My nascent investment thesis — of sorts It is hard to be optimistic about tech these days. If in the early 2010s we were all keen and positive, now we’ve seen the consequences — albeit unintended — of big tech. The tech-lash is real and governments are scrambling and scratching their heads for solutions. Senator Warren wanted to break up big tech. Andrew Yang wanted to give every American a universal basic income to help the country deal with the challenges of automation. I am not blind to any of