Logo
• State of AI Agents →
Investing
Investing

About Plutus21 Capital

Foundational Letter

Contact Us

Consulting
Insights
Insights

Research

Letters from the Partners

Memos

Podcast

Shorts

About Us
About Us

Team

Careers

Legal

Privacy Policy

Content Disclaimers

Public Communications Disclaimers

Terms of Use

Create Account
Login
Join the community of over 50,000 people across our platforms, learning about backing and building the companies of tomorrow.
Logo
Arsala Khan
Arsala Khan

I focus on how markets evolve and the asymmetries that come with it.

The Gold Rush Ends Before the Gold Runs Out

Oct 21, 2026

The Gold Rush Ends Before the Gold Runs Out

Market Commentary - September 2026

Richard Raizes
Hamiz Awan
Arsala Khan
Richard Raizes, +2
The Convergence At The Frontier

Sep 23, 2026

The Convergence At The Frontier

Market Commentary - August 2026

Hamiz Awan
Arsala Khan
Hamiz Awan, +1
How the Fastest-Growing Companies Win Customers

Memo

Sep 15, 2026

How the Fastest-Growing Companies Win Customers

Inside the new discipline connecting customer data, AI, content, and sales.

Arsala Khan
Bradley Herman
Arsala Khan, +1
Data Sovereignty Is Becoming a Competitive Requirement

Memo

Aug 23, 2026

Data Sovereignty Is Becoming a Competitive Requirement

Strategy Memo

Arsala Khan
Bradley Herman
Arsala Khan, +1
Framework for a Single-Minded Market

Letter

Jul 27, 2026

Framework for a Single-Minded Market

Letter from our Partner

Hamiz Awan
Richard Raizes
Arsala Khan
Hamiz Awan, +2
AI Amplifies Good and Bad Engineering

Memo

+1

May 14, 2026

AI Amplifies Good and Bad Engineering

Strategy Memo

Arsala Khan
Bradley Herman
Hamiz Awan
Arsala Khan, +2
OpenClaw, NemoClaw, and the Path to Institutional AI

Memo

+1

May 14, 2026

OpenClaw, NemoClaw, and the Path to Institutional AI

Strategy Memo

Arsala Khan
Bradley Herman
Hamiz Awan
Arsala Khan, +2
The Software Obituary Is Wrong

Memo

+2

May 14, 2026

The Software Obituary Is Wrong

Research Memo

Arsala Khan
Bradley Herman
Hamiz Awan
Arsala Khan, +2
Plutus21

Backing and building the companies of tomorrow.

Businesses

Capital

Consulting

Academy

Explore

Insights

Team

Careers

Connect

Investor Inquiries

Consulting Inquiries

Academy Inquiries

Headquarters

4311 Oak Lawn Ave
Suite 325
Dallas, TX 75219

Copyright © Plutus21 Investment
Management, L.L.C., Plutus21 Capital
Management, L.L.C., and Plutus21
Holdings, Inc.

For questions, issues or complaints, please contact us at [email protected]

Legal  |  Disclaimers