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> That’s why Thiel rotated into Microsoft and Apple, tech giants with more diversified revenue streams, cloud scale, devices, and software. These are supposed
by jameslk 11mo ago
> That’s why Thiel rotated into Microsoft and Apple, tech giants with more diversified revenue streams, cloud scale, devices, and software.
These are supposed to be a hedge against a presumed AI bubble? Seems half hearted at best
- pinkmuffinere 11mo agoHe is diversifying away from a pure AI play. The amount of diversification is relatively low, so he probably still believes in AI, just feels it is slightly overhyped. Personally I agree it’s too small of a move, but different people have different beliefs and different tolerance for risk.