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A way to think about her is to ask: twenty years from now, would I want to own 100% of the companies in which she has invested? Let's look at at her top 10: Coinbase (yes), SQ (yes), Tesla (yes, for the patents), CRISPR Therapeutics (YES), Roku (maybe), Robinhood (yes, retail investors are stupid forever), Zoom (no), Roblox (yes), and DraftKings (yes). My bet is that she's right -- someday.

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