Latest / The Prompted Portfolio – Inside a Human–AI Investment Process
Me and AI - the start of something new
In our debut episode, we take you directly inside our collaborative, human-AI investment process. Moving past traditional, scattered stock-picking, we discuss our critical March pivot toward a disciplined "value-chain" approach—focusing on the physical and digital bottlenecks of the AI build-out, specifically neocloud infrastructure and power.
Using IREN as our initial practical lens [2, 13], we map out the upstream and downstream dependencies of the AI landscape and engage in a direct, dry-witted debate about portfolio hygiene—including how we confronted the sunk-cost fallacy during our…
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