My investment thesis explained:
TOOLS of discovery
TOOLS of information
Using this thesis to make outsized, concentrated bets on the future of technology and our world. As you all know, $PL leads the way for me.
But I also do a fair bit of angel investing, and that's where this thesis really is taking shape in the form of MSBAI (digital engineering simulations) and Cityzenith (digital twin data gathering and optimizing).