Lonis Hamaili: Launching an AI Supply Chain Hedge Fund

I'm excited to have Lonis Hamaili on the podcast this week to discuss the launch of his new fund, Cambrian Capital.

Cambrian's bet is that we're closer to AGI than people think, and the AI bull market isn't ending, but just getting started.

We spend nearly an hour discussing Lonis's investment philosophy, his journey to starting the fund, what types of companies he wants to invest in, and where he's finding the most value.

Please remember nothing is investment advice. Do your own work and always consult an investment professional. This is educational and entertainment purposes only.