AI doomer funder Jaan Tallinn backs $70M AI hedge fund Cambrian betting on explosive AI growth
SydSteyerhart · x · 2026-10-14
Cambrian, an AI hedge fund seeded with $70M and backed by Metaplanet and Jaan Tallinn, argues AGI is coming while hundreds of AI supply-chain oligopolies trade at just 1–5x revenue and 5–15x earnings; short AI timelines could nuke software moats, leaving physical chokepoints as the key bets. Critics note the irony: Tallinn is one of the largest individual funders of AI doomerism, yet is now all-in on explosive AI growth — and was an early Anthropic investor.
Related event: AI Hedge Fund Cambrian Raises $70M Seed Round(3 posts)→
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