Tech Balkanization Accelerates Amid US‑China Power Struggles
US forced China to sell TikTok. China stops acquisition of Manus. Strategic tech warfare. Balkanization of tech continues.
Industry Shortsightedness Ignoring China’s Long‑Term Threat
This is a good example from the aerospace (Boeing/Aerospace/Bombardier) industry. Such examples are happening right now in automotive, energy, robotics, defensetech, and more… We are being short-sighted on internal competition, and on the long term threat from China.
VC Overload Trains Brain for Distraction, Hinders Focus
VC job can be hyper-stimulating - overload of information with constant need to 'respond'. Emails, texts, DMs, social media, papers, articles, podcasts and more... I am reading up more on "acquired attention deficit" or "situationally induced attentional dysfunction." Constant interruptions -...
Weight‑loss Meds Hit 8% of U.S. Prescriptions.
wow. "... the weight-loss drugs accounted for nearly 8% of all U.S. prescriptions in March" -- Axios Vitals
Immigrants Power America’s Future Through Opportunity
I grew up in Pakistan barely able to afford a bicycle. Today I drive a Tesla with FSD through Silicon Valley and invest in companies building the future. That gap, from there to here isn't about me being smarter than anyone....
Start Easy, Build Hard: Speed Wins in Today’s Market
Easiest time in history to start a company. Hardest time to build one. The founders who make it know something others don't — and they're paranoid enough to assume that advantage is temporary. They don't just build moats. They also build speed. @bradporter_...
Seed Managers Push SPVs to Co‑invest in Growth
There is a lot of truth in that statement. And also, many seed managers saying “wait, why don’t I also raise an SPV and invest alongside you in the growth stages.”
Visual Intelligence Empowers Agents in the New Era
From Michael Fleischman, cofounder of @openspaceai. "Agents with eyes-Visual Intelligence in the agentic era" https://t.co/n0po94WB8w
Many Raise $10‑100M via SPVs in Top Startups
Incredible how many people I run into who are raising $10-100m each in SPVs in high flying companies.
Nominal.io Secures $53M IDIQ to Modernize Hardware Development
Excited to see @redglassvc portfolio company @Nominal_io receive this $53M IDIQ award. We are believers in this team, and their product roadmap to modernize hardware development and testing.
Networking with Security Leaders at Stanford Panel
Attending a panel discussion at Stanford on “Investing in National Security”. Great leaders here from Lockheed Martin, Brave Capital, InQTel, and Harpoon. Wore a jacket I must not have worn for a while. Stack of old business cards in...
Top Firms Will Monopolize Elite AI Models, Others Left Behind
Eery feeling that we may be about to enter a phase when only top model companies will have access to the best models. Others may either need to contend with lesser models and hope those are good enough to get...
Thoughtful VCs Back Real Businesses, Not Just Inflated Valuations
Many heat-seeking VCs are investing in startups that they expect to become merely more highly valued startups. Thoughtful/craft VCs invest in startups that become businesses. Businesses have products that real customers buy, giving you real revenues, and real margins.
Early-Stage Investing Thrives on Trust, Not Transactions
It’s unfortunate to hear some investors - and even founders - argue that early-stage investing is becoming purely transactional…just an “access” game. That view is not only wrong, it’s dangerous. Great companies aren’t built through transactions. They’re built over time—through uncertainty, setbacks,...
Three Roots Framework Resonates; Inspires Personal Growth
The “three roots” framework from Aaliya really resonated with me. Felt like it was speaking to me — both how I have tried to model my life to date, and how I want to continue to become better. So excited...