BitMine Chairman Tom Lee said the AI era is increasing, not reducing, the importance of founder judgment and vision. He said Sam Altman built OpenAI and led it to success through personal vision rather than by asking ChatGPT for decision advice, and argued that the same founder-led edge helps differentiate leading AI players such as Anthropic and Elon Musk. Lee also highlighted Robinhood CEO Vlad Tenev, saying he is leading a market growing faster than the overall economy. Lee said that view is an important reason Fundstrat owns Robinhood stock, with the firm taking concentrated holdings in the name through its Granny Shots and Granny SMID strategies. In Lee's view, AI tools may become widely available over time, but founders who set direction and drive execution will remain a lasting competitive advantage.