I’m a pretty big critic of what FAANG has become. The mix of them and lobbying makes Wall St. and lobbying look like a ballet. Outside of a few islands like FA

I’m a pretty big critic of what FAANG has become. The mix of them and lobbying makes Wall St. and lobbying look like a ballet. Outside of a few islands like FAIR, parts of MSFT (MSR still rules, and dev tooling and Azure, there’s stuff), and whatever Jeff Dean is currently doing with a blank check, I look to younger companies for technical excellence: TailScale, Anduril, a few names like that on the bigger end, but also buf and flox and Greplin and Linear and so much great seed and even pre-seed stuff. But I’m starting to doubt the utility of calling out this or that crime of the Cartel: privatizing the Labs was a bad idea. We have to roll the model back.