TBU(@TBU12345678):coverage universe size going to be the biggest competitive advantage in the next 5 years. being able to flex + see the world across 200 names you kinda know is going to be much more important than grinding out 50 expert calls on something unless you’re gunning for 10xers. think we will see a bifurcation between super pods enabled by AI and VC-like “hunting for 10 baggers” for the concentrated guys. everyone wise probably dies

2026.10.01 15:28

coverage universe size going to be the biggest competitive advantage in the next 5 years. being able to flex + see the world across 200 names you kinda know is going to be much more important than grinding out 50 expert calls on something unless you’re gunning for 10xers. think we will see a bifurcation between super pods enabled by AI and VC-like “hunting for 10 baggers” for the concentrated guys. everyone wise probably dies

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