Lisa Chai specializes in the infrastructure and enabling technologies behind AI and robotics rather than just consumer applications, focusing on the picks-and-shovels companies that power automation across industries like logistics, transportation, and healthcare. She connects real-world behavior changes and societal shifts directly to specific investment opportunities in public markets, translating complex emerging technologies into accessible frameworks for investors while maintaining realistic timelines about how these technologies will actually scale and commercialize. Lisa Chai specializes in the infrastructure and enabling technologies behind AI and robotics rather than just consumer applications, focusing on the picks-and-shovels companies that power automation across industries like logistics, transportation, and healthcare. She connects real-world behavior changes and societal shifts directly to specific investment opportunities in public markets, translating complex emerging technologies into accessible frameworks for investors while maintaining realistic timelines about how these technologies will actually scale and commercialize.