Comment by jameslk

1 day ago

No need to guess, the article literally states where the money went:

> That’s why Thiel rotated into Microsoft and Apple, tech giants with more diversified revenue streams, cloud scale, devices, and software.

Moving into Apple, given the potential risk/uncertainty in a new CEO and no real new revenue streams, is an interesting choice. I guess maybe it feels relatively safe? But even then, if there's any real downturn, they seem pretty at risk, as the 'luxury' brand.