Outlier Fund · II/AI, Atoms & Association/Thesis v1.1 · June 2026
AI, Atoms & Association
Our investment thesis for the next decade.
› Investing with conviction, exiting at consensus._
The global order is fragmenting, the premium on sovereignty is rising; financial, cognitive, energy, biological, manufacturing, associative and orbital sovereignty combine into a $275T market by 2036.
We invest in these frontiers as they open through our 'Triple A thesis' of AI, Atoms & Association.
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