[dalbasal]

Scale. How much, relative to the whole is (a) Thiel's contribution to this fund (b) the portion of the fund's investments which live up to above ideals.

Also.. IDK that even the best are examples of investments living up to the ideals Thiel projects.

Oculus is/was interesting, sure. It's hardware, but still pretty far from factories ports and "atoms". It also flipped to FB and is now a foundation stone for the Meta project.

Besides, "friends with Elon" there's not much there there.

I'm not saying he's a bad investor or that these are bad companies, but it's all pretty standard fare. Potential for fire "moat" in emerging industry, and minimal need for hard capital investment by the primary growth phase. He's trying to get a piece of the next Zuck. That's all.