Jin Kang(@TheJinKang):The market is quite irrational- thinking AI scare is here but we are rewarding players like $AAPL 😂 Multiple compression is necessary but many monopolistic SaaS players will benefit from AI (at least 5+ yrs). I think many tech PEs might be able to generate '08/'09 like returns.

Jin Kang

@TheJinKang

Learning how to think | @princeton

参加 June 2021

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Jin Kang@TheJinKang

2026.02.11 17:38

The market is quite irrational- thinking AI scare is here but we are rewarding players like $AAPL 😂 Multiple compression is necessary but many monopolistic SaaS players will benefit from AI (at least 5+ yrs). I think many tech PEs might be able to generate '08/'09 like returns.