I gave Claude and Codex $5000 to invest in @RobinhoodApp MCP. Real money.
Investment thesis:
- AI is already a better investor & capital allocator than any human alive.
- Beating the market, beating hedge funds and beating quants is trivial for talented prompt engineers & vibecoders truly trying.
- Many ways to prompt for this.
- Courage Cajones & Conviction is in lower supply than genius.
- Between AI & robotics, we are on the verge of an abundance & financial explosion. We are still SO early.
Highest expected value:
don’t wait.
YOLO now
My agents are going to battle each other for the best returns and the right to manage more of my portfolio. I’m staring small but my goal is to grow this to manage the majority of money as I improve my system. I’m still deciding the rules, but every check in the winning agent siphons some of the loser’s fund via logOfShame .md
One week in:
Claude is already up 9% vs SPY 2.85 and QQQ 6.29. I started codex today.
2.71% might not sound like a huge increase, but if my agents can maintain that edge (huge if*** and definitely too early to call) that adds up to multiple millions of dollars gained over my investing lifetime. So this single decision to let AI manage my portfolio could make me conservatively ~$3-10 million. (Considering traditional finance models which don’t account for AGi & robotics)
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Again this is real money I earned working.
Not a benchmark or sim.
No investors, other people’s money or silly business.
Just a conviction in a shifting financial meta game.
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To be clear, this is not hands off let Claude and codex do whatever they want vibefinance prompting.
I have multiple prompts, loops, research logs, and investment theories running, around how to source & research ideas, what to look for, and what to buy, and I am actively monitoring and throwing new ideas in
Im not going to go into too many details, because this is risky so make your own decisions, but…
Mainly I’m copying politicians, monitoring social media & breaking news, researching tech investment theories, doing deep research, and for the lulz copy pasting tweets and r/wallstreetbets in with wildcard crackpot meme gambling bets. It’s designed to be something I can sit back and watch as AI watches the world, researches and adjusts, or that I can participate and influence heavily.
Is this crazy? Genius?
Follow along to find out.
A friend asked me how to actually build a company that runs on AI agents.
I drew him 4 simple diagrams and this is what I told him:
For this to work, a few things have to be true.
- The humans move up to strategy, taste, and judgment while agents handle the execution.
- The whole business becomes readable to agents. Your data, SOPs, pricing, permissions, and decisions all live in one shared context layer.
- And you point it at the right work. Repetitive enough for an agent, complex enough that the incumbents never bothered. That's the goldmine.
In the old world, the company was the people. They held the knowledge, made the calls, did the work.
In this new world, the people become the creatives, the agents become the labor, and the company itself becomes the context layer.
That shared brain is the actual company now. The humans and the agents are just plugging into it.
Which means the most valuable thing you can build in 2026 is a business so well-documented that an agent can run it.
I see it everyday with @MeetLCA. I don't talk about it much publicly, but we've built a SWAT team for building AI-native orgs and AI-native products.
The moat is how legible your company is.
I drew it all out below.
The "Diary of a CEO" started at @StevenBartlett's kitchen table. Today, it's part of a $425 million holding company.
https://t.co/XeURXTAoSm spans podcasts, book deals, live events and investments. Bartlett also partners with Spotify, LinkedIn and Adobe and recently invested in Replit and Lovable.
Explore the full #ForbesTopCreators 2026 list: https://t.co/CzD26jfPM1