For the last 25 to 30 years, tech has been the one vector of progress in our society where you can build new companies and do new things.

The shift from tool-based tech companies to full-stack companies that control entire verticals is a defining theme in the tech industry over the last 15 years.

The future may see a proliferation of companies worth a billion dollars or more, driven by the ability of individuals to leverage technology and resources effectively.

Most of the value in tech companies exists far in the future, often beyond a decade, which is why growth rates are often overvalued compared to long-term durability.

The current tech landscape is characterized by a few dominant players that are reshaping entire industries, leading to a significant concentration of market power.

The current tech landscape is characterized by a few dominant players that are reshaping entire industries, leading to a significant concentration of market power.

For the last 15 years, technology policy in Washington D.C. has been dominated by a few large companies, often sidelining the voices of startups.

We as a society celebrate tech companies far too much versus the impact of technology.

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.