The Three Headless Horsemen

Microstrategy, NVIDIA, Apple?

  1. Obviously bitcoin is the future — the future of money which is a big deal, because everything runs on money. Do you remember how insanely paradigm shifting the internet was? Bitcoin as the same, but even bigger — maybe even 10x or 100x or 1000x bigger? Certainly the internet runs everything now , but the internet itself still runs on 20th century rails of traditional credit and US $ dollars — Bitcoin as something *different*.
  2. NVIDIA for now — OpenAI and ChatGPT isn’t public, yet — but I really like Jensen Huang CEO of NVIDIA — he’s just getting started! The next 30 years of AI will be wild!
  3. Ultimately iPad Pro is still the GOAT, and everyone uses an iPhone. Once Apple puts Bitcoin into iOS or the iPhone, iCloud, the Passwords app, etc — game over!