1. The developer of the iconic 'Dakota' New York City apartment building moved ahead of obvious and immediate need, and so did other visionaries. Critics were quick to point out their actions, but in the end, the visionaries prevailed. The same is expected to happen with AI and Broadcom. Broadcom is helping large cloud 'hyperscalers' prepare for the future of AI, even beyond current needs. It is believed that AVGO, like other forward-thinking companies, will ultimately succeed. 2. The author, Marc Gerstein, discusses his investment philosophy and career, emphasizing the importance of human intelligence in investment decisions and the limitations of quantitative analysis. 3. The article draws a parallel between the visionary approach of the 'Dakota' developer and Broadcom's strategy in the AI space, suggesting that Broadcom's forward-thinking approach will pay off.