Oct 15, 2026 · 31 min
Listen from 14:22
Listen at 14:22
AI reshapes how investors research conviction and risk
How to Find the Next 10x Stock Before Everyone Else | Eric Jackson
The episode connects AI-assisted research, physical computing infrastructure, and investor psychology to the challenge of finding opportunities before consensus forms.
- 1AI becomes more useful when investors apply it to complex, specific research questions rather than generic prompts.
- 2Seeing Hut 8’s Riverbend campus gave Jackson a more concrete view of how AI-compute companies differ.
- 3Concentrated portfolios demand disciplined selling rules because optimism can preserve conviction after an investment thesis weakens.
Don't miss
Jackson explains how touring Hut 8’s Riverbend data-center campus changed his understanding of AI-compute companies.
The brief
Eric Jackson and Anthony Pompliano examine how retail investors are changing public-company communication, while prediction markets struggle to anticipate Bitcoin’s August move.
Jackson’s research process treats AI as a tool for difficult analytical questions, not a shortcut: generic prompts produce generic answers, while precise prompts can surface overlooked opportunities.
A visit to Hut 8’s Riverbend data-center campus changed Jackson’s understanding of AI infrastructure by showing how physical assets distinguish operators that can look similar from a distance.
Jackson describes a concentrated, risk-tolerant portfolio and the psychological difficulty of selling, especially for an optimist who may hold after the original thesis has weakened.
The conversation closes on AI as a counterweight to conviction, including Jackson’s effort to use models to identify mispriced prediction-market opportunities before they become obvious.
What was said on this episode
12 statements · 9 positive · 2 negative · 1 neutral
Prediction markets do not always accurately forecast Bitcoin’s monthly price outcome.
“the wisdom of crowds is not always correct”
Listen at 1:18
AI alone does not automatically organize effective retail investor campaigns.
“It doesn't just like happen amorphously, like from the mob, like getting together.”
Listen at 4:25
AI has made it easier for retail investors to influence companies.
“there's never been a better time in human history for retail to have an impact because AI makes it so easy”
Listen at 4:31
Hut 8 may be better than most at coordinating AI data-center development.
“the opportunity exists for companies like Ahut, and I think they do it better than most, to show to the world”
Listen at 12:08
Hut 8 is among the market’s most misunderstood stocks.
“this is one of the most misunderstood stocks out there”
Listen at 14:10
Opendoor will later be recognized as unfairly punished by the market.
“Open Door is going to be proven to be one of those cases of that when we look back in a year or two or three that, you know, yeah, it was unfairly punished during this”
Listen at 18:49
Patient Opendoor investors will likely earn favorable returns.
“for the patient ones, I think they'll be paid off.”
Listen at 19:04
Jackson recommends concentrated exposure to smaller growth companies such as Hut 8 and Opendoor.
“I'm more comfortable, you know, having a good chunk of that concentrated portfolio in, you know, more, you know. Smaller names, smaller growthy names like Hutt or Opendoor.”
Listen at 23:26
Jackson currently favors Nextdoor as an investment.
“I also like Nextdoor is one I like a lot right now.”
Listen at 23:41
Jackson favors unconventional small-company investments such as Dave.
“So I like those kind of more unconventional names.”
Listen at 23:54
Jackson strongly favors cryptocurrency exposure.
“But I do love crypto as well. I'm big on crypto”
Listen at 23:58
An investment thesis can take about two years before markets recognize it.
“we might be like two years away from it really starting to play out in a way that the market's going to notice.”
Listen at 24:29
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Books & mentions
EventHorizonIQ.com
It connects directly to Jackson’s use of AI models to identify potential mispricing in prediction markets.