I get asked a lot what robotics plays I’m in besides $CODEC.
Answer: none so far.
If I believe robotics is the next AI style meta with the potential to run into the billions, and if I see Codec as the ai16z/Virtuals of the ecosystem, why would I allocate capital and more importantly, conviction, to my second best idea?
My trading style is closer to Jez’s, where I full port my highest conviction plays. That means I’ve had some horrendous round trips, but I’m not here for average returns.
Full porting forces accountability, you can’t hide behind a basket of half baked bets. That mental clarity i