HeyJaredFuture Cognitive Capital
Future Cognitive Capital is an institutional-grade research lab focused on AI, data and data compounders. A highly concentrated portfolio, a strict framework, +340 % since January 2024. Only investing in the top 0.01% company in the world.
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 27, 2026
Latest issues
Money Costs 5% And The Nasdaq Hit A Record Anyway, Because A Download Chart Said Agents Might Pay. We Added A Company That Already Proves It. (opens the original)
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Please before diving in, read this disclaimer.If you are new here, welcome. We are Future Cognitive Capital. We track the companies that treat proprietary data as their primary compounding asset, and we believe those companies will dominate the next twenty years.We score them across eight dimensions, we update every Sunday, and we never invent signal where none exists. To understand the full thesis, start here:<a class="image-link image2" href="https://sub
Company #13: The Bank That Cannot Be Scraped (opens the original)
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Please before diving in, read this disclaimer.Welcome to this Company File of Future Cognitive Capital.Future Cognitive Capital tracks a specific class of company: those that treat proprietary behavioral data as their primary raw material, compounding durable intelligence advantages over time. Every piece published here is one node in that thesis. If you’re new, start here:IntroductionEvery month we open one company and take its cognitive machinery ap
Amodei Says We Are Using 5% Of What AI Can Already Do. Read That As An Analyst And He Just Told You The Model Stopped Being The Bottleneck. (opens the original)
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Please before diving in, read this disclaimer.If you are new here, welcome. We are Future Cognitive Capital. We track the companies that treat proprietary data as their primary compounding asset, and we believe those companies will dominate the next twenty years.We score them across eight dimensions, we update every Sunday, and we never invent signal where none exists. To understand the full thesis, start here:<a class="image-link image2" href="https://sub
You Cannot Scrape A Habit, AI depends on it (opens the original)
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Please before diving in, read this disclaimer.If you are new here, welcome. We are Future Cognitive Capital. We track the companies that treat proprietary data as their primary compounding asset, and we believe those companies will dominate the next twenty years. <a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!eCfl!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F286e0006-5b55-43fd-b434-331c83773b58_10
Nvidia Collected More AI Money Than Anyone This Year. On Thursday It Went On Stage As Somebody Else's Customer. (opens the original)
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Please before diving in, read this disclaimer.If you are new here, welcome. We are Future Cognitive Capital. We track the companies that treat proprietary data as their primary compounding asset, and we believe those companies will dominate the next twenty years.<a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!5iVV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fef990a65-6546-4cca-bcee-dbb124e163d3_1148x214
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