Scion Capital

Reading Ambitiously 11-7-25

During installation, capital floods into the new paradigm. Valuations can become detached from current earnings, as future potential is priced in. Old industries struggle, new ones spawn. Installation...

Reading Ambitiously 11-7-25

1/ The top ten companies now represent a larger share of market capitalization than at any time since 2000. What else happened in 2000? The dotcom bubble burst....

Reading Ambitiously 11-7-25

1/ ChatGPT will reach a billion users faster than any technology in history. Adoption signals utility, not hype or speculation. Image...