Elon Musk: A Different Conversation w/ Nikhil Kamath· Nov 30, 2025
AI-driven deflation is coming, favoring technology and innovation while disrupting traditional labor and inflationary asset classes.
Position Reasoning
Exposure to robotics and automation companies poised to benefit from increased adoption.
Why "AI Coming for Your Job" is Not a Bad Thing· Aug 5, 2025
The article presents a long-term bullish case for AI-enabled automation but offers no near-term catalysts or novel information; the investment thesis is the well-known AI infrastructure buildout continuing, with energy becoming the key constraint
Position Reasoning
Global robotics & AI ETF captures the automation theme across multiple industries without single-stock risk