$DATABRICKS - Despite a terrible initial pitch, Ben invested in Databricks because the founder was identified as the best distributed systems expert in academia in the last decade, which proved to be a successful bet.
$INFRA - Infrastructure and energy are now critical bottlenecks replacing software engineers as constraints, creating investment opportunities in these sectors.
$AIMODELS - AI technology fundamentally changes the game by allowing money to solve problems through GPUs and data, with unlimited demand due to products working better than anything built before.
Bearish:
$SAAS - SaaS companies face existential threats as code and UI are no longer moats, with AI enabling rapid replication of functionality at lower costs.