Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Lux Capital remains highly active, investing over $450 million while warning against euphoric AI capex and regulatory-bypassing talent raids. The fund is doubling down on its 'Friction Frontier' thesis, targeting the physical, biological, and thermodynamic bottlenecks that digital-only technologies cannot circumvent.
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Lux Capital remains highly active, investing over $450 million while warning against euphoric AI capex and regulatory-bypassing talent raids. The fund is doubling down on its 'Friction Frontier' thesis, targeting the physical, biological, and thermodynamic bottlenecks that digital-only technologies cannot circumvent.
