AI hedge fund Cambrian launches with ~$70M, betting AI supply chain is massively underpriced
gabriel1 · x · 2026-10-14
Founder @Lonis launched Cambrian, an AI hedge fund seeded with $70M and backed by Metaplanet and Jaan Tallinn. The thesis: AGI is coming, yet hundreds of AI supply chain oligopolies trade at just 1–5x revenue and 5–15x earnings — Wall Street is massively underpricing AI's economic scale. Short AI timelines could nuke software moats, while key physical chokepoints remain. Reposter gabriel1 calls Lonis the best AI predictor he knows.
Related event: AI Hedge Fund Cambrian Raises $70M Seed Round(2 posts)→
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