The Hard Problems Revolution: How Silicon Valley Is Finally Growing Up

In his latest "Future of Investing" analysis, Andy Hamer explores Silicon Valley's evolution from consumer apps to "hard problems" the civilization-scale challenges that define national competitiveness. Drawing insights from Alex Karp's "The Technology Republic," the piece examines how pioneers like Elon Musk and Peter Thiel proved that tackling fundamental challenges in space, defense, energy, and biotechnology can generate extraordinary returns while creating genuine civilizational value. Hamer provides frameworks for identifying and evaluating companies working on decade-long technical breakthroughs that traditional metrics struggle to assess. Read the full analysis (here)

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