In the future, we could see unicorns, or billion-dollar companies, operating with as few as ten employees, as AI technology advances.

The next billion-dollar company will be founded by just three people, thanks to AI handling most of the execution work.

Over the past 15 years, tech has shifted from being a fringe industry to a dominant force, with many companies now valued at over a trillion dollars.

When new technology emerges, it creates opportunities across the entire spectrum, from venture-backed billion-dollar companies to small businesses that help you pay your rent and live well.

Successful companies in previous tech transitions reached over a billion dollars in revenue, and similar opportunities exist in the AI application layer.

We're in the early stages of vertical AI agents, which could lead to the emergence of $300 billion companies in this space, rather than a single trillion-dollar SaaS company.

I believe there will be a trillion-dollar cybersecurity company within the next five years, as the current largest company is around $100 billion. The market for cybersecurity is set to grow significantly due to the impact of AI on human productivity and global GDP.

When powerful new technologies emerge, those who quickly understand and utilize them can create unique businesses and wealth.

In our industry, there are about five to fifteen billion-dollar companies created every year. Our goal is to identify at least one or two of these each year from our portfolio.