Investor: the best future trade is putting an entire fund into Anthropic stock
abhiadesai · x · 2026-11-13
An investor argues the best investor of the future will have permanent capital and the ability to put an entire fund into $ANT (Anthropic) and go to the beach every day.
- Building on @lefttailguy's thesis, he draws an analogy to the tiger cubs who rode the internet, mobile and cloud waves — the winning trade of coming decades will be finding ways to funnel LP money into secular AI winners like $ANT, just as levered beta on Mag7 defined the past few decades.
- Responding to Michael Mauboussin's paper on how much market concentration is too much, his answer: there's no such thing as too much.
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