CharlieCheesma1 the yardie context graph company

@Lantos1618 @zmzlois @viktoriaizdebsk @arukanism @dimplnotsimpl @josiahsenu @mudmov @roland_graser @therealoliulv @DanielDippold @simonfarshid send address pls

hacker house in london 20meters from tower bridge hot people only sry

@meowfuleats @unicorn_mafia is the place for vibes

if anyone knows how to make friends in london lmk too please

@businessbarista AI-native

I want to start an AI community for executives. This will be a space for people to share killer use cases, agentic workflows/agents, post-AI org structure, AI governance, AI training/enablement, change management, and more. Comment “AI-native” if you want to join.

If the EU built Claude

@boardyai no

Pitch me your company in 1 word.

@wizofecom Where’s the actual system though?

@milalolli Agree

London is becoming one of the most important AI cities in the world. $6.7B in AI funding in 2026 alone. Over 1,300 AI-focused companies. DeepMind is headquartered here, OpenAI and Anthropic are both expanding here. NVIDIA is putting £2B into the UK ecosystem. The gravity is undeniable. But here's what the numbers don't show: the right people still aren't finding each other fast enough. Researchers and founders are in the same city, sometimes the same postcode, yet never connecting. That's the problem I built CR3W to solve. CR3W is an AI-driven matchmaking network for builders, founders, researchers, and industry leaders — designed to create the right connections online so the real conversations can happen in person. Currently in beta, focusing on London. No vanity metrics. No noise. Just the people and introductions that actually move things forward. We're live in London and growing. If you're building something worth paying attention to, come find your CR3W. 👉 cr3w.app

@levie @joecole Question - in what contexts will it be easy?

Whether it’s existing consulting firms, new ones that emerge, FDEs from agent vendors, or new internal agent engineering roles, the amount of work that is going to be created to implement agents in enterprises will exceed anything we imagine today. The complexity of implementing agents in any existing organizations is very real. When I talk to large enterprises, as you move from a chat paradigm to agents that participate in meaningful workflows, there are a number of things they need to do. First, you have to get agents to be able to talk to your data securely across your systems. In many cases, enterprises have decades of legacy infrastructure that contain the valuable context for AI agents. That’s going to take a ton of work to go modernize and move to systems that work well with agents. Then, you need to ensure that you’ve implemented agents with the right access controls and entitlements, the right scopes to be safely used, and have ways of monitoring, logging, and securing the work that they do. Next, you need to actually document the processes in the organization in a way that agents can utilize for doing the work. You also need to figure out what the new workflow looks like when agents and people are working together on a process, and who steps in where. Just replicating the old workflow will mute the gains. Oh and you likely need to create evals for your top new end-state processes. Finally, you have to keep up with a rapidly changing set of best practices and architectural shifts happening in the agent space. While it’s fun for people to change their personal productivity tools on a dime, it’s 100X harder to do this in a business process. The speed of change is a blessing and a curse right now for anyone trying to keep a stable system design. All of this means that individuals and companies that develop expertise on the above set of components (and more) are going to be needed to help organizations actually implement agents at scale. This is also the rationale for vertical AI agents right now that can go in deep on a business domain and help bring automation to it. This is a huge opportunity right now whether you’re doing this internally or as an external business provider.