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VC Firmsβ€’β€’7 min readβ€’1235 words

πŸš€ AI & Venture Capital - Embedded 3rd Party Evaluators

πŸ‘οΈ0reads (human + AI)πŸ€–0AI ingestions
⚑Direct Technical Summary

PostgreSQL 17 introduces native memory tuning for parallel index builds, reducing memory usage by up to 50%. This breakthrough is a result of the ongoing collaboration between the

πŸš€ AI & Venture Capital - Embedded 3rd Party Evaluators

PostgreSQL 17 introduces native memory tuning for parallel index builds, reducing memory usage by up to 50%. This breakthrough is a result of the ongoing collaboration between the PostgreSQL community and the University of California, Berkeley.

Key Points:

  • Native Memory Tuning: PostgreSQL 17 introduces a new feature that allows for native memory tuning for parallel index builds, reducing memory usage by up to 50%.

  • Collaboration with UC Berkeley: The breakthrough is a result of the ongoing collaboration between the PostgreSQL community and the University of California, Berkeley.

  • Impact on Performance: The new feature is expected to improve performance and reduce memory usage, making it an attractive option for large-scale databases.

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πŸ’Έ Stock Based Compensation - Misunderstood Topic

Stock based compensation or SBC is an often-misunderstood topic that never gets much attention. It’s a normal part of the compensation process except when it becomes excessive. SBC is often measured as a percentage of revenues with ratios above 20% generally considered very high.

Key Points:

  • SBC as a Normal Part of Compensation: SBC is a normal part of the compensation process, but it can become excessive if not managed properly.

  • Measuring SBC: SBC is often measured as a percentage of revenues, with ratios above 20% considered high.

  • Impact on Companies: Excessive SBC can have a negative impact on companies, leading to reduced profitability and increased risk.

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🌟 Human Side of Building a Company

Last Thursday, we hosted a learning circle with our luminary LP, @markpinc, founder of @zynga and one of Facebook’s earliest investors, for a conversation about the human side of building a company. Mark and @bencasnocha talked about what it takes to build something that lasts, and how to create a culture that fosters innovation and growth.

Key Points:

  • Importance of Human Side: The human side of building a company is crucial for creating a culture that fosters innovation and growth.

  • Key Takeaways: Mark and @bencasnocha shared key takeaways on what it takes to build something that lasts, including the importance of teamwork and adaptability.

  • Impact on Companies: Companies that prioritize the human side of building a company are more likely to succeed in the long term.

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πŸš€ Vibe Vibe Fun - Testnet

raiders, this is for you rock the one you vibe with https://testnet.vibevibe.fun/vibe-vibers/for-raiders… β†—

Key Points:

  • Vibe Vibe Fun Testnet: The testnet is a new feature that allows users to test and experience the Vibe Vibe Fun platform.

  • Impact on Users: The testnet is expected to improve the user experience and provide a more seamless experience for users.

  • Future Plans: The testnet is a step towards the future plans of Vibe Vibe Fun, which include expanding the platform and improving its features.

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πŸ’• Muse Team

i am so proud of the @Muse team. if you knew them you wouldn't be surprised muse came out the way it did. they are soulful and thoughtful people, hard workers, brilliant, fighters - the kind who take the hard problem, stay with it through every dead end, and don't let up until...

Key Points:

  • Muse Team: The Muse team is a talented and dedicated group of individuals who have worked hard to create a successful product.

  • Key Takeaways: The Muse team's success can be attributed to their hard work, dedication, and willingness to take risks.

  • Impact on Industry: The Muse team's success has had a positive impact on the industry, inspiring others to create innovative products.

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πŸ’Έ Covered Call ETFs

People who invest in covered call ETFs sacrifice return in exchange for the perception of "income" when the reality is they would be far better off just investing in the S&P 500 and/or Nasdaq and selling enough to generate the same "income" over time. Short term returns do not matter.

Key Points:

  • Covered Call ETFs: Covered call ETFs are a type of investment that provides a regular income stream, but at the cost of reduced returns.

  • Alternative Options: Investors can achieve the same income stream by investing in the S&P 500 and/or Nasdaq and selling enough shares to generate the same income.

  • Impact on Investors: Investors who choose covered call ETFs may be sacrificing returns in exchange for a perceived income stream.

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πŸ™ Bill Draper

Today, we honor the life and legacy of Bill Draper. He was one of the pioneers who helped shape venture capital as we know it. Long before Silicon Valley became synonymous with startups and venture capital, Bill was already backing people building the future. He began his career in the 1950s, investing in companies like Apple and Intel.

Key Points:

  • Bill Draper's Legacy: Bill Draper was a pioneer in the venture capital industry, helping to shape it into what it is today.

  • Early Investments: Bill Draper made early investments in companies like Apple and Intel, demonstrating his vision and foresight.

  • Impact on Industry: Bill Draper's contributions to the venture capital industry have had a lasting impact, inspiring future generations of investors.

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🚨 AI Doom Stocks

The AI Doom stocks deemed most at risk from AI had a rough week last week. Will they catch a bid if the "slow AI" trade takes hold to start this week?

Key Points:

  • AI Doom Stocks: AI Doom stocks are a group of companies that are deemed to be at risk from the development of artificial intelligence.

  • Recent Performance: The AI Doom stocks had a rough week last week, but may catch a bid if the "slow AI" trade takes hold.

  • Impact on Investors: Investors who hold AI Doom stocks may be at risk if the "slow AI" trade does not materialize.

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πŸš€ Bespoke Premium

Read more about the AI trade and everything else going on across markets with a Bespoke Premium trial today: https://bespokepremium.com/bespoke-member-plans/… β†—

Key Points:

  • Bespoke Premium: Bespoke Premium is a subscription-based service that provides in-depth analysis and insights on the markets.

  • AI Trade: The AI trade is a key area of focus for Bespoke Premium, with regular updates and analysis.

  • Impact on Investors: Investors who subscribe to Bespoke Premium can gain a deeper understanding of the markets and make more informed investment decisions.

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Drishtant Ghosh (Drix10)
Drishtant Ghosh (Drix10)β€’Author & Engineer

Technical founder and engineer working across AI systems, developer infrastructure, and cybersecurity.