[throwaway19423]

NVidia was truly a spectacular opportunity. So was Microsoft, Databricks, etc. I picked a dud, and didn't realize it until it was too late (just now). Question is .. what are the obvious winners today, and for the next 10 years?

Some opportunities I missed but they didn't go anywhere: Docker, Qualcomm.

Consumer Devices is a general dud I think. Software and data is where it is at. I dunno?

[seattle_spring]

I remember losing a candidate to databricks around 2012/2013. I thought he was making a bad decision. Hoo-boy was I wrong.

[uptownfunk]

Right, now he’s got really valuable Paper money that they offer to buy back at a very steep discount. Anyhow wouldn’t feel bad about missing that one!

[cvhashim04]

BioTech :P

[kapilkaisare]

Really? Tell me more, please.

[hash07e]

We will tell you in 15 days...

[piuantiderp]

On your masks, Ready, GO!

[qq99]

COVID-23?

[iancmceachern]

Robotics

[throwaway19423]

Any company to recommend in the domain? You are right that robotics has a good future. Just really capital intensive and hard to make money in the short term. I have a friend who is a founder in the space and man .. what a long slog.