Capability
Who is building the most capable technology, and how long the lead can last.
- Based in
- New York, NY
- Founded
- 2024
- Focus
- Public equities · AI
- Approach
- Fundamental
Approach
Start with the technology.
AI is a technological and economic revolution, and the value it creates will not be shared evenly. Some businesses will capture it and others will lose it. Telling them apart is where our research begins.
In practice, that means reading model releases, research papers and chip roadmaps, and developing our own experience with the tools and systems, then asking what each means for a company’s customers, costs and competitors.
Value capture
Who keeps the value the technology creates: the builder, its suppliers or its customers.
Price
Whether the shares reward an owner at today’s price, even if not every part of the thesis works.
Understand the technology and the business. Then pay a price that leaves room for error.
Founder
Isaac Ahdout
Founder and Portfolio Manager
Isaac Payam Ahdout founded Opus Ridge Asset Management in 2024 and manages its portfolio.
Before Opus Ridge, Isaac spent seventeen years in engineering and engineering leadership at Microsoft, Google, Tapad and Meta, working on systems software and security, digital advertising systems, and large-scale consumer systems. He was Senior Vice President of Engineering at Tapad through its 2016 acquisition by Telenor.
He has invested his own capital in public equities for more than twenty years, in the value tradition. He is a named inventor on seven issued U.S. patents.
Contact
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