Welcome to what is quite literally my stack of research on various areas in the technology industry. In each article, I dive into a specific area of technology with the aim of developing conviction around investing in the area, and try to answer three key questions about the investment area:
What is new and valuable here? What does technology X bring to the table?
What would I look out for in an investible proposition in this space?
What is the long game? What are the broader implications if the best case scenario plays out?
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