I think anything of any kind from publicly listed companies increasingly seems to suck. Only exceptions are a handful of companies where the brand identity or a

I think anything of any kind from publicly listed companies increasingly seems to suck. Only exceptions are a handful of companies where the brand identity or a very ambitious personality at the helm (Apple, Tesla, NVidia) allow them to make the kind of bold moves that private companies do. Apple doing Apple silicon probably would’ve made shareholders very uncertain, but they just did it and it was a great call. Tesla doing Dojo, Powerwall, Optimus, etc, is only because everyone can just point to Elon and say “he’s making us.” That’s private company energy.