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▶ 0:50 · AI Economics & Business Models · AI capabilities doubling every two months drives exponential FCF compounding for aligned companies
episode briefing
Antonio Linares

"We've Been in a Bear Market for The Past 3 Years."

2025-11-11 · 8 company · 4 thematic
sentiment
7 bull1 bear0 neu
speakers
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.

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