... one of the things that I come back to is chaos always creates opportunity...There are tons of chaos out there right now. Which means, John, frankly, we are coming into what I am calling another golden age of investing.
... the five Ds. There's five of them. There's digitalization, defense, diffusion, dislocation, and distribution.
...So digitalization is not digitization. I'm not talking about putting your X-rays on a stick. What I'm talking about is changing the world through the application of data. And this is everybody from your local cleaner to your auto mechanic to big monstrous tech companies that are truly changing the way we interact. Ninety-plus percent of all the data that has ever been created in the history of humanity has been created within the last couple years. That's what digitalization is.
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