Public-Facing Elites: using Myth-Making Avatars in Investing
The public-facing Elites are the interfaces between the Controllers and the masses.
Public-Facing Elites: using Myth-Making Avatars in Investing
Core Thesis
The public-facing Elites are the interfaces between the Controllers and the masses.
They are carefully selected not because they are the deepest technical minds (those remain inside state/para-state labs and defense contractors) but because they can serve as myth-making avatars - “trustworthy human front ends” for systemic agendas.
Selection Criteria for Public-Facing Elites
They can be molded into archetypes: genius entrepreneur, soldier of the people, disruptive rebel, techno-savior.
However iconoclastic their presentation, their businesses are deeply state-embedded:
SpaceX - national security launch monopoly.
Tesla - green-transition industrial policy vehicle.
Neuralink - brain–machine interface R&D under DARPA watch.
Failure is not permitted because the system itself has invested narrative + infrastructure.
They must elicit devotion or rage, but never indifference. Indifference = narrative failure.
The Controllers want figures who polarize, because polarization focuses attention (scarce resource in the info-sphere).Their real function is frame control, not execution. They don’t need to code; they need to:
Re-frame problems into heroic challenges.
Absorb public doubt and redirect it into loyalty or awe.
Legitimize state-industrial agendas as personal quests.
They must survive scandals, attacks, and meltdowns while retaining narrative viability.
If they are anti-fragile to smear campaigns, they are more valuable long-term assets.
Investment Implications
If a figure is clearly being cultivated into a myth vehicle, then:
You can buy their companies on dips (floor protection = state subsidy/narrative insurance).
Their firms will disproportionately win subsidies, contracts, and regulatory protection.
Example: Musk’s firms are basically industrial policy in disguise. Every crisis has seen new tailwinds (EV credits, space contracts, grid storage).
If Public trust in the avatar lags elite alignment, then that’s an early buy point. Once retail embraces the figure (hype peak), sell into the mania or re-hedge.
Short/Avoid the Forgotten Archetypes
When a public-facing elite loses narrative centrality (becomes uncool, irrelevant, or replaced), their floor disappears.
Example: think of WeWork’s Adam Neumann post-soft-landing. Narrative protection evaporates, so do valuations.
Non-Investment Implications
The Controllers’ Need for Myth
The masses cannot process impersonal systems (algorithms, central banks, defense committees). They process faces. So avatars act as psychological UX for power.Obedience Disguised as Inspiration
By rooting systemic imperatives in charismatic individuals, the Controllers make obedience feel like aspiration:Buy an EV → “saving the planet with Elon”.
Use mRNA → “science is saving us”.
Support sanctions → “democracy defended by heroes”.
Weaponized Archetypes
They can be used to unify or polarize populations on demand.
Their scandals are often scripted pressure valves (release tension, redirect attention - Example: Trump vs Musk).
Replacement Protocol
When one avatar burns out, another is already in cultivation. Always look at the “bench” of rising figures being given disproportionate spotlight (e.g. Altman).
Deepest Implication
These avatars are not leaders, they’re instruments of narrative management.
Understanding this inoculates you from the theater. It allows you to follow structure, not story.
Investment TL;DR
If you like picking stocks:
Buy the avatars who have state-narrative alignment; sell when alignment wanes. Their stocks aren’t companies, they’re policy vehicles with optionality.
Non-Investment TL;DR
Don’t waste emotional bandwidth on avatar theater. By the time you’re raging or idolizing, you’re already programmed. Instead, study the system that needs avatars at all.
The Public-Facing Elites of Our Time
1) Elon Musk — The Heroic Technologist (Myth of Infinite Frontier)
Turns state agendas into heroic challenges (”colonize Mars”, “accelerate sustainable energy”).
Makes highly complex state projects legible to the masses (rockets, EVs).
Redefines what is possible, i.e., multi-planetary destiny.
Elon Musk is already fully priced as “the Avatar”.
2) Bill Gates — The Elder Technocrat (Myth of Rational Control)
Narrative Legitimacy: “Science” as unimpeachable.
Vaccines, global health framed as sacred, beyond question.
Soft power projection into health + climate.
Post-founder rebrand → philanthropist as policy arm.
Signals what’s being sacralized (vaccines, climate adaptation, agricultural tech).
Follow his philanthropy -> next subsidy flows.
Obviously, his archetype is aging out; limited upside, no longer “sexy”.
3) Jeff Bezos — The Empire Builder (Myth of Logistics & Totality)
Controls the arteries of commerce. Who gets what, when.
Amazon as national logistics infrastructure.
AWS as geopolitical cloud backbone (CIA, DoD). AWS = state-indispensable.
Market still misprices AWS as “just another cloud”, not critical infrastructure.
Bezos the avatar has receded, but the system-embed is permanent. Antitrust theater may trim narrative halo, but floor remains.
4) Sam Altman — The AI High Priest (Myth of Controlled Singularity)
Who sets the boundaries of what AI can/cannot do.
Who decides what “intelligence” means.
Public face of AI rollout, framed as “safety-first”.
Trusted by state to keep the Overton Window tight.
Early-stage Musk-equivalent arc.
Could be scapegoated if AI “goes wrong”, but for now narrative = protective.
5) Vitalik Buterin — The Crypto Oracle (Myth of Decentralization)
Crypto as alternative timelines for finance.
Testing whether money can exist outside state framing.
“Safe rebel” - Ethereum absorbs dissident energy without threatening CBDC trajectory.
Serves as pressure valve for youth/digital libertarian archetype.
Ethereum will not be “outlawed” outright; it’s too useful as a sandbox for programmable money.
ETH = controlled opposition: sanctioned experimentation.
Risk: No state floor. High volatility, but tethered to CBDC roadmap.
Who is the “Next Musk”?
Musk = Myth of Infinite Frontier. Already priced in; alpha only in tactical dip buys.
So far, I think its either Sam Altman or Alex Karp.
Altman = Myth of Controlled Singularity. This is where the next Musk-like asymmetry sits:
He’s positioned as the face of AI destiny, just as Musk was face of space/EVs.
Altman is the system’s new narrative keystone. Investing around his ecosystem = front-running the script.
He’s backed by both state and capital.
His “failures” (like Musk’s meltdowns) will be absorbed -> floor guaranteed.
IMO, the best way to play the Altman avatar is to buy Microsoft.
Which is practically how I concluded my state-embedded portfolio thesis (Palantir > Microsoft > PANW).
The Dark Horse — Alex Karp
Musk = Heroic technologist.
Altman = High Priest of AI.
Karp = Dark Oracle, bridging philosophy, surveillance, and statecraft.
Decision Compression: Palantir reduces chaos → clarity for the Controllers.
Makes invisible systems legible (battlefield, economy, pandemic).
Who gets weapons, who gets vaccines, who gets funding.
Defines what counts as knowledge in the cockpit of power.
His State adjacency is closer than Musk, Gates, or Altman.
Anti-fragile positioning: chaos = more demand.
Why Karp matters?
Palantir isn’t directly consumer-facing → no “popularity risk”.
It’s the control cockpit for the state itself.
Karp, eccentric and “philosophical”, is perfect cover → “he’s so weird he must be authentic”.
The Controllers prize him as the one who:
Bridges academic/philosophical legitimacy (Frankfurt School heritage).
Executes real-time control integration (Palantir Gotham, Foundry, AIP).
So why did I say he is the Dark Horse?
Unlike Altman, he isn’t mythologized to the masses yet.
Musk -> Overpriced.
Altman -> Semi-priced in via NVDA/MSFT.
Karp -> Arguably underpriced “meta-embed”. Why? Because Palantir becomes legible only after the Controllers normalize its role (surveillance).
None of this should be considered investment advice.
Other articles I’ve written on investing:
How people and systems handle complexity (investment implications)
What inflation/real-rate band maximizes system stability with minimal consent drawdown
Why Mainstream Media is pushing the debasement trade (Gold, Bitcoin)
What the financial system is designed to do (First Principles)
Constrained Efficient Market Hypothesis (how Prices get made)
Analyzing The Great Taking (systematic, global seizure of assets)
The Purpose of Mainstream Financial Media (read them like a book)
Other articles I’ve written on Bitcoin & Gold:
Why Mainstream Media is pushing the debasement trade (Gold, Bitcoin)
Permissionless technology ≠ permissionless adoption (implications for Bitcoin)
Game Theory: How Governments could delegitimize Bitcoin Maximalism
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