AI Cartel
Apurv GuptaAI Cartel
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 12 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
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aicartel.substack.comLatest Issues
Jensen called Quantum “30 Years Away”. Then NVIDIA Built the Plumbing Anyway, Why?
In January 2025 at CES Las Vegas, Jensen Huang said useful quantum computers were probably 15-30 years away. Quantum stocks sold off hard.
By one count, Rigetti (which designs and operates quantum computers and processors) fell -45% that...
Cartel Capital #8 — One Year Later: The Easiest Way to Drag Down an AI Portfolio
🎬 Performance Update
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Since May 2025, the AI Cartel portfolio is up by +30%
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Last time I wrote, it was Oct 14, 2025. A year of silent observation has made the AI Stack clearer: the builders are winning and the bottlenecks are r...
Cartel Capital #7 — Investing in Agentic Systems
🎬 Performance Update
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Since May 2025, AI Cartel’s portfolio has outperformed major benchmarks — up roughly +13% ahead of the Nasdaq Composite and +25% ahead of the S&P 500.
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A simple $250/week strategy (even factoring in a two-...
Cartel Capital #6 — Where AI Meets the Masses: Search, Commerce & UX
Last week, we invested in the Interface Layer — the companies working to make AI more human, for us to connect with it.⚠️ In case you missed it, here it is:
We’re still in the early days of the AI revolution, begin investing...
AI Cartel Portfolio: +5.60% in 30 Days & Re-balancing Strategy Deployed
Till date, we’ve deployed ~$1,400 (€1,250) across the AI Stack — from chips and data labeling to feedback loops and interface layers.
We’ve picked 20+ companies, not as random bets, but as thematic probes into how AI is actually being bui...
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Authors
The writers behind this newsletter.
Futures & foresight executive, business strategist, and deeply interested in AI shaping culture & society. Ex-UN & Accenture
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