Cambrian launches ~$70M AI hedge fund betting on short AGI timelines reshaping software
robleclerc · x · 2026-10-14
Cambrian, an AI hedge fund seeded with $70M and backed by Metaplanet and Jaan Tallinn, argues AGI could destroy software moats while AI supply-chain oligopolies still trade at just 1-5x revenue and 5-15x earnings. A resharer adds the concept of "temporary RSI": models may briefly become smart enough to improve themselves and find new local minima, wiping out SaaS-heavy businesses while humans keep dominating complex social and planning tasks for years — a future few are pricing in.
Related event: AI Hedge Fund Cambrian Raises $70M Seed Round(3 posts)→
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