My long-term macro thesis is this: 1. AI, robotics, and software share of global GDP will increase over time 2. GDP growth will increase due to increased efficiencies and AI/robotics proliferation 3. Margins will continue to improve in large cap tech companies due to infra scarcity, increased demand from AI usefulness, and increased efficiencies If the thesis is true, AI related investments will likely outperform most things. I could be wrong somehow but it's what I'm going with.
Alexander TrefonasShare
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