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  • Articles, Research & Insights

The Future Is Electric, Robotic, and Shaped by China: A Travelogue for American Investors

China is no longer the “world’s factory.” It is rapidly becoming the world’s innovator—or at least the fast-follower with state-sponsored scale.
  • Articles, Research & Insights

These Are the 3 Areas I’m Hunting
  • Articles, Research & Insights

The Automation Bet: How Amazon Robotics Is Transforming Its Long-term Profit Engine
  • Articles, Research & Insights

The Secret Weapon of Great Investors
  • Articles, Research & Insights

Why I’m Optimistic About the Market
  • Articles

CES Field Report: Edge AI Might be the Future of Computing

Here’s a few ideas based on panels and conversations we experienced at CES.
  • Articles

​​Confessions of a Crazy Stock Picker Part II: Tesla and the Art of Long-Term Thinking
  • Articles

Volatility: A Double-Edged Sword for Long-Term Equity Investors

It’s precisely these moments of irrationality that create opportunity.
  • Articles

Field Report: 5 Takeaways from We, Robot

Most investors had an immediate, gut reaction to last week’s Tesla’s Robotaxi event, and I understand why. I was there—it was a spectacle.
  • Articles

The Trillion-Dollar Answer to AI’s Biggest Question

(Hint: Look at Tesla and Google.)

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