Thank you Peter! We’re still early. I really like this quote from Elad Gil:
“I think fundamentally there are moments in time where it's very smart to be contrarian and there are moments in time where being consensus is the smartest possible thing you can do. And I think right now we're in a moment in time where being consensus is very right.
You can really overthink it -> what's a contrarian thing, we should go do a bunch of hardware stuff because blah blah blah.
Maybe just buy more AI, you know what I mean? I think people make these things way too complicated."
Very bold and insightful post. My take - electricity is the bottleneck. At Davos, Elon framed electrical power as the limiting factor for AI deployment, even suggesting we may soon be able to build more chips than we can power on. 
For investors, this shifts diligence from “AI demand is huge” to “who has credible access to power, interconnect, and delivery timelines, and can monetize that power with AI
Thank you for your comment and the additional commentary on Dell, I agree with your points. Michael Dell has one of the most impressive histories of capital allocation I've read, building an $82B company from scratch (and taking the company private when the market was penalizing Dell for reinvesting profits, then public again). His book 'Play Nice, but Win', is an entertaining read for anyone curious to learn more about the company's history.
Nice call on your stock pics. Well done 👏🏼 Some of these calls have gone parabolic.
Thank you Peter! We’re still early. I really like this quote from Elad Gil:
“I think fundamentally there are moments in time where it's very smart to be contrarian and there are moments in time where being consensus is the smartest possible thing you can do. And I think right now we're in a moment in time where being consensus is very right.
You can really overthink it -> what's a contrarian thing, we should go do a bunch of hardware stuff because blah blah blah.
Maybe just buy more AI, you know what I mean? I think people make these things way too complicated."
Very bold and insightful post. My take - electricity is the bottleneck. At Davos, Elon framed electrical power as the limiting factor for AI deployment, even suggesting we may soon be able to build more chips than we can power on. 
For investors, this shifts diligence from “AI demand is huge” to “who has credible access to power, interconnect, and delivery timelines, and can monetize that power with AI
Thank you for your comment and the additional commentary on Dell, I agree with your points. Michael Dell has one of the most impressive histories of capital allocation I've read, building an $82B company from scratch (and taking the company private when the market was penalizing Dell for reinvesting profits, then public again). His book 'Play Nice, but Win', is an entertaining read for anyone curious to learn more about the company's history.