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2025 Annual Letter: Technology is the Cake, Geopolitics is the Icing
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2025 Annual Letter: Technology is the Cake, Geopolitics is the Icing
Welcome to Interconnected Capital’s 2025 annual letter. To new and old readers alike, a friendly reminder: I run a global technology long-only fund focused on investing in both the hardware and software “picks and shovels” of the interconnected global digital AI economy. I draw on my technology business operator's experience and geopolitical antennas to bring an edge to how I assess a tech company’s rhythm and prospects in a constantly changing …
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