$VOICE - Voice technology, especially in conjunction with AI, is seen as a growing and important interface. There's an observed increase in people using voice for AI prompts and text messaging, indicating a significant trend in this technology.
$CRYPTOAI - The combination of blockchain and AI technologies could lead to interesting developments in composability and reusability of code and data.
$DESOC - Reminiscing about their investment in Twitter, Fred and Brad discuss the potential of Twitter as a protocol and the missed opportunities. Later, they suggest a strong opportunity remains for decentralized social (DeSoc) networks.
Bearish:
$PLATFORMS - Apple's platform power exemplifies a broader tension in tech: while integrated platforms create better user experiences, they also consolidate control and limit entrepreneurial opportunities. However, AI may emerge as a disruptive force that breaks down these walled gardens.