Letter No. 01 · A note from the managers
A concentrated bet
on the compute
build-out.
We are Lars Gross and Christian Cidecian, the two partners behind this book. Gross is an AI engineer whose edge is proximity: the engineering substrate he works with daily is the same infrastructure this portfolio bets on. Cidecian covers blockchain infrastructure and commodities. Together we develop proprietary AI models that recognise behavioural patterns, detect anomalies, and generate price forecasts by processing CUDA release notes, chip roadmaps, on-chain flows, and commodity supply data ahead of consensus.
The mandate
- Focus
- AI, robotics, crypto & commodities
- Style
- 4-8 concentrated positions
- Horizon
- 12-36 months
- Edge
- Proprietary AI analysis models
- Track record
- 30%+ avg. p.a.3+ years
- Disclosure
- Full transparency, always
§ II
Where the capital sits
§ III
Top of book
§ IV · The team
Behind the book
Lars Gross
Zurich, SwitzerlandCo-founder · AI Engineer
Gross builds production AI systems professionally and develops the proprietary models the firm uses for pattern recognition, anomaly detection, and price forecasting. Five years of investing at 30%+ annually, with an edge that comes directly from working on the same technology the portfolio bets on.
- +AI infrastructure and semiconductor markets
- +AGI-adjacent technology and inference economics
- +Robotics and embodied AI systems
- +Transformer inference, LLM deployment, and ML evaluation
- +30%+ average annual return over 5 years
Christian Cidecian
Zurich, SwitzerlandCo-founder · Crypto and Commodities Specialist
Cidecian is an informatics specialist covering cryptocurrency markets, blockchain infrastructure, and commodity cycles. He surfaces opportunities through on-chain data and supply-side research that equity-trained analysts miss.
- +Cryptocurrency markets and DeFi protocols
- +Blockchain infrastructure and on-chain analysis
- +Commodity supply chains and real asset cycles
- +Macro and geopolitical commodity dynamics
- +Informatics and systems architecture
§ V: On edge
“The generalist analyst reads the 10-K. We read the CUDA release notes, the kernel commits, the on-chain flows, and the commodity bottlenecks that never make the earnings deck. That is the edge.”Read the full philosophy→
For qualified investors only
Not currently raising outside capital.
Should that change, the first conversations will be with people who have been reading along. If that's you, send a note.