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> Nobody can really know what things will look like in 10 years,

100% true. Do not invest trillions on such an uncertainty in the long term is always a bad investment.

> but if you have the capital to deploy and any conviction at all that this might be a sea-change moment, it seems foolish to not pursue it.

Gamblers argument: "But what if this is the winning ticket?"

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Then aren't most forms of investment based on a "gambler's argument"?

A risky investment is obviously akin to gambling, but to get things built and make a profit you have no other choice.

> Then aren't most forms of investment based on a "gambler's argument"?

Are you now equating an investor with some guy in a casino? Sorry, but that seems like a stretch.

You are quoting and responding to a rhetorical question from a person with essentialy the same criticism as you, to respond as if they are making the claim.. why??

No I am not, you took the opposite of the intended meaning.

I'm saying the risk aspect is similar, but I take issue with equating (product) investment and gambling, since one has a potential to create, and the other just shifts money around.

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