Today's stock market actually hates technology, as shown by all-time low price/earnings ratios for major public technology companies

Qualified software engineers, managers, marketers and salespeople in Silicon Valley can rack up dozens of high-paying, high-upside job offers any time they want, while national unemployment and underemployment is sky high

When you're dealing with machines or anything that you build, it either works or it doesn't, no matter how good of a salesman you are.

Ten to 20 years out, driving your car will be viewed as equivalently immoral as smoking cigarettes around other people is today.

I hope to someday live in a world where there are lots more Silicon Valleys.

I am bullish on the global development. I am bullish on billions of people getting out of poverty.

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.