Public site · postagi.cc
Post-AGI
by Charlesworth Capital, a family office
Themes, a personal worldview, and a delayed look at how Charlesworth Capital expresses the 2036 base case. Not financial advice.
Featured · personal worldview My current view of the world
How I'm thinking about AI, money, war, where to live and how to protect my family, as of late October 2026
Read the full view →Fund thesis
Ranked bottlenecks, scenarios, and what would change our mind. Public summary only.
Fund · delayed weightsPortfolio
Percentage weights by sleeve and ticker, with a one-line reason each. No dollar amounts.
Fund · activityChangelog
Dated buys, sells and thesis corrections.
Fund · researchBacktests
Headline results vs S&P 500, QQQ, 60/40 and Bitcoin — with a hindsight caveat.
Fund · paperPerformance
Percent returns since inception and monthly, vs SPY / QQQ / 60/40 / Bitcoin. No dollar NAV.
Themes
A research notebook: each theme states a thesis, then tracks it with public data, things to watch, reading and dated notes.
Macro AI and the great divergence
AI lifts capital owners first; governments, workers and social stability absorb the strain.
Geopolitics World War 3 risk
Armed conflict and military spending are at post-Cold-War highs. Does it escalate to great-power war?
US politics War, emergency powers and the Trump presidency
Will conflict and emergency powers be used to entrench power? Tracked with democracy scores, orders and rulings.
Where to live Best countries to live in a post-AGI world
Safest are frontier/sovereign-AI countries, or ones with little AI-relevant to take, if they have the fiscal room to survive the transition.
Family & skills Preparing our families and children for a post-AGI world
Which skills keep their value, how children use AI today, and a practical guide by age band.
Strategy Game theory of competing AGIs
Joseph's thesis: with enough competing AGIs, attacks on rivals' data centres become likely. Tracked with game theory and real indicators.
AI risk Ranking the ways AI could end humanity
Which AI catastrophe scenarios do forecasters and researchers rate most likely, and with what numbers?
Society How humans have failed, and how AI could do better
Warming, hunger, runaway debt and the cost-of-living squeeze: where AI could genuinely help.
Investing Assets to hold on the way to AGI and after
Which asset classes may hold value through the AGI run-up and after? Real returns plus a cited thesis.
Markets AI capex vs. history's great buildouts
AI capex already rivals the telecom peak as a share of GDP, and servers wear out far faster than rails.
AI agents Agent swarms and the "DNA" of a resilient AI agent
What traits make AI agents and swarms resilient, which biological analogies hold, and how fast capability is rising.
Society Cows of the future? Harari, advertising and the attention economy
Harari's warning is right, but it's already here: advertising, profiling and engagement feeds. Changing it would take a change to capitalism.
Work & business Work and businesses that win on the way to AGI
Bet on what people want from other people, in person: bodies, experiences and places. Desk work that is mostly words and data shrinks.
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