after a long break he came back to twitter calling everything a bubble. a few weeks later he’s retiring from professional investing. he failed because even the most sophisticated still don’t get this new era. ai is infrastructure, not just a gadget or tech. it’s gonna scale exponentially. energy is the most important commodity of this new era and it only grows linearly. it’s gonna take time for industry to realize how huge that mismatch really is but it will eventually reshape everything.
