Tom Lee: The Key to Corporate Competitiveness in the AI Era is the Founder's Vision

Tom Lee, the chairman of Bitmain, emphasized the importance of the founder's vision and judgment as the core of corporate competitiveness in the AI era. He stated that the ability to set market direction and manage organizations is what determines a company's long-term competitiveness, rather than the use of AI tools. In an interview, he mentioned, "What truly drives a company is not the ability to ask questions to AI, but the ability to create a future direction." He explained this in the context of OpenAI, Anthropic, and Elon Musk's AI companies. Chairman Lee argued that the ability of founders to set strategies has become crucial in evaluating corporate value, citing Vlad Tenev of Robinhood as an example. Robinhood started as a stock trading platform and is expanding its business into tokenized assets and prediction markets. He highlighted that the capabilities of founders can become a key factor in corporate analysis through the case of Robinhood. Additionally, he noted that the 'Granny Shot' and 'Granny SMID' portfolios employ a concentrated holding strategy. Fundstrat Capital announced that it will list the Granny Shot series ETFs on the New York Stock Exchange. Lee reiterated the importance of direction-setting amidst changes in technology and market structure.

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