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Curated tech Twitter/X posts on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
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Cambrian Capital's @_Lonis_ argues that most investors are unknowingly positioned to lose money if AGI arrives sooner than expected, even those holding the S&P 500: "Most of the assets most people hold is actually not only not exposed to short AI timelines, but are actually negatively exposed." "If AI comes very quickly, it will be very bad for a lot of venture portfolios. Obviously bonds will do very poorly. But also S&P might do quite poorly, because we expect interest rates to rise, and so…
AGI is coming, and hundreds of AI supply chain oligopolies trade at only 1–5x revenue & 5–15x earnings Short AI timelines could nuke software moats. Key physical chokepoints still remain Launching Cambrian: an AI hedge fund seeded with ~$70M. Backed by Metaplanet & Jaan Tallinn https://t.co/6Xyp9xRzhe