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I agree with you @kyleichan, the rationale as venture investor is different from national strategy. As I added, perhaps it’s time to apply the Chinese playbook in Europe / US and invite new Chinese tech leaders to JV here and play ca up. Northvolt might have worked out this way.
Imagine the innovation unleashed if all OUR smart quant trading people were told by their government - like the CCP told DeepSeek’s sub 200 staff who until recently ran a quant trading hedge fund - that they were no longer allowed to waste their time and talent on financial…
User interface matters. Mass adoption happens at the application layer. And there is still rapid design competition for scalable UIs for AI. Example: Crypto didn’t take off because everyone could have their own local wallet free from custodian oversight, it took off because…
🤖 🚀 If DeepSeek is the "Sputnik moment for AI"as @pmarca says, what does that mean for the race to win the competition for global platform dominance? 🇨🇳 🇺🇸 In all other global internet categories, platform leadership has been split between US and Chinese tech majors. Google…
I'm from Berlin. Afghanistan gets better tech than Europeans now. It's not a joke. It's the result of 30 years of suffocating regulation. And now, the EU's new AI Act is about to make it 10x worse. Here's the tragic story of how the EU is killing our tech future 🧵:
Our UNSUSTAINABLE series continues, this time with a focus on industrial heating which is responsible for 12 GtCo2e per year of global GHG emissions and 19% of global energy use. #IndustrialHeat #ClimateTech #SustainableSolutions #Gigacorn 2150-vc.medium.com/unsustainable-…
Hey @Apple, please come back with your #CarbonNeutrality claims when you can offer me a replacement for this broken screen. Thank you.
“[Europe is] going to regulate all innovation out of Europe and not embrace [AI] to take them forward” - on the most insightful discussions about AI i have heard @twentyminutevc open.spotify.com/episode/6x6DlR…
Singapore does the obvious that others fail to even debate seriously in places where the housing crisis remains endemic: Make non-resident and second property investments unattractive through taxation. Simple. on.ft.com/3VhVr5y
ft.com
Singapore doubles property stamp duty for foreigners to 60%
City-state takes action to cool housing boom partly driven by mainland Chinese buyers
The impending #DataAct promises to unlock €270bn of GDP in the EU from free flow of data, but much of the data from connected devices used by business could end up as closed-source property of manufacturers. This could kill a lot of innovation. 😱 euractiv.com/section/data-p…
Spoke with @edmballard at @WSJ about the challenge of #climatetech debt financing that #SVB was increasingly offering. @2150 @luxwall_inc
Silicon Valley Bank's collapse threatens a key source of financing for entrepreneurs trying to reduce carbon emissions. “I don’t see anybody rushing in to fill that hole.” on.wsj.com/3JGLNFi
wsj.com
SVB Collapse Threatens Funding Source for Climate Startups
Companies trying to cut carbon emissions worry that lenders won’t fill the gap for projects that need a lot of capital.
Let’s enjoy the rest of the weekend shall we 👀😄 (CET) 👏🏻 to the Fed for once. #svb
US banks have roughly $620bn of unrealised losses. Their overall equity is $2.2tn. That is 28% of equity & includes banks like JPM or Citi where the ratio is much lower. For many smaller banks the ratio is close to 50%. So if a run were to occur they will be near dead like SVB!
🙏🏻💪🏻🇺🇸 US Government stepping up to the challenge at this critical juncture! 🏦 🏃♀️🏃♂️More bank runs may very well have been prevented by this message. Now follow through @SecYellen #svb #itsnotabailout ft.com/content/6a77d8…
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