Exploring the future of capital

Investing in the Post-Labor Economy

AI, robotics, and automation are rewriting the rules of value creation. Understand what it means for capital, markets, and the future of wealth.

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Investment Themes

Key areas shaping the transition to a post-labor economy.

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Automation & Robotics

Physical and cognitive automation are replacing routine labor at scale, creating new asset classes and disrupting legacy industries.

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Artificial Intelligence

From foundation models to autonomous agents — AI is compressing decades of productivity gains into years.

Energy & Infrastructure

The post-labor economy runs on abundant energy. New infrastructure demands create asymmetric investment opportunities.

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Policy & Governance

UBI, taxation of automation, and regulatory shifts will reshape markets. Positioning ahead of policy is positioning ahead of returns.

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Capital vs. Labor

As labor's share of income declines, capital ownership becomes the defining economic divide. Understanding this shift is essential.

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Global Divergence

Not all economies will transition at the same pace. Identifying which markets lead — and which lag — unlocks alpha.

The greatest wealth transfer in history won't come from a market crash or a policy change — it will come from the quiet replacement of human labor by machines.

The thesis behind Post Labor Investing

Stay ahead of the curve

Get analysis on investing in a world where work is being redefined.