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Illustration for AI-Native Solo Empire Rails

AI-Native Solo Empire Rails

kamil@unable

−1.0%

since Oct 6

Practice

The idea

I believe AI is creating a new class of radically leveraged individuals, people who can build and run what used to take whole companies. So instead of betting on the model makers, I'm backing the rails they'll run on: payment and financial infrastructure, the tools used to build products, the platforms where creators and apps get paid, and commerce infrastructure for selling directly. No single name dominates, and I'm holding some cash in reserve. I'd rethink this if value kept concentrating in a few AI model makers instead of spreading to the individuals using them.

What it owns

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  • Cash12%