Ben Hunt
Note: Referenced by Gil Friend as founder of Epsilon Theory and Panoptica.ai during the OGM 2025-11-06 call.
Projects
Epsilon Theory
Newsletter and analysis site focused on narratives that drive markets and society
Panoptica.ai
New site with partner Rusty Gwynn that:
- Scans ~8,000 sites globally
- Uses AI to track narrative trends
- Shows rise and fall of conversations about various topics
- Provides "meta-view on the stories that power the world"
Second Foundation Partners
Asset management company he runs
Investment Approach
- "Confessed longtime short"
- Shorted real estate bubble in 2008 (successfully)
- Gil's question: "Can somebody be a short for a long time? Maybe so."
Assessment
Gil: "Much of it very OGM-y" - the analysis resonates with OGM community interests
Related Concepts
- Panoptica and Narrative Tracking
- Second Foundation Partners
- Epsilon Theory
- Gil Friend
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