If your portfolio of 100 internet companies in 2000 included 99 that went under and AMZN, you'd still be well above water after many years of being below water.
The problem today is that essentially nobody IPO's anymore so it's basically impossible to own 100 AI companies to ensure you include the next AMZN. NVDA is likely the CSCO of AI companies, but what's the AMZN?
