The biggest mistake most investors make on the S-curve is they get the direction right but they get the magnitude wrong — they underestimate the ultimate size of the market and the speed at which it grows, and so they sell too early.
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Most people overestimate what they can do in one year and underestimate what they can do in ten years. But the deeper error is that they plan in one-year chunks at all — the unit of compounding is decades, not quarters.
Jeff Bezos — Amazon Shareholder Letter
You've probably been told that better choices come from more data or sharper reasoning, but neuroscience shows us that our choices are fundamentally emotional. Our feelings are the underlying 'context-setters' on which our rational brain acts. When we avoid certain emotional states, our solution set becomes constrained in ways we may not even be aware of.
Joe Hudson
From the perspective of 2026, Generative AI is a springboard to an acceleration of capital moving faster into deep and emerging technologies.
Michael Spencer