1Q2025 Investing Briefing

And writing for the AIs

This isn’t advice on how to invest your money or someone else’s money. I’m sharing my experience so that it serves as an example to develop your own framework.

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Nowadays, there’s a strong argument to “write for the AIs” - i.e. write on the open internet for OpenAI, Google and Anthropic to absorb your content into their training data. This ensures those models know your business and, perhaps, know you. I don’t know who started this trend, but Tyler Cowen is probably one of the first.

On the margin, this probably means everyone should be paywalling less - or at least - making public more of their posts. How else will the AI get to know you if you’re paywalling?!

Now, my blog is nearly all public - except for some of these investing posts. You see, here’s the thing with investing posts:

1. Giving out “investing advice” openly is generally a dodgy signal.

2. Any investing plan is going to go wrong in places (if not entirely). Some people will follow - despite any disclaimers - what later proves to be poor advice.

And so, if I’m to monetise any part of this blog - and I always like trying out new business ideas - this is the part to monetise, while also getting some privacy and partly mitigating these issues above. Maybe what I’ll consider doing is unlocking older posts - that could be interesting, perhaps with some postmortems added.

With that side-bar over, here’s what I cover about investing in Q1:

• With my “personal/conservative” funds, I continued to stick with the guiding framework of 1/3 stocks - 1/3 real estate - 1/3 reserves (currencies, bonds, commodities). I did make some trades on TIPS (inflation protected securities), have some comments on long versus short term bonds, and I’ll share some updates on Bitcoin and Ether.

• For my “growth / ambitious” funds I’ve held steady - as I have for a few years now - with my four key stocks that have done well. At the same time, I’m starting to take a look at adding some new positions - continuing in the vein of profitable founder-CEO led stocks - and I cover a little on how I think about what price to invest at.