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I find this argument from @davidphelps super compelling
It's a question I've been asking a lot recently wrt portfolio construction for the fund I'm building
I think where I shake out is:
TODAY: ~70% infrastructure & ~30% products/apps
shifts to
FUTURE: ~70% products/apps & ~30% infrastructure
The idea being that I will move capital from infra to products as I see compelling opportunities
Wdyt?
https://x.com/divine_economy/status/1839749201434984879
It's a question I've been asking a lot recently wrt portfolio construction for the fund I'm building
I think where I shake out is:
TODAY: ~70% infrastructure & ~30% products/apps
shifts to
FUTURE: ~70% products/apps & ~30% infrastructure
The idea being that I will move capital from infra to products as I see compelling opportunities
Wdyt?
https://x.com/divine_economy/status/1839749201434984879