Agree on many points. Inference (Intel’s come back), scaling AI agents with security and governance has not been answered yet
Politics and geopolitics
I look at investing from macro trends and then company. Macro trend is a mix of tech and geopolitics/society changes. Then the company within the theme that can execute and deliver.
Agree on many points. Inference (Intel’s come back), scaling AI agents with security and governance has not been answered yet
Politics and geopolitics
I look at investing from macro trends and then company. Macro trend is a mix of tech and geopolitics/society changes. Then the company within the theme that can execute and deliver.
Would love to connect and chat one day!