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Capital Must Seek Delight

· Substack · Technology Investing · 2026-06-21

The article discusses how technology investing has shifted from exploring unexpected possibilities to following consensus-driven trends, especially in the context of AI. This shift reflects a broader cultural change where capital is becoming more defensive and less open to delight or surprise, despite the high potential for transformative technological changes.

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Source: https://substack.com/home/post/p-197920405