AI

3 interviews, newest first.

Spring 2026 Kevin Salimian Voxel Capital Partners Interview, p. 55 ↗
A concentrated long-only fund launching in 2026 with AI at the center. Kevin covers position sizing, on-the-ground research and what AI means for software companies.
AI Technology Portfolio construction Building a firm
Spring 2026 Tom Saberhagen & Nick Kapur Tenzing MEMO Interview, p. 63 ↗
The founders of Tenzing MEMO, an AI research tool for analysts, on how the product works and what it could change for the sell-side.
AI Career advice
Spring 2025 Beeneet Kothari Tekne Capital Management Interview, p. 4 ↗
Tekne holds about 10 technology names outside the US. Beeneet explains how he picks them, whether he hedges, and why the AI debate is the only one that matters to him right now.
Companies: NVIDIA Technology AI International Portfolio construction