Acquisition.coms Investmentthese: real oder KI

0:00our business strategies for everyone in terms of our investment thesis of like what I see the next like five or 10 years doing in terms of where I'm putting my money. I see it as polar. So it's IRL or AI. I just don't see the in between. And so either the bet is the basis thesis of what things am I confident will not change over the next 10 years and then what are the things that I'm absolutely confident will change and these are going to be the outsiz bets and these are going to be the sure bets. And so like I think that like why is school something I'm still investing in? Well, it's because a platform where people where people can connect with other people in community, I think will exist. Even though it's digital, to me, that's a that's a community human-driven thing. Like people will want community. That's not going to change. Um, I have a ton of real estate. I think people will need a place to live. I don't think that's going to change. on this side it's like okay well then we can also invest in like what are the what are the components of AI that I think aren't going to just get disrupted in the next six or 12 months which is going to get reverse engineered to how can I have proprietary data that is valuable enough because like it's one thing to have proprietary data it's another to have proprietary data that can't be duplicated in another way so if I have a superior data set that I can train something on that no one else can create then that creates alpha that creates arbitrage opportunities on this side but those are kind of like fundamentally like my thesis in terms of how I'm approaching the future, what things I'm very confident are not going to change.

1:19And then I'm taking small bets here that I think have disproportionate upside. So, if I'm looking at where like my money's going, it's probably 80 here, 20 here, because the 20% that's here is almost like venture bets where like if I get any of them, it'll outshine this.