AlphaAbstractJordi Visser11 min read
Jordi Visser — AI Crash Over / What Comes Next Investment Thesis
Source: The AI Crash Is Over. Here's What Comes Next, Jordi Visser (YouTube), August 9, 2026.
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Curated investment research notes synthesized from founder and operator interviews — focused on finding alpha in AI.
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View archive →- Moonshots11 min read
Peter H. Diamandis — Google Exodus, SpaceX Terafab & OpenAI Astra Investment Thesis
Source: Google's Jeff Dean Exits, SpaceX Hits $100B in Rev & OpenAI's Astra Solves Decade-Old Math Problems, Moonshots (Peter H. Diamandis, Alex Wissner-Gross,…
Read summary → - SemiAnalysis11 min read
Jon (Asianometry) — Google Exodus, Elon Terafab & Memory Investment Thesis
Source: Ep. 023 — Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5 | Jon from Asianometry, SemiAnalysis Weekly (Jordan Nanos, Doug O'Laughlin…
Read summary → - Gavin Baker13 min read
Gavin Baker — Why the Markets Are Pricing AI Wrong Investment Thesis
Source: Why the Markets Are Pricing AI Wrong | Gavin Baker, Invest Like the Best (Patrick O'Shaughnessy), August 4, 2026.
Read summary → - Jordi Visser11 min read
Jordi Visser — AI Speed Crash Opportunity Investment Thesis
Source: AI's Speed Crash Is Creating the Next Opportunity, Jordi Visser (YouTube), July 12, 2026.
Read summary → - Dylan Patel12 min read
Dylan Patel — AI Infrastructure Stack Investment Thesis
Source: Dylan Patel on the infrastructure powering the AI revolution | The Next Big Thing, WisdomTree in Europe, July 8, 2026.
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