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Fernando Pertini

Fernando Pertini

@DecodeMarkets

Global macro investor. 30+ years across cycles. PM at DecodeMarkets AMC.

MacroPortfolio mgmt16,100 followers on X

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Fernando Pertini
Fernando Pertini@DecodeMarkets·4d

Sam Altman's Other Bet: Identity for a World Full of AI

In a world saturated with AI agents, Altman's Worldcoin identity project becomes essential infrastructure — you need a provably-human layer. Fernando frames identity-for-AI as a category hiding in plain sight: when 'more things look like people than people do', the iris-scan primitive becomes the on-ramp for every other consumer product that needs to distinguish humans from bots.