Investing in the Age of AI
Jesse WalkerWhen everyone's selling fear or FOMO, we show you the math. One data-driven AI investing essay per week.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 2 months ago | Last Issue | 6 days ago |
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investingintheageofai.substack.comLatest Issues
If AGI Hits in 2029, Most Portfolios Break
The people building AGI think it lands inside the decade. The portfolios most people are holding are built for a world where it doesn’t.
Metaculus puts 25% odds on AGI by 2029. Sam Altman says 2029. Dario Amodei has hinted 2026. Demis Hass...
SpaceX IPO - You're Not Buying a Rocket Company. You're Buying an ISP.
When the SpaceX IPO prices in a few weeks, the headline will be the valuation. $1.5 trillion. Larger than every IPO in history combined. Roughly equal to Berkshire Hathaway. The story everyone will tell is “Elon, rockets, Mars.”
That story...
The Hidden Pattern Behind NVIDIA's 22,000% Run
Everyone treats NVIDIA’s 22,000% decade as a lottery ticket. The four things that made it spottable in 2016 were sitting in the annual report, in plain view.
If the pattern can be named, it can be applied to other companies before they run...
Most AI ETFs Are Index Funds in Costume
There are over 40 AI-themed ETFs in U.S. markets. Most of them hold the same six stocks your index fund already owns, and they charge you 7 to 15 times more for the privilege.
I think too much about expense ratios. Most people glance at on...
Bloomberg's $32K Moat Has a $240 Hole In It
A Bloomberg Terminal costs $31,980 a year. Claude Pro costs $240. The price gap is 133x and it grows every year, because Bloomberg raises subscription rates while AI tools get cheaper.
The right question for an individual investor isn’t wh...
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Authors
The writers behind this newsletter.
Jesse has been an individual investor for 30 years. He was a professional poker player for the better part of a decade. His alpha over hands-off passive investing approaches is 1-2% annualized. He is a techno/AI (cautious) optimist.
Hi friend. I'm serious about this AI-thing. We need to get it right. Father, founder, philosopher, non-dual meditation 'teacher'.
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