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sara araghi

T2 · manager / operator

Senior VP and portfolio manager leading Franklin Templeton's venture fund; investor in Anthropic and other AI infrastructure companies.

5 calls·5 names·60% bull·last heard 20 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$ANTHROPICAnthropicposition

Anthropic secures AMD compute and equity for 2GW deployment

Anthropic gains diversified compute supply through AMD's 2GW rack-scale commitment while AMD gets a flagship customer; Franklin Venture sees this as early innings for compute demand.

Bloomberg Tech2026-07→
2ndmedium conviction
$SPCXSpaceXposition

SpaceX cap table liquidity needed before Tesla integration

SpaceX remains a private asset with unresolved cap table liquidity needs; Starlink serves rural markets well but faces structural barriers in dense urban areas against fiber/wireless bundles.

Bloomberg Tech2026-07→
3rdmedium conviction
$FRANKLIN-VENTUREFranklin Venture Partnersposition

Franklin Venture portfolio companies securing compute access amid bottlenecks

Franklin's venture portfolio (including Anthropic) has compute access but supply chain bottlenecks and rising costs persist; long-term supply should correct as demand scales.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

recurring themes

5 total
$ANTHROPIC
Anthropic
MEDsara araghi·Bloomberg Tech·20 days ago· position
Anthropic secures AMD compute and equity for 2GW deployment
Anthropic gains diversified compute supply through AMD's 2GW rack-scale commitment while AMD gets a flagship customer; Franklin Venture sees this as early innings for compute demand.
"ANTHROPIC AND OPENAI HAVE ALL THIS ACCESS TO COMPUTE. THEY'RE GETTING THIS AND THEY'RE STILL A NEED FOR SO MUCH MORE OF IT. THERE IS SO MUCH DEMAND. WE ARE JUST SCRATCHING THE SUR…"
13:40
$AMD
···
Advanced Micro Devices
MEDsara araghi·Bloomberg Tech·20 days ago
AMD invests $5B in Anthropic to lock in compute ecosystem
AMD's equity investment in Anthropic secures a major customer for its next-gen AI chips and rack-scale systems, part of a broader ecosystem strategy where chipmakers invest to lock in compute demand.
"AMD IS MAKING A MAJOR AI BET, SAYING HE WILL INVEST UP TO $5 BILLION IN AI START-UP ANTHROPIC, WHICH PLANS TO DEPLOY UP TO TWO GIGAWATTS OF AMD'S NEXT GENERATION AI CHIPS IN THE F…"
10:50
$TSLA
···
Tesla
MEDsara araghi·Bloomberg Tech·20 days ago
Tesla-SpaceX linkup faces cap table and regulatory hurdles
Tesla's AI capex narrative is muddied by SpaceX entanglement; SpaceX cap table needs liquidity events before any structural linkup, while Tesla must prove robotics/AV capex returns.
"I THINK IT WILL TAKE SOME TIME. WE ARE WORKING THROUGH THE CAP TABLE RIGHT NOW. THE SPACEX CAP TABLE IS STILL -- WE STILL NEED LIQUIDITY EVENTS. THAT WILL TAKE TIME. THE REGULATOR…"
18:10
$SPCX
···
SpaceX
MEDsara araghi·Bloomberg Tech·20 days ago· position
SpaceX cap table liquidity needed before Tesla integration
SpaceX remains a private asset with unresolved cap table liquidity needs; Starlink serves rural markets well but faces structural barriers in dense urban areas against fiber/wireless bundles.
"THE SPACEX CAP TABLE IS STILL -- WE STILL NEED LIQUIDITY EVENTS. THAT WILL TAKE TIME. REGARDING TESLA SPENDING ON CAPEX, I THINK WE ARE GOING TO NEED PROOF POINTS ON ROBOTICS TODA…"
18:10
$FRANKLIN-VENTURE
Franklin Venture Partners
MEDsara araghi·Bloomberg Tech·20 days ago· position
Franklin Venture portfolio companies securing compute access amid bottlenecks
Franklin's venture portfolio (including Anthropic) has compute access but supply chain bottlenecks and rising costs persist; long-term supply should correct as demand scales.
"YOU ARE SEEING THE VARIETY OF MAG SEVEN COMPANIES GETTING THAT ACCESS TO COMPUTE, BUT YOU ARE ALSO SEEING PROVIDERS OF THAT MONETIZE IT. YOU SAW ANNOUNCEMENTS FROM META, SPACEX PR…"
14:00