By summer of 2026, it will be as though the digital world is going through some kind of fast evolution with some parts of it emitting a huge amount of heat and light and moving with counterintuitive speed relative to everything else. Great fortunes will be won and lost here and the powerful engines of our silicon creation will be put to work further accelerating this economy and further changing things.
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The single greatest edge an investor can have is a long-term orientation that other investors are structurally unable to match. Most investors are forced by their mandates, their clients, or their own psychology to think in quarters. If you can genuinely think in decades, you are not playing the same game they are.
Howard Marks — Mastering the Market Cycle
AI's ability to port the essential backend programs that run on archaic technology will mean those missed sales never come back.
Ben Thompson
"You have lobster, and you have, whatever, let's say a good steak, and then you have the noodles, and then you have the rice. And so you come, and Anthropic and OpenAI, they take the lobster and the good steak. And there are only some noodles left, and you're like, 'Oh my God.' That's what happens today, and it's very, very, very hard not only to compete, but to retain the talent. So for us, building in Europe has been an incredible strength."
Eléonore Crespo