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Surveillance: Biden's Reelection Bid

Bloomberg Surveillance

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The Challenge of Diversifying Away From Big Tech

I want to focus on your courage to own a few things, own a big. You were down, I believe, 24% last year in one portfolio. Maybe that was a little worse than others, because you had big tech owning. In general, are people diversifying away where they should own more of big tech? It's a big question we have. We think the efficiency opportunity for people that adopt AI is 2x on the margin line relative to the blockchain.

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