00:00The rules of tech investing have changed, and the smart money is moving differently.
00:06The era of growth at all costs is over.
00:09Today's investors want AI-driven efficiency, resilient startups and technologies built for the long game.
00:17Frontier tech like quantum computing, synthetic biology, and edge AI is pulling in patient capital,
00:24while camels, not unicorns, are the new favorites, startups built to survive lean times and scale sustainably.
00:33And the real AI boom? It's not just chatbots, it's the infrastructure, GPUs, massive data centers,
00:41and the cloud platforms powering the next decade of innovation.
00:45Conviction Capital is back. The winners won't scale fastest, they'll scale wisely.
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