Pranav(@vaneckpk):Highly recommend this watch: https://t.co/gqpjlfv7Ub This chart that stood out most to me: the best public market trades so far have been on the binding constraints — power, photonics, memory etc. The next big opportunity in publics may come from beaten-up SaaS names that bridge the capability-usefulness gap. They'll look like LLM wrappers, but the ones that pair proprietary workflow knowledge with frontier model capability have real margin to capture.

Pranav

@vaneckpk

Portfolio Manager of Digital Assets Alpha Disclosure:

Joined February 2016

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Pranav@vaneckpk

2026.05.01 13:01

Highly recommend this watch: This chart that stood out most to me: the best public market trades so far have been on the binding constraints — power, photonics, memory etc. The next big opportunity in publics may come from beaten-up SaaS names that bridge the capability-usefulness gap. They'll look like LLM wrappers, but the ones that pair proprietary workflow knowledge with frontier model capability have real margin to capture.