The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Mar 28, 2026
This technology industry letter describes a significant inflection point in AI capabilities during Q1 2026, where agentic AI evolved from basic chatbots to autonomous agents capable of complex technical tasks. The author details how AI agents successfully configured an 8-node NVIDIA GB10 cluster with networking and storage infrastructure, a task that previously required significant human expertise and time. The letter highlights the fragmentation occurring in the technology user base, with some embracing AI tools daily while others remain skeptical. A key philosophical stance emerges around content creation, with the author committing to human-written content despite AI's improving capabilities, viewing this as a differentiator in an increasingly AI-generated content landscape. The letter also covers business updates including the Axautik Group analyst arm and growing Substack revenue. The author emphasizes that while AI will be used for backend automation and technical tasks, reader-facing content will remain human-authored to maintain authenticity and value.
AI technology reached a critical inflection point in Q1 2026 where agentic AI capabilities became sophisticated enough to autonomously handle complex technical infrastructure tasks, fundamentally changing how technology operations and content creation will be approached.
The editor anticipates that over the next six to eighteen months, AI-generated content will become virtually indistinguishable from human-written material, leading to a massive increase in cheap content. Despite this trend, the organization plans to maintain a strictly human-written editorial format for readers while leveraging AI tools entirely behind the scenes to automate complex backend workflows, photo editing, and scriptwriting.
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