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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.

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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.

Rotated into pain and suffering indeed.

Ads on my desktop. Windows crashes that prevent me from filling my car at the tank.

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