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One idea, and I’ll be the first to say it’s incomplete, is to rethink how we organize technology exposure. Instead of a single broad “tech” umbrella analyzed by generalists, imagine a more hierarchical structure. Asset allocators at the top decide how much exposure there is to cybersecurity, AI infrastructure, fintech, or vertical SaaS. Below that, each domain develops its own specialist analysts, valuation models, and indices built around its specific realities.
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We've made a lot of noise about Pokémon's 30th birthday celebrations, and so has the rest of the world. We've seen genuine excitement over new Pokémon TCG releases, the first-ever Lego Pokémon sets, and the return of nostalgic Pokémon games, and it feels like there's more to come from this special anniversary.
On an individual level, some people perfectly understandably cite neurodivergence, introversion, inability to tolerate eye contact or an intense loathing for small talk (especially about the weather) as reasons to avoid these conversations. It’s certainly true that this time six years ago – at the height of lockdown – it would have been rude and unsafe to start a chat, let alone sit next to someone on a train. But now? It can feel as if everyone is still adhering to the 2-metre rule, employing “the tech shield” or even “phantom phone use” (pretending that you need to be on your phone when you don’t).