- AI will fundamentally change the world
- US is undisputed leader in the world for AI
- Who else can challenge US in this shift? Where else do you want to bet your investment? China? EU? Russia? I will bet on US
- For those who think $5T market cap is impossible, keep in mind the largest market cap for a company in the world in 2000 was $500B, and now we are already looking at 3T.