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Every investment is sort of like that, you betting it’s more than what’s priced in(current price set by market)

Focus on the data centers, and the inputs into them (the really boring ones).

That's a good point - the biggest thing to invest in might be power generation

You can bet on second order companies.

Thomson Reuters, Intuit, Palantir, Teledoc, Twilio, ServiceNow, Axon, WPP. All stand to benefit from sophisticated language and vision processing.