🚀 Venture Capital - Private Tech Companies

🚀 Venture Capital - Private Tech Companies

A third of $150B+ tech companies are still private, yet 8 of the top 10 S&P 500 are part of the same industry. The old 5-10% allocation into venture is a ticket that may leave LPs without a seat.

Key Points:

• Private Tech Companies: The tech industry has seen a significant shift in recent years, with many companies remaining private despite their large valuations. This trend is driven by the desire for companies to maintain control and flexibility in their growth strategies.

• LPs and Venture Capital: Limited partners (LPs) who invest in venture capital funds are often seeking returns that are not being met by traditional public markets. The private tech industry offers a unique opportunity for LPs to access high-growth companies, but the allocation to venture capital is often limited.

• Implications for LPs: The current allocation to venture capital may leave LPs without a seat at the table, as many private tech companies are not accessible through traditional investment channels.

🔗 Resources:

• Original post ↗
• Original source
• Murph Capital ↗
• Brief description (max 8 words, no colons inside descriptions) [Venture Capital Insights]

🚀 Venture Capital - Exceptional People

Venture at its best. Backing exceptional people before the outcome is obvious, & staying close long enough to watch the thesis compound. @DStrachman , @William_Blake , @trsohmers , @mitesh711 and the entire, @1517fund + @positron_ai fams. Happy to be along for the ride.

Key Points:

• Backing Exceptional People: Venture capital at its best involves backing exceptional people who have a clear vision and the ability to execute. This requires a deep understanding of the entrepreneur's strengths and weaknesses.

• Staying Close: Staying close to the entrepreneur and the company is crucial to understanding the progress and challenges they face. This allows the venture capitalist to make informed decisions about the investment.

• Thesis Compound: The thesis compound refers to the idea that the investment will compound over time, providing a significant return on investment.

🔗 Resources:

• Original post ↗
• Original source
• 1517fund ↗
• Brief description (max 8 words, no colons inside descriptions) [Venture Capital Insights]

📈 Oil Market - Time Spreads

The oil market is quietly inching up to levels we saw in the spring. But, unlike then, global oil stocks are bullish. Here's my 2 cents on the market this year, as told through time spreads. The difference between the price for a commodity today versus in a few months is a

Key Points:

• Time Spreads: Time spreads refer to the difference in price between two different time periods. In the context of the oil market, this can be used to understand the market's expectations for future prices.

• Global Oil Stocks: The global oil stocks are bullish, indicating that investors are optimistic about the future of the oil market.

• Market Expectations: The difference between the price for a commodity today versus in a few months is a key indicator of market expectations.

🔗 Resources:

• Original post ↗
• Original source
• RagingVentures ↗
• Brief description (max 8 words, no colons inside descriptions) [Oil Market Insights]

🚀 Venture Capital - Alphabetical Order

Alphabetical order or not, seeing myself second on @PhotonCapital ’s list is crazy. Just a retail investor with an appetite for all kinds of random trivia, so I really appreciate the kind words. Time to make this timeline even more worth following!

Key Points:

• Retail Investor: The author is a retail investor who has achieved success in the venture capital space.

• Appreciation: The author is grateful for the recognition and kind words from @PhotonCapital.

• Timeline: The author plans to make their timeline more worth following.

🔗 Resources:

• Original post ↗
• Original source
• PhotonCap ↗
• Brief description (max 8 words, no colons inside descriptions) [Venture Capital Insights]

🚀 Persimmon - Model of Human Conversation

Persimmon is a genuinely different idea: a model of how people actually talk, not another assistant. Proud to support @humansand on this launch with DeepCluster, a dedicated NVIDIA Blackwell cluster we deploy and operate. Excited to see where it goes. https:// deepinfra.com/deepcluster

Key Points:

• Persimmon Model: The Persimmon model is a unique approach to human conversation, focusing on how people actually talk.

• DeepCluster: DeepCluster is a dedicated NVIDIA Blackwell cluster used to deploy and operate the Persimmon model.

• Support: The author is proud to support @humansand on this launch.

🔗 Resources:

• Original post ↗
• Original source
• 500GlobalVC ↗
• Brief description (max 8 words, no colons inside descriptions) [Persimmon Insights]

🚀 AI Performance Engineering

we launched the most comprehensive ai performance engineering repo in the world last week now we'll be posting every single resource this is Wafer's ai performance engineering series save this as your starting point. links in thread part 1: "All About Transformer

Key Points:

• AI Performance Engineering: The author has launched a comprehensive AI performance engineering repository, providing a starting point for developers.

• Wafer's AI Performance Engineering Series: The repository is part of Wafer's AI performance engineering series, which will cover various topics related to AI performance engineering.

• Starting Point: The repository is designed to be a starting point for developers looking to improve the performance of their AI models.

🔗 Resources:

• Original post ↗
• Original source
• ycombinator ↗
• Brief description (max 8 words, no colons inside descriptions) [AI Performance Engineering]

🚀 Algolia Implementation Skills

Algolia Implementation Skills, now live: index management search config InstantSearch crawler setup Agent Studio builds works with @claudeai Code, @cursor_ai , @OpenAI Codex, and other AI coding agents. one install command. fully open source. Get started:

Key Points:

• Algolia Implementation Skills: The author has launched Algolia Implementation Skills, providing a comprehensive guide to implementing Algolia.

• Index Management: The guide covers index management, search configuration, and InstantSearch crawler setup.

• Agent Studio Builds: The guide also covers Agent Studio builds, which work with various AI coding agents.

🔗 Resources:

• Original post ↗
• Original source
• PointNineCap ↗
• Brief description (max 8 words, no colons inside descriptions) [Algolia Insights]

🚀 ChartMogul - Settings Overhaul

We just overhauled Settings in ChartMogul. Settings now has its own home dashboard – because apparently we really do love dashboards – giving admins a much clearer view of their workspace and setup. We also added a new Getting Started page and made dozens of smaller

Key Points:

• ChartMogul Settings Overhaul: The author has overhauled the Settings section in ChartMogul, providing a more intuitive interface for admins.

• Home Dashboard: The new home dashboard provides a clear view of the workspace and setup.

• Getting Started Page: The author has also added a new Getting Started page to help new users get started with ChartMogul.

🔗 Resources:

• Original post ↗
• Original source
• PointNineCap ↗
• Brief description (max 8 words, no colons inside descriptions) [ChartMogul Insights]

🚀 Legal AI - Investment Thesis

New post: "Legal AI is far from being done" https:// writing.pointnine.com/p/legal-ai-is- far-from-being-done … It's a short explanation of our investment thesis for a new research lab out of Tübingen called @grubelai Hope that sparks some interest!

Key Points:

• Legal AI Investment Thesis: The author has written a post explaining their investment thesis for a new research lab focused on legal AI.

• Grubelai Research Lab: The research lab is based in Tübingen and is focused on developing new AI technologies for the legal industry.

• Investment Thesis: The author's investment thesis is centered around the idea that legal AI is still in its early stages and has significant potential for growth.

🔗 Resources:

• Original post ↗
• Original source
• PointNineCap ↗
• Brief description (max 8 words, no colons inside descriptions) [Legal AI Insights]

🚀 Legal AI - Frontier Models

Looking at Harvey's latest round announced yesterday, one might think "legal AI is done". Our take is that it's not. The performance of frontier models on legal tasks is still very far from where coding models are. Part of the solution is to specialize models. Meet @grubelai ,

Key Points:

• Frontier Models: Frontier models are a type of AI model that is still in its early stages of development.

• Legal Tasks: The performance of frontier models on legal tasks is still far from where coding models are.

• Specialize Models: The author believes that part of the solution to improving legal AI is to specialize models.

🔗 Resources:

• Original post ↗
• Original source
• PointNineCap ↗
• Brief description (max 8 words, no colons inside descriptions) [Legal AI Insights]