Archive | Plutus21

Research

Memo

Jul 14, 2026

Dispersions Don’t Last

Research Memo

Hamiz Awan

Investors Overestimate Their Ability To Time Cyclical Trades

Memo

Jul 6, 2026

Investors Overestimate Their Ability To Time Cyclical Trades

Research Memo

Hamiz Awan

Memo

Jul 1, 2026

SpaceXAI IPO Supply Overhang

Research Memo

Hamiz Awan

Memo

May 14, 2026

AI Amplifies Good and Bad Engineering

Strategy Memo

Arsala Khan, +2

OpenClaw, NemoClaw, and the Path to Institutional AI

Memo

May 14, 2026

OpenClaw, NemoClaw, and the Path to Institutional AI

Strategy Memo

Arsala Khan, +2

Memo

May 14, 2026

The Software Obituary Is Wrong

Research Memo

Arsala Khan, +2

Artificial Intelligence

Nov 9, 2025

The Gloves Have Come Off

The legendary F1 driver Ayrton Senna once said “You cannot overtake fifteen cars when it’s sunny weather, but you can when it is raining.”

Hamiz Awan

Blockchain’s Role in the AI Era: Programmable Trust for Agentic Systems

Artificial Intelligence

Sep 30, 2025

Blockchain’s Role in the AI Era: Programmable Trust for Agentic Systems

Introduction

Bradley Herman

Private Equity

May 19, 2025

History of Private Equity Value Creation: From Financial Engineering to AI‐Powered Operations

Executive Summary

Bradley Herman

Research

Dispersions Don’t Last

Investors Overestimate Their Ability To Time Cyclical Trades

SpaceXAI IPO Supply Overhang

AI Amplifies Good and Bad Engineering

OpenClaw, NemoClaw, and the Path to Institutional AI

The Software Obituary Is Wrong

The Gloves Have Come Off

Blockchain’s Role in the AI Era: Programmable Trust for Agentic Systems

History of Private Equity Value Creation: From Financial Engineering to AI‐Powered Operations

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