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Investment Thesis

Memo

+3

SpaceXAI IPO Supply Overhang

Jul 1, 2026

•

3 min read

SpaceXAI IPO Supply Overhang

Research Memo

Hamiz Awan
Hamiz Awan

Memo

+2

The Software Obituary Is Wrong

May 14, 2026

•

6 min read

The Software Obituary Is Wrong

Research Memo

Arsala Khan
Bradley Herman
Hamiz Awan
Arsala Khan, +2

Artificial Intelligence

+1

The Gloves Have Come Off

Nov 9, 2025

•

5 min read

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
Hamiz Awan

Artificial Intelligence

+1

FuturProof #240: Differing Economic Realities of AI

Jan 19, 2025

•

4 min read

FuturProof #240: Differing Economic Realities of AI

Most AI organizations cannot be foundations focused on improving the world.

Hamiz Awan
Hamiz Awan

Artificial Intelligence

+1

FuturProof #239: Distribution Is King

Oct 20, 2024

•

5 min read

FuturProof #239: Distribution Is King

In our first post, Data As The Moat, we discussed how proprietary data gives companies a competitive edge in the age of intelligent technologies.

Hamiz Awan
Hamiz Awan

Artificial Intelligence

+1

FuturProof #238: Data As The Moat

Sep 22, 2024

•

3 min read

FuturProof #238: Data As The Moat

When Richard and I began investing in Web3 technologies, we spent years refining a universal framework for evaluating opportunities.

Hamiz Awan
Hamiz Awan

Investment Thesis

Shareholders, Not AI, Will Displace the Human Workforce

May 17, 2024

•

6 min read

Shareholders, Not AI, Will Displace the Human Workforce

They won't have a choice.

Bradley Herman
Bradley Herman

Investment Thesis

FutureProof #51: The Core Debate

Mar 6, 2022

•

1 min read

FutureProof #51: The Core Debate

The core debate is rarely on the merits of blockchain technology but mostly which stage of the adoption cycle we are in

Hamiz Awan
Hamiz Awan

Investment Thesis

FutureProof #49

Jan 6, 2022

•

1 min read

FutureProof #49

One of the most crowded hedge fund trades during 2020-2021 was Bitcoin

Hamiz Awan
Hamiz Awan
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