SaaS isn't just software; it's the ecosystem driving modern businesses. Its adaptability and scalability empower companies to innovate faster and smarter, reshaping industries globally. The breakout tech product of the last decade (ChatGPT) is SaaS. While building SaaS is now easier than ever with no-code and a more robust ecosystem, the value is lies in identifying companies less focused on featurization and more focused on moats and problem solving via good software.

AI's journey has barely begun. From augmenting human potential to reshaping industries, we're only scratching the surface of its transformative power. The future promises boundless innovation and disruption. We are bullish on purpose-built foundational models and the companies building AI for hardware.

Blockchain's resurgence isn't just a trend; it's a technological rebirth. Beyond cryptocurrencies, its decentralized ledger offers trust, transparency, and efficiency providing value to sectors from finance to supply chain. We also see a use-case where the chain can be used to train large sets of community-driven and controlled data to drive research and products.