If I had to choose one market today that I fundamentally believe in and would go all-in on, it would be robotics. I can’t think of any other vertical that’s still this early yet feels so inevitable - one that’s going after one of the largest markets ever, with essentially no ceiling on valuations. Not only because it will massively expand the entire pie, but because it will reshape the world so profoundly that, at least in the near term, any traditional valuation frameworks will probably be useless. Robotics today feels like crypto in 2017: being early to something I deeply believe in, knowing it will slowly but surely disrupt the world as we know it. And while the actual humanoid companies are reserved for the big institutional capital of this world until their IPOs, crypto x robotics will probably be the best beta play accessible to everyone to bet on the biggest secular growth trend of our lifetime.