Amazon14 min read
Chris Camillo's Amazon Investment Thesis
Source: Meta Beats. Microsoft Misses. Why Amazon Matters Most, Dumb Money Live, published January 30, 2026.
Read summary →- Anthropic14 min read
Dario Amodei AI Investment Thesis
Source: Dario Amodei — "We are near the end of the exponential", Dwarkesh Patel, February 13, 2026.
Read summary → - Dylan Patel19 min read
Dylan Patel — AI Compute Bottlenecks Investment Thesis
Source: Dwarkesh Podcast – "Deep dive on the 3 big bottlenecks to scaling AI compute"
Read summary → - Jensen11 min read
Jensen Huang AI Investment Thesis
Source: Jensen Huang – Will Nvidia's Moat Persist?, Dwarkesh Patel, 2025.
Read summary → - Jensen12 min read
Jensen Huang BG2 Pod AI Investment Thesis
Source: NVIDIA: OpenAI, Future of Compute, and the American Dream, BG2 Pod w/ Bill Gurley & Brad Gerstner, September 26, 2025.
Read summary → - Karpathy14 min read
Karpathy Agentic Engineering Investment Thesis
Source: Andrej Karpathy: From Vibe Coding to Agentic Engineering, Sequoia Capital / Stephanie Zhan, April 2026.
Read summary → - Qualcomm6 min read
Qualcomm (QCOM) Monitoring Dashboard
AI & Diversification Strategy Overview
Read summary → - Space X15 min read
Elon Musk — SpaceX as the Hyper-Hyperscaler: Orbital AI Investment Thesis
Source: Dwarkesh Podcast – "In 36 months, the cheapest place to put AI will be space"
Read summary → - Tesla17 min read
Elon Musk — Tesla as the Optimus/AI Hardware Platform: Investment Thesis
Source: Dwarkesh Podcast – "In 36 months, the cheapest place to put AI will be space"
Read summary → - Amazon22 min read
Amazon Q1 2026 Earnings: AI, AWS, Guidance, And Monitoring Notes
- Amazon Q1 2026 earnings release, released April 29, 2026.
Read summary →