The Capitalist
WruckyThe stories and tactics of those who built empires
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 3 years ago | Last Issue | 3 months ago |
| Active | |||||
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capitalists.substack.comLatest Issues
Situational Awareness: The 25 year old taking on Wall St
Leopold Aschenbrenner’s AGI hedge fund has hit ~$5.5bn in equity exposure after ~18 months of operations. The fund famously beat the S&P500 by 47% in its first 6 months.
If you weren’t aware already, Leopold’s track record is ridiculous:...
Belief Builds the World
“He who has a why to live can bear almost any how.” - Nietsche
The Egyptians with the Pyramids.
The Catholics with the Cathedrals.
The Romans with the Colosseum.
The Americans with the Manhattan Project and the Apollo Program.
All of...
Updated Thoughts on AI Rollups
Welcome back to the latest edition of The Capitalist.
Here’s what I have in store for you today:
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More insights on General Catalyst’s AI Rollups Play
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Lessons from centralised vs decentralised IC’s
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An interesting small bus...
The Anti Mimetic Index
Welcome back to the latest edition of The Capitalist.
Here’s what I have in store for you today:
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Anti-Mimetic Index
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A Future Without Network Effects
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Generalist Funds > Specialist Funds
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Bifurcation of Private Ma...
OpenAI's Big Gamble
Hey everyone!
Welcome back to The Capitalist.
In 5 minutes or less - I break down my most interesting finds across private markets investing, technology, and the future.
If you’re not a subscriber already - make sure to drop a follow d...
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