GKIM Foundries
A factory for AI-native businesses.
We go deep into an industry, digitize how it creates value, discover where AI can fundamentally change the economics, and build the businesses and operating systems that emerge.
The more a Foundry operates, the more it learns.
What goes into a Foundry
Domain expertise
Decades of knowing how an industry really works
Human judgment
Interrogation, challenge, outside perspective
GEARS™
Structured business design
AI at scale
Analysis, modelling, simulation, execution
GKIM engineering
Platforms, data, agents, operations
↓ AI-native businesses
Why Foundries exist
What if everything we learned made the next business smarter?
Consulting engagements end. Software projects ship. Industry knowledge stays fragmented across the people who happened to be in the room.
A Foundry is designed differently. It creates a persistent, structured body of domain knowledge that can be used again and again to discover, design, build and improve AI-native businesses in one industry.
Humans stay responsible for ambition, expertise, judgment, challenge and every consequential decision. AI expands what can be analysed, modelled, simulated, built and operated.
The knowledge compounds.
Domain knowledge
What people who know the industry actually know
GEARS™ model
Economics, stakeholders, workflows, decisions, data, measures
Business designs
What could work differently, and why
AI-native systems
Agents, workflows, data, interfaces — built
Real-world operation
Run, measured, governed
Evidence
What actually happened, back into the model
↻ back into domain knowledge
Digitize → Accelerate → Grow — applied to a whole industry
Digitize
Develop a deep computational understanding of the industry's economics, stakeholders, workflows, decisions, constraints, data and opportunities.
Accelerate
Identify where AI, agents, automation, data and software can fundamentally change the economics.
Grow
Build, operate, measure and continuously improve the resulting businesses and systems.
Every operating cycle produces new evidence and knowledge that feeds back into the Foundry. That is what compounding domain intelligence means.
The Foundries
What exists today — and exactly what stage it’s at.
Some of this is proven and operating. Some is in active development with founding partners. Some is a researched thesis we intend to build. We label which is which.
Telehealth Foundry
Genetics · Diagnostics · Remote care
From patient engagement to payable order.
Status
Proven · Operating
Built and run at scale in genetics and telehealth. Extending to new supply partners now.
Key economic question
What is the true cost of turning a patient into a clean, documented, payable order — and how far can AI take it down?
ExploreHome Care Foundry
Adult social care · Care coordination · Workforce
What if AI could fundamentally reset the economics of care coordination?
Status
Active development · Founding operators invited
The operating model is designed and in build with a first group of operators. Not yet a proven, running platform.
Key economic question
How much of a home care provider's margin is consumed by coordination — and how much of it is recoverable?
ExploreHealthTech Foundry
Life science · Diagnostics · Cambridge cluster
From scientific possibility to commercial venture.
Status
Active development · Founding cohort
Method and opportunity-intelligence system in active development with a founding cohort. Ventures are being assembled, not yet operating at scale.
Key economic question
Where does scientific possibility actually meet a payable, adoptable, enterable market — and what has to be true first?
Explore
Centre of gravity
Healthcare is where complexity gets real.
Our deepest Foundry work today is in healthcare — because few industries combine greater complexity with greater opportunity. Everything has to hold together at once, and the consequences of getting it wrong are real.
Healthcare is where we’ve gone particularly deep. It isn’t where the thinking stops.
A Foundry can be created wherever an industry contains valuable knowledge, structural inefficiency, and an opportunity for technology to fundamentally change its economics.
- Patients
- Clinicians
- Laboratories
- Payors
- Commercial operators
- Regulation
- Reimbursement
- Sensitive data
- Clinical judgment
- Complex workflows
- AI
How it connects
Where you can see the GKIM thesis being applied.
Ian
Human intelligence
Interrogate → Challenge → Connect → Translate
GEARS™
Structured intelligence
Digitize → Model → Blueprint
GKIM
Execution capability
Design → Build → Operate → Evolve
Foundry
Compounding domain capability
Learn → Build → Operate → Measure → Improve
Human intelligence, structured intelligence, execution capability and compounding domain knowledge — all in service of one journey: Digitize → Accelerate → Grow.
What’s next
What should we build next?
The most interesting Foundries won’t necessarily start with us.
They may start with someone who has spent twenty years understanding an industry. A company sitting on unusual data. A scientist with valuable IP. An investor who sees an industry ready for structural change. A founder who knows something should exist but hasn’t yet worked out exactly what.
Bring us what you know. We’ll help discover what it could become.
Who we want to hear from
Domain leaders
People who understand an industry deeply and believe it could work fundamentally better.
Business owners & CEOs
Established businesses considering what they should become in the AI age.
Scientists & IP holders
Knowledge, science, data or intellectual property that could underpin a new business.
Investors
People looking for systematic ways to discover and build AI-native businesses in attractive markets.
Entrepreneurs
Unusual insight into a market problem, and the ambition to build around it.
Build with us
There are several ways into a Foundry.
- 01
Bring your business
Let's explore what your existing company could become.
- 02
Bring your industry knowledge
Help us model an industry and discover opportunities worth building.
- 03
Bring your science or IP
Explore the businesses that could be created around it.
- 04
Bring capital
Explore AI-native businesses built around attractive economic theses.
- 05
Bring the problem
If you understand something structurally broken in an industry, start there.
We go deep with a small number of businesses and Foundry partners at a time.
New relationships begin when we believe there is something consequential to build — and when we know we can give the work the attention it deserves.
Depth over volume.
Designed with GEARS™
GKIM’s method for digitizing business ideas and industries. Industry expertise goes in, GEARS structures the economic system, and the Foundry turns the resulting knowledge into businesses.