AGI Portfolio Update: 16.8% Return in 7 Months, Beating SPY by 4.4 Points
avilacjf · reddit · 2026-09-11
Seven months after proposing an AGI-themed portfolio premised on AI matching humans in most economically valuable work by 2026, the author reports a 16.8% return vs SPY's 12.4% and QQQ's 19.6%. Key claims: Anthropic reportedly near positive adjusted operating income with SemiAnalysis projecting Q3 profit, OpenAI Codex/ChatGPT Work usage surging, and a new model reportedly proving Navier-Stokes in Lean. The author remains bullish on the datacenter buildout but flags land and powered-shell access plus local opposition as bottlenecks pressuring Nvidia and semis, and plans to hold through volatility.
More from AGI Musings
- mrdoob sparks debate: AI coding traded the joy of flow for new capabilities — brandon_xyzw · 2026-09-11
- Andy Matuschak experiments with weirder representations of 'readings' via cut-up poster-ification — andy_matuschak · 2026-09-11
- AI math skeptics gain ground: advanced math offers little economic value, argues viral thread — voooooogel · 2026-09-11
- Dev jokes he's glad he meditated before diving into ASI risk discourse — JacquesThibs · 2026-09-11
- Meta gives every US adult free AI, yet coverage fixates on a 27-year-old quitter — neil_chilson · 2026-09-11
- YC-backed firm buys an accounting practice, lifts margins from 5% to 70% with AI — ycombinator · 2026-09-11