Special SAP Innovation Awards Energy Tech Feature with Anselma Wörner Co-Founder Exnaton https://
x.com/i/broadcasts/1
yoKMZnzOyeGQ
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INVESTMENT
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SAP Innovation Awards Energy Tech Feature Anselma Wörner Exnaton
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Technology moats are rare but other competitive advantages exist
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i said there are very few _technology_ moats right now. there are a lot of other kinds of moats!
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Procore’s 14 Trillion Dollar Opportunity Quarterly Interview
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Yes! I interview them each quarter: https://
thetechnologyletter.com/the-posts/like
-an-aircraft-carrier-procores-bet-with-investors-on-a-14-trillion-opportunity
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Stock Buybacks and SBC Compensation in Tech Companies
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Yes that is true. On the other hand they have also been buying back stock to compensate for SBC, which will obviously no longer happen as well. Anyhow, this:
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Tech Stock Movements: Amplitude, Confluent Rise; Roku, Qualcomm Fall
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Eye of the Storm: Amplitude, Confluent rising, Roku, Qualcomm tumble // $AMPL $CFLT $ROKU $QCOM $FTNT $ZI https://
thetechnologyletter.com/the-posts/eye-
of-the-storm-amplitude-confluent-rising-roku-qualcomm-tumble
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PostgreSQL Analytics Suffices for Early-Stage Startups
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My hunch is that these days most startups could get away just fine with analytics on a beefy PostgreSQL instance, at least for their first few years before they start to really scale
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OpenAI Launches Converge Fund for AI-Powered Startups
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The OpenAI Startup Fund is launching Converge ($1M and advice) to help AI-powered startups. I can't think of a more interesting time to start a startup in recent memory. https://
openai.fund/news/introduci
ng-converge
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AI hype cycle: short-term overvalued, long-term underestimated
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AI is over-hyped in the short-term But massively under-hyped in the medium/long-term
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Evaluating Platform Sustainability: Entity Backing and Admin Trustworthiness
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I feel like I need to really dig into the overall sustainability of the options before I choose, figure out which ones have an entity behind them and a trustworthy admin team and are likely to maintain funding for the long term I was very affected by reading this: