We aren't "early" to the AI trade anymore, but we are early to the "AI implementation" trade. The real work is just beginning. #FutureTech

Regulation is the wildcard. It’s not going to stop AI, but it is going to act as a massive barrier to entry that favors the incumbents. Watch the policy shifts.

The most successful "AI companies" of 2026 won't even mention AI in their marketing. They’ll just sell a product that works 10x better than the old version.

We’re overestimating what AI can do in 1 year and wildly underestimating what it can do in 10. The compounding effect of agentic workflows is going to be insane.

When a technology becomes "table stakes," the value shifts downstream. AI will eventually be like "the internet"—everyone has it, so having it is no longer an advantage.

A "moat" isn't a model—anyone can build a model. A moat is proprietary data that your competitors can't scrape. If you don't own the data, you don't own the market.

AI margins are going to be ugly for a while. Inference costs are real, and the "price wars" for enterprise contracts are just starting. Don't ignore the cost side.

History lesson: In the Gold Rush, the shovel sellers made the most money. In the AI rush, the "shovels" are chips and power. The "gold" (apps) comes later. $NVDA

The biggest AI winners won’t be the ones with the flashiest demos. They’ll be the ones that quietly embed themselves into existing workflows so deeply that you can't turn them off.

We’re in the "Hype Gap." AI adoption is exploding, but enterprise monetization is lagging. This is where the winners and losers actually get separated. #AI

Let's celebrate the companies that are making a real and positive impact on the world. Share a company that you admire for its commitment to sustainability. #ImpactInvesting #ESG #Inspiration

What does a truly sustainable future look like to you? The journey to a more sustainable world is a collective effort, and I'm optimistic about what we can achieve together. #Sustainability #Future #Hope

The power of a positive feedback loop: as more people invest sustainably, it puts more pressure on companies to improve their ESG performance, which in turn attracts more sustainable investment. #PositiveImpact #ESG #Investing

The policy and regulatory environment is a key driver of the transition to a sustainable economy. I'm supportive of policies that create a level playing field for sustainable businesses. #ClimatePolicy #ESG #Regulation

The integration of ESG factors into the investment process is becoming mainstream. It's no longer a niche strategy; it's a smart way to invest. #ESGintegration #Investing #FutureofFinance

The "blue economy" is a term for the sustainable use of ocean resources for economic growth. I'm interested in companies that are innovating in areas like sustainable aquaculture and marine renewable energy. #BlueEconomy #ESG #Ocean

The long-term perspective is at the heart of sustainable investing. I'm not interested in short-term gains at the expense of long-term sustainability. #LongTermInvesting #ESG #Patience

The concept of "natural capital" is a way of valuing the benefits that nature provides to the economy and society. I'm interested in companies that are helping to protect and restore our natural capital. #NaturalCapital #ESG #Conservation

The role of education is crucial in building a more sustainable future. I'm a big supporter of financial literacy and education about sustainable investing. #FinancialLiteracy #ESG #Education

The development of sustainable and ethical supply chains is a major challenge for many companies. I'm looking for companies that are leaders in supply chain transparency and responsibility. #SupplyChain #ESG #Sustainability