It is 2005 And you can see the future Cell phones will become the world’s most economically important device Trillions in value will be created Obviously, you massively long Nokia and Blackberry Unmatched scale and expertise The iPhone’s ’07 release only validates the thesis
@wintonARK I believe many agree with Ark on seeing the future. Not a question of if, but *when*?? And what is the opportunity cost between now and then. 5 year outlook will be right, but maybe more compounding and then another explosion like 2020. That seems to be the dice rolled by many
@wintonARK Teslas certainly in an almost identical position of advantage
@wintonARK Legacy auto = biggest bubble ever. Wen pop?
@wintonARK In 2002, someone gave me a cheap Chinese tablet to play with and my first thought was "why doesn't someone add cell phone functionality to this?".
@wintonARK The fun aspect - doubling down on Blackberry and Nokia at the end of 2020 and in 2021 was also a good idea😂
@wintonARK Microsoft then buys Nokia for 14 billion and you wisely cash out at that point