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Team Portfolio Raise Champions Essays

F4/MoE Capital/Activity

MoE Capital Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

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3 essaysShow all

Essay

Published a research essay on reinforcement learning as the emerging scaling paradigm post-pretraining plateau, covering reasoning models and data-efficient learning.

The Reinforcement Learning Renaissance (Part 1)

MoE Capital | Activity | F4

moe-capital.com

Added recently

Essay

Published a builder's guide on the plasticity-stability tradeoff in machine learning and continual learning systems.

Continual Learning: The Promised Land

moe-capital.com

Added recently

Essay

Published a research essay on world models and the thesis that machines that dream will outperform machines that just react.

The Model That Dreams the World

moe-capital.com

Added recently

New Fund

Launched MoE Capital, an early-stage venture fund investing in agentic infrastructure and AI for Science, powered by a structured collective of frontier researchers and AI product leaders.

MoE Capital Fund I

moe-capital.comJUN 2026

JUN 2026

Essay

Naomi Xia authored the inaugural MoE Dispatch newsletter documenting signals from inside the AI builder community on research debates, infrastructure problems, and emerging company ideas.

MoE Dispatch #1: Signals from the Agentic Frontier

moe-newsletter-dispatch.beehiiv.comMAY 2026

MAY 2026