Goal: create a personal index fund with a time horizon over the next 5-15 years with a highly coupled industry focus that makes large swing bets on specific industries.
[ ]LLMs (Pre-training, and Post-training) [ ]Compute (GPUs, and TPUs, Microprocessing) <---> Silicon Manufacturers [ ]Cooling (Liquid Nitrogen, Cryonics Industry) [ ]Cloud () <--> Cloud Compute with the tpu speak increase of 5-10x will scale up circa 2030