Ten years earlier, Elias had been a cautious investor looking at a world that was just starting to "plug in." He remembered the era when people thought a smart fridge was a gimmick. But he saw the bigger picture: a world where billions of devices needed to talk, think, and react. The Foundation: The Chip Makers
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Elias had started his portfolio with the "brains." He looked at and Qualcomm . These companies weren't just making phone parts; they were building the high-performance processors and 5G modems that allowed a self-driving car to make a split-second decision to avoid a stray dog. Without the chips, the "things" were just plastic and metal. The Connectors: The Network Giants Ten years earlier, Elias had been a cautious