You need to understand that the AI play for now is very squeezed and unless there is a massive breakthrough soon that requires massive capex, it’s in late innings of the first round just like the internet in 1999 or the telecom bust in 2000-2021 but of course it’s not over and it will reaccelerate in the future but for now investing in early stage AI is you being dumped on by illiquid VCs underwater. Robotics is very interesting but it’s 1-2 years out for mainstream adoption and the space wars are here but it takes times and the use cases right now are mostly military. Starlink is the only product at scale that found product market fit for now. Surveillance and imaging is very crowded and there is limited TAM for it. Going to the moon and mars sounds cool but realistically speaking there is no ROI at scale on that at all. We currently have no need for either and is more a Cold War style race with China to plant presence in both with tax payer capital. I fully support it as some of...
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