AI Investments
A reflection on "Reflections on a technology revolution"
Joe Lonsdale is sharing a gift with investors who are anticipating where to place their money as our world has turned its perspective toward all-AI, all-the-time.
It’s a detailed short-form business assessment, shared with his subscribers, built from a set of meetings in San Francisco. Sure, it is a piece to promote his venture capital firm 8VC, but there are lessons for those who invest for retirement or to pass on an estate embedded in his firm’s thinking about AI and its investment possibilities.
And, I quote,
There are enough details in Lonsdale’s post to turn a 5-minute read into a self-study week in a library study carrel.
In Lonsdale’s post are hints about companies whose products and services will be in demand. When I think about how many investment newsletters are floating about with nothing more to say then predicting price movement from a chart (debunked long ago), know this is a better way to think about investments.
Think about business.
Think about future demand.
If you see Meta or Nvidia pop 10% today, ask why that must be.
It’s not luck.
It’s an economic story.
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