1) As we’re already seeing in Ukraine, the way wars are fought and democracies defend themselves is changing. US VCs recognised this years ago and are acting. The defense tech entrepreneur community is building. Meanwhile, Europe is still lagging behind.
@nathanbenaich
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Government Barriers to Digital Defense Innovation and VC Investment
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2) This is partly VC's fault but governments are their own worst enemies on digital transformation. Slow procurement, low risk tolerance, and reliance on lame incumbents. This makes it very hard to build sustainable new defense businesses.
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European Dynamism: Democracy Beyond Grocery Delivery Apps
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My call for European Dynamism is in print @FT today *Democracy won’t defend itself with the next grocery-delivery app.* Here’s the diagnosis and what needs to happen:
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NVIDIA Q1 2024 Earnings Report Analysis
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Link https://
cnbc.com/2023/05/24/nvi
dia-nvda-earnings-report-q1-2024.html
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Nvidia’s Earnings Beat Highlights Market’s AI Misunderstanding
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What’s more mad than a mad good earnings beat by @nvidia is how the Street *still* doesn’t understand AI. Tbh they’re not alone.
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Eric Lander Fireside Chat on AI, Science and Policy
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Can’t wait to host a fireside chat with Eric Lander at @raais 2023 in London. Amongst many achievements, Eric is Founding Director @broadinstitute
, Chief Scientist @science4america
, Prof @MIT
, and more. We’ll talk ambitious science, policy, AI… -
AI World Moving Fast: Recent Chat Recording Insights
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Enjoyed this chat! Recorded a few weeks ago, which gives you a sense of just how fast the AI world is moving.
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Winning as a Startup: Focus on Non-Obvious Opportunities
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Focus on the less obvious stuff where you can win as a startup.
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Incumbents Distribution Advantage Over AI Startups Long Term
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Incumbents can be a bit slow to push new features, but they benefit from distribution.
— Nathan Benaich (@nathanbenaich) 23 mai 2023
Adobe’s AI is one of those first order problems where new startups might look like a great bet until their incumbent peer wakes up.
Then long term, the startup is no longer the right bet. https://t.co/LkhEDCX3bOIncumbents can be a bit slow to push new features, but they benefit from distribution. Adobe’s AI is one of those first order problems where new startups might look like a great bet until their incumbent peer wakes up. Then long term, the startup is no longer the right bet.