It’s been more than two years — going back to the start of the Covid pandemic — since I have been able to do a deep dive of Silicon Valley. But over the past week I was able to reconnect with many executives, CEOs, and market insiders in CNBC’s San Francisco bureau, and I was blown away by what I learned and how different things have become. It is all pretty shocking compared even to the beginning of 2020.
I want to give Investing Club members an exclusive look at my observations and impressions of the global center of the technology industry. I narrowed it all down to 15 core takeaways. They should inform many of your investing decisions; I know they will inform ours in my Charitable Trust portfolio.