Author: Broos

  • How big is Bitcoin?

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    Big. This is a fun and insightful comparison between Bitcoin as an IPO (since Bitcoin ETFs – Exchange Traded Funds – became available recently) and other tech IPOs. Bitcoin has limited utility value, just imagine what Ethereum as an IPO would look like. That is store of value combined with utility value. https://tomtunguz.com/btc-etf-flows/

  • China and AI dominance

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    The New York Times has a piece on the China’s Rush to Dominate A.I. Comes with a Twist: It Depends on U.S. Technology. It argues that China is at least a year behind on the U.S. and its A.I. Efforts are based on U.S. open source models and chip technology. It misses a key point…

  • Investor bets

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    This article is a good reminder for founders from around the world pitching to investors in the Bay Area. Also worth noting is this list for the main bet the investors makes at each funding round: Pre-seed Bet on the team Seed Bet on the product Series A Bet on the traction Series B Bet…

  • Quote – Patience

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    “Patience is more than simply learning to wait. It is having learned what is worth your time.” J.M. Storm

  • Future Friday – driverless taxis are live

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    Progress is made in small steps over many years. Most project take longer to become reality than initially expected. Both these cliches hold true for autonomous vehicles as well. The buzz about autonomous driving is peaking for a while already and we reach new (small) milestones on a regular basis. ‘Is this still news?’ you…

  • Future Friday – Blockchain bear markets

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    Fred Wilson, an experienced VC, has a nice piece on the current cryptocurrency bear markets. In this piece he compares where we currently are with the price of Amazon shares. After the internet bubble Amazon shares fell from a high of $90 to a low of $6. Kind of comparable to the price of most…

  • Enthusiasm

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    None are so old as those who have outlived enthusiasm. Henry David Thoreau This quote is a subtle reminder of the power of enthusiasm. The ability to motivate team members, investors, early evangelists, etc. depends to a large extent on the natural enthusiasm (not the faked type) that founders radiate. It is therefore one of…

  • Future Friday: Computational photography

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    Since the introduction of digital photography, advancements have mostly been hardware based. Enhancing photos was largely called editing and a separate activity from actually taking the picture with your camera. With the omnipresent camera phone the software aspect of photography has become bigger and bigger. Camera’s have become better at detecting the type of scene…

  • Experiment

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    “What good is an idea if it remains an idea? Try. Experiment. Iterate. Fail. Try again. Change the world.” – Simon Sinek As a strong believer and practitioner of the lean startup and validation principles I’m currently in a phase where I’m validating a number of ideas. Some are easy to validate, some take more…

  • Motivational Monday – Rise and Shine

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    It requires discipline to achieve your dreams. To get up every morning, kick into gear and execute on your daily grind. You win your day when the alarm clock goes off and that’s especially hard on Monday. But you made it today and to keep you motivated to do it again the rest of this…