Cambrian, an AI hedge fund seeded with ~$70M, backed by Jaan Tallinn and Metaplanet
tszzl · x · 2026-10-15
Investor Lonis has launched Cambrian, an AI-themed hedge fund seeded with roughly $70M, 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. Short AI timelines could nuke software moats, while key physical chokepoints persist. A quoted reply jokes that Tallinn is simultaneously trying to break every hardware bottleneck in the AI supply chain and to stop AI.
Related event: AI Hedge Fund Cambrian Launches with $70M Seed(5 posts)→
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