Chereads / The Regressor’s Gambit / Chapter 16 - The Unseen Opportunity

Chapter 16 - The Unseen Opportunity

The digital frontier was expanding fast, but amidst all the noise from the internet boom, Thomas saw a different kind of opportunity-one that others often passed by. Whereas his peers had been mesmerized by the here-and-now prospects of e-commerce, social media, and search engines, Thomas had a keener sense of what lay just beyond the horizon. He realized that during the early days of the internet, so many niches, industries, and technologies were left untapped, waiting to push the digital economy ahead in ways most people could never fathom.

In his second year, Thomas's education in business and economics merged with a growing passion for everything related to technology.

With each lecture and seminar on the principles of business, he had a deeper understanding of what worked in companies, but it was more the unconventional areas of technology that set his interest ablaze. He started focusing not only on the companies that were already in the limelight but also on the infrastructure and future innovations that would shape the digital world.

One opportunity in particular caught Thomas's eye: the rise of cloud computing. The concept was barely recognized then, but he could already imagine how it was going to revolutionize business operations, data storage, and software delivery. He began studying the early players in this space, including companies pioneering the use of remote servers to store and process data in technologies that were both bleeding edge and game-changing for industries reliant on large sets of data. In his free time, Thomas buried himself in documents and technical reports about distributed computing and SaaS. What he could find on that was interesting since it had something to do with democratizing great technologies. He felt this was timely because, in his earlier life, he was witness to just how fast service on the cloud boomed, where afterwards a couple of companies flooded the digital infrastructure marketplace. He knew the next wave of innovation wasn't about websites and apps; it was about building the backbone of the internet, and whoever could harness that would rise to the top.

Research was conducted, and one company in particular jumped out at Thomas. It was a company that was, at the time a firm in its infancy.

They were focusing on a product that allowed businesses to run applications and store data in remote data centers, making software and systems more accessible to organizations without the need for expensive hardware or physical infrastructure. At the time, this seemed like a big reach for most, but Thomas grasped the long-term potential. He made an early decision to invest a large portion of his savings in that company, knowing this was the future.

While Thomas was busy navigating the tech world, he continued to nurture his connections with powerful individuals in the industry. He remained in close contact with Lucas, Iris, and Max, talking about emerging trends in technology and finance.

Though all their time and attention seemed swallowed up by higher education, they also were excited by Thomas's fever about the Digital Revolution, slowly starting to form an alliance to help him through his projects. The entrepreneurial spirit found a companion in Lucas, whereas Iris, thanks to her technical background, lent a pragmatic edge.

Max, with his deep understanding of economic markets, was a goldmine of insight into which sectors were about to boom.

By the time Thomas entered his second semester of his second year, he had gained enough knowledge and connected to a network of people whereby the unseen opportunities now became so obvious that others wouldn't even think about. He didn't want to ride the wave; he wanted to build the waves. One evening, working through the ideas with Lucas, he picked up yet another hidden jewel: on-line payment systems. The net was going to be requiring a conveniently accessible and secure manner where its participants could, in practice, swap real money; but early models didn't get particularly well executed. An ultimate, efficient standard, universally accepted solution was inevitable. The more he searched, the more convinced he was that whoever managed to crack the code for online payments would be right at the vanguard of the digital revolution. Once again, Thomas found himself investing in a small startup experimenting with online payments, long before PayPal and other platforms would become household names. But soon, his investments overtook everything else and became the major part of life - one he had to balance with the academic workload. Thomas soon learned that while participation in the explosive growth of the current tech boom was important, building a strategic presence within it laid at the cornerstone of his successful life. "Success in this tech world," he told in an interview, needs "identifying the long-range trends and intelligent betting on some ideas and some companies that will be successful tomorrow.". While he faced challenges-balancing university coursework with managing investments to keeping up relationships-Thomas knew the risk he was worth it. With every other investment he'd make in some strategically obscure sector, he just felt his confidence grow further in being able to find that next big thing. In his mind, the world had so much hidden stuff that was coming, and basically, his different ability to see before others would be a distinguishing quality. By the end of that year, he had invested in three major divisions of the digital economy: cloud computing, online paying systems, and emerging e-commerce technologies. These were very small-scale investments at the time, which later on would prove to be his cornerstone to success in finance. Others were focused on what could be seen-those companies that already popped into view. Thomas was thus laying the ground for his future as a visionary investor in the digital world.