The most common mistake people make when investing in AI is only focusing on the first layer of opportunities.

Models and applications matter, of course, but the truly big opportunities often hide deeper.
After AI becomes widespread, what infrastructure will it need?
After human behavior changes, which demands will be recreated?
Which values will move down the industry chain?
Finding these second- and third-layer opportunities is more important than chasing the hottest direction right now.
A lot of things are happening at the same time.
It feels like a new cycle is unfolding.
Feeling incredibly good vibes.
Very excited about the future.