1999
Google was a tiny startup competing with Yahoo
Amazon was an online book store expanding to CDs
Nvidia was a niche gaming chip producer
Disruptions are never obvious.
They start as noise, get mocked as toys,
But end up REWRITING the rules.
Amazon
Nvidia
Virtuals
It is always obvious in hindsight,
But by the time it feels obvious, the gains are gone.
You are still EARLY.
CAP STAYS ON 🧢