Brian Wong: I Solved the AI Investment Playbook

Key Takeaways

• Build agentic, promptless workflows: run ‘build agents’ workshops, prototype small agent pilots, prioritize simple task hierarchies, and require user permission before agents act for scalable commerce.
• Treat data as the moat: organize and clean files/directories for model parsing, maintain data ownership for control, sovereignty, and superior product behavior.
• Invest with a barbell: ASCI targets app-layer fintech (stablecoins, neo-banks) and picks‑and‑shovels infrastructure, using secondaries and faster five‑to‑seven year return horizons.
• Focus on measurable outputs: AI valuations must match commercial results; prefer companies with clear revenue-bearing outputs and sustainable, healthy founders.
• Preserve human judgment: deploy human check‑ins, spot-check automated metrics, maintain critical thinking and verification to prevent gaming, addiction, or AI-induced distortions.
• Prioritize wellbeing and learning reform: limit short-form overstimulation, schedule rest, protect play-based learning, and rethink education to match modern, agentic workplaces.

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