☕ AI thesis inputs

Good morning as I wing my way to Vegas for a corporate keynote. 👋

I'm continually stunned by the number of people - traditional Wall Street analysts and the retail investors who follow 'em blindly in particular - who still don't grasp AI and who continue to poo-hoo it.

AI isn't a technology, it's THE technology of all time.

Examples abound including Oracle which just reported $80B RPO and positively scorched Street thinking.

Invest accordingly!

Best from 11C,

Keith :-)