Person
Thiel Macro
Also mentioned as Macro.
4 mentions across 1 edition.
Mentioned in
- [U]
…26 Jan 2026 at the Académie des sciences morales et politiques; Rome ran Sunday 15 to Wednesday 18 Mar 2026. - Thiel Macro's 13F (30 June 2026): $418.7M in eight stocks, seven of them energy names, including Argentina's Vista Energy. - A US$12m Buenos Aires house and a…
Changelog (v10 → v11, 20 Oct 2026)October 2026 - [V]
67. Thiel Macro's disclosed book is $418.7M in eight stocks, seven of them energy names tied to the AI buildout plus an Argentine shale producer, filed six weeks…
3. Murky and startling circumstancesOctober 2026 - [V]
…pre-empt state AI laws (EO 14365, §2.4). Palantir sells AI platforms (Maven, $637.6M sole-source order, §D1). Thiel Macro's 13F lists $418.7M in eight stocks at 30 June 2026: Amazon $118.0M, Vista Energy $75.9M, Vistra $59.1M, AEP $42.2M, DTE $40.3M, FirstEnergy $39.9M…
5.4 The theology set against the material interests (Direction 1)October 2026 …subhead only Le Grand Continent (Benanti), opinion link Partly (paywall) Title only SEC 13F-HR, Thiel Macro LLC (filed 14 Aug 2026) link Yes (information table) Eight positions, $418,666,506 at 30 June 2026 Yahoo Finance analysis link Yes…
Appendix E: Verification log (v11, Direction 5)October 2026