Boris Bogaert positions himself as a leading thinker on software as an employee and agentic AI, arguing that LLM spend is effectively a new kind of payroll and that the real moat is building software factories and trust infrastructure rather than just applications. As a repeat founder with Netlog mafia ties and co-founder/CEO experience at Xpenditure/Rydoo, he brings an operator mindset to investing and focuses on sovereign founders who can orchestrate large AI workforces to achieve extreme growth with lean headcount.