Fund manager proposes an 'AGI Berkshire': holding powered land, data assets and compute contracts
abhiadesai · x · 2026-10-30
abhiadesai floats an investment thesis: few AI/PE-style plays target truly scarce assets that will overearn in the coming years — essentially a holding company for powered land, unique data assets, and buying compute contracts from existing holders. He argues the right plot of Texas dirt beats almost all startup equity as an 'AGI Berkshire'.
Related event: Investor Proposes an 'AGI Berkshire' to Hoard Power, Land and Compute(2 posts)→
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