Justin Fishner-Wolfson
speaker
289 appearances
1 recordings
1 series
first heard Jun 2026
last heard 14 Jun
Justin Fishner-Wolfson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
And the answer is you should invest in SpaceX.
You know, Android might be like maybe a little less extreme version of that, but it's just like there's a category, but really there's a company that's incredibly successful and that you should continue to invest in that company.
So it's less sectors and more companies.
And will there be a company that ultimately ends up with a really large fraction of the market?
And so that's kind of what we're focused on and we're looking for the companies that are durable, right?
Because what you don't want to do is have a thousand different companies that kind of all sound the same and they're all duking it out to end up with like a small piece of the market.
Like that's not a great investment.
So there's always some confusion between like what is a great company and what's a great sector.
And all I really care about is like, is it going to be a great company?
I mean, in all honesty, we haven't invested in any of the big foundational models.
I think it was just always sort of hard for us to understand which one was going to be the best model at any given, or not really at any given point in time, in the long run.
I think that's really the question.
It's like, which one is going to be the one that is the best model?
in 10 years?
And I don't know how to answer that question.
I mean, I think the technology is super valuable.
It's clearly, I mean, it clearly is getting massive adoption.
So like, it's not that it's not useful.
It's just how do you know which one to pick, right?
That's the hard question.
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