At the beginning of last year, I shared a series of investment themes that were top-of-mind in an effort to share my thinking and seek feedback. I was pleasantly surprised by the response, which motivated me to share again this year. As the pace of innovation in computing and data infrastructure accelerates, I am lucky to be able to converse with some of the brilliant minds whose work is driving the industry forward. This post again intends to synthesize the most impactful ideas from these co...