Perhaps it really is quite true, in a very harsh way, less is more. More space gives options. If you create space, there are always enough things ready to step in and fill it. The real battle is keeping the space. Why? Because people can move when they have enough room to breathe. If they can breathe, they can create something they truly want that doesn’t take up all the space. Perhaps the solution to more problems is creating space first, before doing anything else.

Another matter: today I sold some positions in two major software companies Fig and Adobe, and here is why.

If a stock goes down by 50 percent in a few months, it is concerning. The thesis here is that AI will find cheaper alternatives or better ways of doing things. There is perhaps some truth in this. On the other side, humans still need to interact and do something, so they will need tools to do that. I have stepped out here. Perhaps I should have done it at 41 for Fig. However, I will be watching this area over the next 6 months.

Strategic Angle, Instead of focusing only on whether AI replaces existing tools, consider which firms are building the bridges between automation and human interaction. Look for signs of resilient demand: companies that remain indispensable even as AI reshapes workflows. - Track partnerships and adoption rates — these often reveal whether a company is adapting or being left behind.

Perhaps it really is quite true, in a very harsh way, less is more. More space gives options. If you create space, there are always enough things ready to step in and fill it. The real battle is keeping the space. Why? Because people can move when they have enough room to breathe. If they can breathe, they can create something they truly want that doesn’t take up all the space. Perhaps the solution to more problems is creating space first, before doing anything else.

Another matter: today I sold some positions in two major software companies Fig and Adobe, and here is why.

If a stock goes down by 50 percent in a few months, it is concerning. The thesis here is that AI will find cheaper alternatives or better ways of doing things. There is perhaps some truth in this. On the other side, humans still need to interact and do something, so they will need tools to do that. I have stepped out here. Perhaps I should have done it at 41 for Fig. However, I will be watching this area over the next 6 months.

Strategic Angle, Instead of focusing only on whether AI replaces existing tools, consider which firms are building the bridges between automation and human interaction. Look for signs of resilient demand: companies that remain indispensable even as AI reshapes workflows. - Track partnerships and adoption rates — these often reveal whether a company is adapting or being left behind.