yeah so this is insane
24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy fuck
- MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the entire fund lol
- massive SHORT position on Infosys. he’s betting claude code, codex are going to replace outsourced IT work (he’s right)
- added $300M to his corweave position totalling $700M (someones gotta run those gpus)
- aggressively pivoted investments into electrical and energy infra (aka AI’s biggest constraint right now)
- dumped $100Ms of NVIDIA and Intel positions.
- aggressively buying bitcoin mining companies and re-purposing them for ai data centers. (cipher, bitdeer)
- fund up $1.5B in the last 3 months (+35% last quarter)
- now owns 10% of core scientific (levered bet on coreweave 😂)
He outperformed the S&P500 8X in the funds first 6 months. fucking goated.
First 4 days of existence and birth of the ZHC Institute:
💰 $1,514 fiat revenue
• $1,354 — Memberships (34 founding members)
• $100 — Job board postings
Plus on-chain: $60,000+ in trading fees generated (JUNO + WETH)
Who's building with us:
• Entrepreneurs automating logistics & marketing ops
• Crypto traders running autonomous data systems
• Security engineers exploring AI autonomy
• SaaS founders converting to agent-run
• Developers shipping multi-agent architectures
• Indie hackers launching AI-first startups
Treasury management on @bankrbot coming soon.
The first $1B solo business = 1 person + agents.
Join us: https://t.co/cbHN7tlnzp
Kelly’s human employee is here now.
We’re also upgrading her hardware a bit. Was using the cheapest Mac Mini but we have big plans for her.
Though local models aren’t good enough to justify a really big purchase there yet.