Let’s start with what's new: Germany and the Netherlands explore reform and academic research in the UK confirms that high uni equity stakes drive VCs away from spinouts. Labour’s Start-up Review adopted many of our proposals and the gov launched a long overdue policy review.
INVESTMENT
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US Needs Moonshot Public Investment in National AI Research Infrastructure
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Addressing this imbalance will require a significant public sector investment in AI on the scale of a moonshot, which will include the National AI Research Resource and national labs similar to CERN inside the U.S. N/
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Private Compute Dominance Threatens Critical AI Research Balance
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The vast amounts of compute and data required to train these systems is accessible only to private industry leaders, creating a significant imbalance in the AI development ecosystem putting at risk the critical basic science research of the tech needed for our moonshot. 4/
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Entegris: Semiconductor Play Amid AI Chip Growth
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Entegris: Buy it, a bright spot in semi-cap, says BMO Their protection against contaminants becomes more important as giant chips such as Nvidia H100 take up more wafer area. https://
thetechnologyletter.com/the-posts/ente
gris-buy-it-a-bright-spot-in-semi-cap-says-bmo
… $ENTG $AMAT $KLAC $LRCX $ASML $NVDA #investing #semiconductors #AI -
AI Impact on Software Development and Company Building
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@amasad sat down with @Nasdaq in partnership with @Wing_VC to discuss AI's impact on software development and how to build a company in today's environment. pic.twitter.com/fixkwcuRc1
— Replit ⠕ (@Replit) 20 juin 2023@amasad sat down with @Nasdaq in partnership with @Wing_VC to discuss AI's impact on software development and how to build a company in today's environment.
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Salesforce Ventures Doubles Investment in Generative AI Fund
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Salesforce Ventures doubles down on its generative AI fund https://actuia.com/actualite/salesforce-ventures-double-la-mise-pour-son-fonds-dia-generative/
… #AI #artificialintelligence #investments -
Chip Equipment Manufacturing Stocks and Market Analysis
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The TL Podcast for June 19th, 2023: Selling chip equipment https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-june-19th-2023-selling-chip-equipment
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $AMAT $ASML $KLAC $LRCX $AEIS $ACLS $ACMR $COHU $ICHR $NVMI $ONTO $TER $UCTT #investing #semiconductors #manufacturing -
Anthropic CEO predicts AGI timeline scaling laws insights
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True true. "Anthropic pitch deck, scaling laws, CEO of the biggest lab & the founder of the field saying it could be a few years away" This is the biggest finger in the wind methinks.
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VCs Creating Content Become Aspirational for Younger Founders
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Speaking to a lot of younger founders and realising: the VCs who create content have become top of mind and aspirational for them.
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National Compute Strategy: Investment and Timeline Ambitions Insufficient
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This needs to be matched with an acceptance that innovation can’t be done on the cheap. If you take something like the National Compute Strategy – the goals are entirely correct, but the investment and the timelines just aren’t ambitious enough.