Great question. I don’t know the answer to that, by the way. I can tell you what happened, and one of the things that has happened is that these prediction markets have hired Donald Trump Jr. as an advisor, and this administration is astonishingly corrupt. We’ve seen people have their SEC actions dropped essentially after donating to Donald Trump.
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What we call “tech” today isn’t one sector. It’s a collection of deeply specialized domains, each with its own economics and competitive logic. The person qualified to value a cybersecurity company is not the same person qualified to value an AI infrastructure company. But in public markets, the portfolio manager allocating capital across both is often the same person.
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