Early Palantir Investor: "Biology is the Next AI.”

2026-03-19 · 4 company · 3 thematic

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antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote

“Short answer is a primary enabler of that was having spent years studying AI beforehand before it was hot. And so I understood AI deeply. I set out to try to create things or look for investments and I realized that in order to do somethin…”

—antonio linares

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