A quiet investor’s $10 billion bet on AI, chips, and defense
Alex Davis plans to put $10 billion into roughly 10 companies. His firm, Disruptive, has maintained a low profile out of Texas while backing Reflection AI, ElevenLabs, Groq, Shield AI, Databricks, and Helsing. Its earlier investments include Palantir, Airbnb, and Spotify. I sit down with Davis in Dallas for his…
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