bullish on 2 “categories” for the next decade: 1️⃣ Digital dopamine economy: social media, AI video, gamblification (trading everything), AI companions, etc. 2️⃣ “New” physical economy: space, humanoids, energy, batteries, nuclear, manufacturing, mining, etc. #1 driven by human nature. #2 driven by great power competition (China vs USA). (Last category is biotech because we are like 10-20 years away from making superhumans)