Smart tech investor thinks about: a) future product roadmap, b) bottoms-up market size & growth, c) talent and skill of team. Essentially you are valuing things that have not yet happened, and the likelihood of the CEO and team being able to make them happen. Finance people find this appalling, but investors who do this well can make a lot of money.

Learning to code is the single best thing anyone can do to get the most out of the amazing future in front of us.

Tech stocks are trading at a 30-year-low when compared to the multiples of industrials (companies). Its the weirdest bubble when everyone hates everything.

A very large percentage of economic activity is shifting online and it makes sense that there are more services that are going to charge. It also means there are going to be more people willing to pay.

The multipurpose device will always fail.

People who tell computers what to do, and people who are told by computers what to do.

The 2 hardest things you'll have to do when running a company are recruiting and talking people out of leaving.