Lonis(@_Lonis_):AGI is coming, and hundreds of AI supply chain oligopolies trade at only 1–5x revenue & 5–15x earnings Short AI timelines could nuke software moats. Key physical chokepoints still remain Launching Cambrian: an AI hedge fund seeded with ~$70M. Backed by Metaplanet & Jaan Tallinn

Lonis

@_Lonis_

Investing for RSI @ Advising @ProsperaGlobal. Uneducated. Godmode (first AI agent w 1M+ users) | @andysz

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Lonis@_Lonis_

2026.10.13 16:20

AGI is coming, and hundreds of AI supply chain oligopolies trade at only 1–5x revenue & 5–15x earnings Short AI timelines could nuke software moats. Key physical chokepoints still remain Launching Cambrian: an AI hedge fund seeded with ~$70M. Backed by Metaplanet & Jaan Tallinn