a) having the vision to have $140bn to invest in AI since 2017
b) getting shook out of a $5bn NVDA position in 2019 that would have made the fund++
c) being flat after having been in a 3Y drawdown
a) having the vision to have $140bn to invest in AI since 2017
b) getting shook out of a $5bn NVDA position in 2019 that would have made the fund++
c) being flat after having been in a 3Y drawdown
@peterzeihan.bsky.social
@peterzeihan.bsky.social