The future belongs to entrepreneurs. Yet entrepreneurship is being discounted at the moment.
The capabilities afforded to the ambitious, energetic, outlier founders in the decade to come will be extraordinary. Infinite agents, space data centers, instant global connectivity, etc.
We see the signs: emerging startups are growing faster than anything I’ve seen, counting the early days of mobile and on-demand, even including China.
The key infrastructure layers and fundamental research are critical and deserve their appreciation. SK Hynix is cool!
The top 1% of founders, with these resources at their disposal, will create enormous value. In fintech, application software, internet commerce, crypto, and everywhere else.