Chris Camillo: I mean, I think about what I do as being. Completely and purely opportunistic in terms of information asymmetry. I mean, I spent the entirety of the last 20 years essentially just trying to detect any change that's happening in the world a little bit quicker than others. And, you know, I use that word change loosely because like in the past, it's meant. Change in consumer behavior. It's meant change in culture. It could be changes in politics and in weather. But recently, the last four years, it's all been about technology, right? So changes in technology. I always say that the larger the change, the bigger the opportunity, the faster that change is coming at us, the bigger the opportunity. And there's never been a bigger change that's hitting us as quickly as this age of AI. So, you know, what I do as an observational investor or social orb investor is I try to detect change and I try to connect dots quicker than anyone else. It's really that simple to investable opportunities. And I just try to stay hyper opportunistic about that. I don't have a framework. I wasn't a Physical AI investor, you know, embodied AI investor prior to humanoid robotics. I had zero experience in that world. But I cast a really wide net at the top of my funnel. And because I only work for myself, as you know, I'm invested in about 180 early stage companies, although I'm primarily focused on public equity markets. I can do anything I want whenever I want. So tomorrow I can wake up and say I'm going to laser focus on this one thing for the next six months and not do anything else. And if I decide to change my mind a month into that, I'll effing change my mind and I'll become a crypto guy. Like whatever I want to do. And I think that provides the maximum opportunity because so much of institutional Wall Street, as you know, has to work within a framework. They have to work within an area of expertise. They're handcuffed, right? I have complete and utter freedom to chase the opportunity that's in front of us. And dude, I'm telling you right now, I said this, what, four years ago, three and a half years ago, the day I got on ChatGPT for the first time, nothing comes even close to what we're seeing right now. That said, I know you mentioned robotics. We're years away, but... Believe me, I'm. Probably deeper in this space than anyone in the world of finance. Deployment is an exceptionally difficult thing to achieve when it comes to generalized robotics. It's never been done before. We're going to learn a lot over the next five to 10 years. But when it happens, and it will happen slowly, kind of like autonomous cars happened meaningfully more slowly than anyone would have anticipated, including Elon and all the Tesla guys. It's starting to happen. And when it happens, it will be bigger than anything we've ever seen in our lifetime.
But when it happens, and it will happen slowly, kind of like autonomous cars happened meaningfully more slowly than anyone would have anticipated, including Elon and all the Tesla guys.