Wildly Bullish on Technology as an Application

I think people jump from narrative to narrative, right? I mean, up until a couple months ago, AI wasn't really on the radar for people. And so now there's this narrow hope that you got to own AI. But think about what's the difference between AI and internet? It's an internet, a bigger boom. Yet had you invested in 2000, these were terrible investments. Tech investing overall felt like 17% in that collapse of liquidity and credit during that period. So, I'm wildly bullish on technology as an application. I literally, if there's a gadget out there, I probably have it. I love the technology. That doesn't mean it's a good investment