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Accuracy score+0.8
순 place98
Scored calls910 calls
Hit rate / Market-adjusted / Return-weighted50.2% / 49.6% / 54.8%
1-month return / Market / beta excess return / Peer excess+1.1% / +0.8% / +0.1
Bullish / Bearish / Neutral61.4% / 15.5% / 23.1%
Best horizon1y
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Updated2026-10-28 07:00:00

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new money records · 2026-10-27 · 유튜브 시청 398 · Board Views 0 · International

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What are you investing in right now? Uh, in the venture fund, we are investing actually in venture and all of our funds in five major innovation platforms. Uh, and actually that involve 15 different technologies that we think are going to transform the world. So, uh, AI, that's the obvious one and it's the biggest catalyst to everything innovation today.

And what are some of the names in AI that you're investing in? The names in AI, almost everything that we're investing in. So, we own uh, Anthropic and OpenAI and we're direct to cap table, which means we do own the underlying equity, which you will not find in a lot of other venture funds. And you mentioned four other platforms related to, I guess, technology and disruption.

Yes. Uh, so robotics and in the venture fund, uh, one of the premier robotics companies is Figure AI. Uh, for humanoid robots. Uh, in fact, it uh, did something very interesting recently. It uh, is has basically hired people to clean their own houses, uh, but wear cameras and other sensors, so robots can learn from them.

Uh, so uh, that's just telling us that the big need in terms of uh, the robotics revolution is data. Then energy storage, energy storage uh, is really effectively battery technology to enable solar and wind to become a part of the ecosystem supporting power, the power needs associated with AI. Most importantly there, that's uh, one of the biggest shortages.

Um, and also in that realm, power, uh, we have focused a lot on nuclear power uh, and especially small modular reactors and micro reactors. Radiant would be a name focused on that. Uh, then we have multiomics in the healthcare space. Um, we believe that healthcare is the most profound application of AI.

So, curing disease uh, and developing new drugs, as I mentioned uh, with Lyra. Um, Freenome is another name. Diagnosing disease very early, stage one. Uh, is uh, and in this case colorectal cancer with a blood test. And then the fifth platform is blockchain technology. Uh, and there's a huge amount of infrastructure that needs to be built out as the decentralized financial world and the traditional financial world uh, converge.

So, Blockdaemon is a name in in our portfolios on the infrastructure side. Architect is a name uh, focused on one of the fastest growing spaces within blockchain technology is called Perps, uh, perpetual futures. Um, it was invented on chain. We have futures that expire in the public markets. These do not expire.

Uh, so, lots of different companies surfacing to capitalize on what we believe are going to be massive opportunities.

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