Hey Tom, thanks for the comment!

Thrilled to hear that you like this post.

To your comment "My question is, given your background in tech and investment, how do you personally spot a promising AI company versus one that’s more hype than substance?"

1. To clarify, I am more of a science student (once a student, always a student) and a tech nerd, and someone else in the family is managing our portfolio :)

2. What I have learned in years of seeing how our portfolio is managed is to try to win more when you bet on the right thing and control your losses when you bet on the wrong horse.

No one can predict the future, and even the most well-known person can be very wrong.

Some example,

Thomas Watson, president of IBM, said, "I think there is a world market for maybe five computers."

Or that Thomas Edison tried so hard to prove that DC is the future instead of AC.

The point is that not even the inventors or those who were leading the industry knew what was happening next. The best we can do is to hedge the risk no matter what we do.