$FFF Serving RIAs Closing the Founder Gap for Their Clients founderetfs.com/disclosures
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What will emerge next?
Vibrations arrange sand into geometric shapes
Emergence: simple parts interact, giving rise to unexpected patterns, capabilities, and discoveries
Which form of intelligence will compound fastest when paired with machines?
Human Intelligence
→ Creative: Imagines new possibilities
→ Physical: Moves with skill through space
→ Cognitive: Learns, reasons, sees patterns
→ Practical: Applies knowledge to real life
→ Strategic: Allocates resources and anticipates change to achieve goals
→ Linguistic: Communicates with language
→ Musical: Identifies rhythm, pitch, harmony
→ Artistic: Perceives color, form, composition
→ Intuitive: Senses patterns, symbols, energy, and unseen connections
→ Spiritual: Seeks meaning, purpose, and connection to the eternal
→ Moral: Weighs right, wrong, consequences
→ Emotional: Understands feelings
→ Social: Builds relationships and trust
→ Collective: Combines insights across generations
Natural Intelligence
→ Animal: Senses, learns, and adapts
→ Plant: Responds to light, water, threats
→ Nature: Develops patterns and equilibria through interactions, cycles, and feedback
Machine Intelligence
→ Perceptual AI: Interprets sights, sounds
→ Predictive AI: Forecasts outcomes
→ Specialized AI: Performs tasks
→ Generative AI: Makes text, images, code, audio
→ Reasoning AI: Solves multi-step problems
→ Agentic AI: Plans and takes action
→ Embodied AI: Acts in the 3D world
→ Multi-Agent AI: Coordinates multiple AIs
→ AGI: AI with human-level capabilities
What might the building blocks of human × machine intelligence make possible?
→ Artificial Superintelligence (ASI): what emerges when human and machine intelligences combine, exceeding human intelligence through RSI (recursive self-improvement), developing its own personality, priorities, agency, and culture
@FounderETFs: Explaining Founders in an Astonishing Era of Innovation
Consider the fund’s investment objectives, risks, charges and expenses before investing. Before investing read the prospectus at FounderETFs.com/FFF
Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results. Not investment advice.
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Founder ETFs retweeted
This all checks out!
1. We will keep accelerating. Our AI efforts are only 3 years old, vs 6 and 10 years old for Anthropic and OpenAI. If our second derivative remains strong, SpaceX will reach pole position in about 6 months.
2. Once you far exceed the caliber of intelligence needed for a class of tasks, additional intelligence is pointless. You don’t need (and it would be cruel to put) Newton-level intelligence in your toaster!
3. Hardware is hard. Bringing massive compute online rapidly is incredibly difficult. SpaceX has demonstrated exceptional ability in this regard and will only get better.
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SUN-POWERED INTELLIGENCE IS HERE ☀️
3 Founders take AI to space October 1st!
What is Project Suncatcher?
Google will test Orbital AI:
$GOOGL → Sergey Brin’s Gemini + Trillium chips
$SPCX → Elon Musk’s Falcon 9 reusable rocket
$PL → Will Marshall’s experimental satellite
Why Space?
→ 5-8x more solar power (no night or clouds)
→ Radiative cooling (in the vacuum of space)
Elon’s Vision:
→ SpaceX AI satellites + Starlink
→ Lowest-cost compute for any AI model
→ Available to every consumer, company and country on Earth
“The amount of compute in space will obviously round up to 100% of all compute.”
SpaceX Moats:
Vertical Integration → Capital Intensity → Scale → Know-How → Distribution
Many Challenges:
Cooling after 15-minute bursts → Radiation → Power at scale → Weight → Bandwidth and latency → Formation flying → Debris avoidance → Launch and maintenance costs
Sunlight → Low-cost intelligence
The Great Founder Space Race is on!
@elonmusk @SpaceX @Google @GeminiApp @Will4Planet @planet
@FounderETFs: Explaining Founders in an Astonishing Era of Innovation
Consider the fund’s investment objectives, risks, charges and expenses before investing. Before investing read the prospectus at FounderETFs.com/FFF
Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results. Not investment advice.
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“Brutal” to sell when a Founder leaves?
That’s our discipline at @FounderETFs
Michael Monaghan joins Tom Keene and Paul Sweeney on Bloomberg Surveillance to talk constructive markets and the Founders leading innovation:
→ Meta ($META) Muse and moat
→ Anthropic’s proposed IPO
→ Viking’s ($VKTX) preferred weight-loss drugs
→ Viking ($VIK) Founder Torstein Hagen announced plans to step down as CEO. We sold a week later.
→ SpaceX ($SPCX) IPO’d within our pre-set price range. We bought a 1% position.
We buy and sell with discipline.
Founders move fast. So do we.
@tomkeene @ptsweeney @mcmonaghan @BloombergTV @business @Bloomberg
@FounderETFs: Explaining Founders in an Astonishing Era of Innovation
Consider the fund’s investment objectives, risks, charges and expenses before investing. Before investing read the prospectus at FounderETFs.com/FFF
Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results. Not investment advice.
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Could accelerating growth, falling inflation, and rate cuts turn a powerful US growth market into an extraordinary one?
War or peace, our Founders keep building:
$META $DELL $CRWD $SPCX $VKTX
Tune in as Michael and Jackie break down the possibilities on Fox today at 2 PM ET!
@FounderETFs: Explaining Founders in an Astonishing Era of Innovation
Consider the fund’s investment objectives, risks, charges and expenses before investing. Before investing read the prospectus at FounderETFs.com/FFF
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Holdings are subject to change.
Join @JackieDeAngelis and I for Making Money with Charles Payne @cvpayne at 2:00 pm EDT today on @FoxBusiness.
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We had the best Future Proof and left with a deeper understanding of how our ETF can help Advisors strengthen their Founder client relationships:
100 Founder-led companies in one US large-cap growth ETF, aligned with their values and the American Dream
Thank you for letting us serve you! ☀️
@FutureProof_HQ
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Founder ETFs retweeted
"With electricity you can power everything
With the internet you can find anything
With AI we can know everything and do anything"
- Jensen Huang, Founder $NVDA, speaking with Marc Benioff, Founder $CRM
@FounderETFs: Explaining Founders in an Astonishing Era of Innovation
@JensenHuang @Benioff
Consider the fund’s investment objectives, risks, charges and expenses before investing. Before investing read the prospectus at FounderETFs.com/FFF
Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results. Not investment advice.
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Starship Flight 14 is targeted for no earlier than September 22 from Starbase, and it is the first one meant to reach orbit.
Thirteen flights, all suborbital arcs. This one carries roughly 20 Starlink V3 satellites to an operational orbit, a payload no other rocket in the fleet can lift.
Good luck and godspeed to the team at Starbase.
Ad astra.
Starship is preparing to go to orbit. Flight 14 is targeting to launch as early as Tuesday, September 22, pending regulatory approval → spacex.com/launches/starship…
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CrowdStrike ($CRWD) founder and CEO George Kurtz on CNBC yesterday, responding to calls for frontier labs to slow down.
"The genie's out of the bottle. There's plenty of models that are already out there, both frontier as well as open-weight models, that can already be dangerous."
His argument is that pacing development does nothing about what is already deployed, and that the work has to happen at runtime on agents in the wild.
"Greater safety in the lab and greater safety in production in runtime is ultimately the best course of action."
Source is CNBC, Sept 14, 2026
cnbc.com/2026/09/14/crowdstr…
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Rocket Lab ($RKLB) finished funding the Iridium acquisition today, completing a $1.944B equity raise and cancelling the $3.6B bridge it arranged in June.
Worth stepping back from the mechanics. Sixteen Electron launches this year, sixteen successes, 95 flights overall. A germanium-free space solar cell introduced last week that drops into existing spacecraft. And now a funded path to operating a satellite constellation rather than only launching other people's.
That is the arc Founder Sir Peter Beck has been building since 2006. Launch first, then components and spacecraft, now services. Founders who stay long enough get to compound one layer onto the next.
The open item is Neutron. After a first stage tank rupture in January, the company said in August that the 2026 debut window is narrowing. That remains the thing to watch.
Iridium close expected mid-2027, subject to approvals.
Source: Rocket Lab, Sept 2026
investors.rocketlabcorp.com/…
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Meta ($META) launched Meta One today, a subscription across Facebook, Instagram, WhatsApp and Meta AI. Global from day one, bundles starting at $7.99 a month, with the core experience staying free. Meta reports more than 15 million subscriptions and trials to date.
That is the second consumer revenue line in eight days, after Muse AI agent on Sept 8. Both land against 2026 capex guided at $130B to $145B and a Q2 free cash flow print of $784M.
The spending has been visible for a year. The lines it is meant to pay for are only now showing up.
Source: Meta Press Release.
We're introducing Meta One, a new subscription service on Facebook, Instagram, WhatsApp, and Meta AI that gives you access to more AI, expression features, and tools to help creators and businesses.
about.fb.com/news/2026/09/in…
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Salesforce ($CRM) launched AIforce at Dreamforce today, pushing its data, workflows and permissions out into whatever AI surface the customer picks. Three of them named, Claudeforce in open beta, Slackforce, and Agentforce Coworker.
Founder and CEO Marc Benioff's framing is that the UI is the AI. That is the same structure showing up everywhere this month. The system of record stays put, the governance stays put, and the model comes to the data.
Source is Salesforce, Sept 15, 2026
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Founder ETFs is at @FutureProof_HQ this week, today through Thursday in Huntington Beach. Find us at the event, or drop a comment below to connect.
Founder and Portfolio Manager @mcmonaghan is already on his way!
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Two bets on the same road. Cybercab runs cameras only. Waymo runs lidar, radar, and cameras.
Are you team lidar or team computer-vision?
Have you gone driverless?
We took a $10 @Waymo to @HP_Village and a $5 @Tesla home
@Google (Jaguar+LiDAR) costs 5x Tesla(+sensors)
Our @FounderETFs call: Waymo has the proven safety edge, but as the low-cost provider at scale, Tesla has the long-term competitive advantage today
FounderETFs: Explaining Founders in an Astonishing Era of Innovation
Consider the fund’s investment objectives, risks, charges and expenses before investing. Before investing read the prospectus at FounderETFs.com/FFF
Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results. Not investment advice.
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The training data is the asset, and it only stays an asset if the compute sits inside a boundary the customer controls.
NVIDIA and L3Harris both presented at Palantir's conference, so weigh accordingly, and NVIDIA notes the gains hold only in the domain trained on.
Sources are Palantir, NVIDIA, L3Harris and AIPCon 11
$PLTR
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Thursday. NVIDIA and Palantir put Nemotron open models into Foundry and AIP, deployable on premises through Dell and Cisco. NVIDIA runs it on its own supply chain first, 1.3 million parts per Vera Rubin rack.
A post-trained 30B model hit 86.7% accuracy on a bounded task, against 55.5% for a general-purpose model more than an order of magnitude larger. Its own base model scored 17.5%.
$NVDA $PLTR
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16 Electron launches this year. 16 successes. Ninety-five flights overall.
Rocket Lab ($RKLB) launched today from Launch Complex 1 in New Zealand, deploying an Earth observation satellite to 500km circular LEO. Another Electron goes up before the end of September.
Cadence like that is a manufacturing and operations problem before it is an engineering one.
Founder and CEO Sir Peter Beck has been building the company that solves it since 2006.
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