Sublime
An inspiration engine for ideas
The concentration is already underway.
The five largest US VC funds captured 44% of new funding in Q1. It’s difficult to frame that as returning to a healthy status quo.
It’s worth considering the influence of a multi-stage brand name firm like Lux writing an open letter about the... See more
If it’s not clear yet, this is what I think will happen soon.
Every major tech company except Apple has announced their own LLM.
Apple have spent years perfecting their on-device neural engine. Capable of some absolute insane operations. Loads of compute in a small and energy efficient... See more
Linus Ekenstamx.com
If your response towards genuine tech folks skeptical about Vision Pro or the broader thesis on what it means for Apple is -> “you sound like Steve Ballmer on the iPhone”
Or if you are skeptical and call the Vision Pro another “Newton”
Both are failing to really look at what’s happening... See more
Apple JUST quietly announced something that’s a lot BIGGER than it looks: "the Mini Apps Partner Program"
Apple is admitting that the future of software is embedded, lightweight, vertical mini-apps distributed inside bigger app
For founders who want to make $$ building... See more
My take on $AAPL investing in OpenAI:
1) This is a sign that Apple is not seeing a path where it makes sense to build a competitive, full feature LLM.
2) What that means is they are going to be reliant on OpenAI, Google, and maybe even Meta to deliver about a third of their AI features long... See more
Gene Munsterx.comPartner at top VC firm on the state of venture today.
“Most As we're seeing are still in 50m to 80m post and Bs are all over the map. But yea for the hottest companies, there seem to be no rules at the moment. Some funds seem to have lost their discipline - $100m valuation at seed! - and there's some partnerships where... See more
Gokul Rajaramx.com
~ It's official ~
This episode with @rabois is the most popular podcast I've ever recorded.
We talked about:
- How to find undiscovered talent
- Lessons from Peter Thiel
- The future of education
- Business lessons from... See more
Spent 7 hours researching a true master of small cap private equity:
- 586 transactions
- Acquire $1 million to $10 million EBITDA companies
- Average deal $12 million
- 72% IRR
- 7x cash on cash returns
He had two rare public... See more
PrivateEquityGuy (Mikk Markus)x.com