AI-Engineered Compounding

Runtime Fund Launch: Our Core Investment Thesis

Dear Investors and Partners, Before discussing markets, performance, or short-term outcomes, I want to begin with the foundation: why this strategy exists at all. This first letter outlines our core investment thesis. It is intended to be durable — a reference point that future letters will build upon rather than restate.

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This is Runtime Newsletter, a brand new site by Deniz Erkan that's just getting started. Things will be up and running here shortly, but you can subscribe in the meantime if you'd like to stay up to date and receive emails when new content is published!