Similar to my previous posts (see here), I like to write about the sectors or categories that surprise me by how much money goes into a particular sector while I am going through all the VC deal flow. The next sector I would like to cover is travel. I will admit my negative bias stemmed from the fact that I genuinely thought the travel category was fairly boring from an investment perspective. This was based on my assumption that we had seen travel agents go online many years ago, then fragment into their respective categories and then mature players have…
Part 1- Thesis
They say writing forces clear thinking, so I thought I would take the time to write out a personal thesis I have had, for some time, about investing in AI/ ML companies.
In this landscape, there will be some big winners albeit, maybe in smaller markets. The winners will be distinguished, in my mind, as those who target high-value problems and obtain greater predictive power and create virtuous data loops. These companies might obtain exclusive access not only to an original data set but to constant updates creating a valuable learning machine. …
Each week I go through every VC deal in Europe and Israel. As per my tweet below, it’s surprising the number of food deals I come across. Of course, this sparked my curiosity. Especially considering the investment levels flowing into the food stack in recent years. Think— discovery (FourSquare, YELP) and delivery (UberEats, Deliveroo etc).
How many deals are we talking about?
Current BTC Price: $6300 USD
Firstly, I don’t claim to be an expert on Bitcoin mining , I just wanted to figure it out. I’ve seen on Twitter/ Mediasphere many different reports and numbers that producers need to make money. I thought I’d document my thoughts and hopefully someone more experience in the field can tell me where I might be going wrong.
For those who would want the short story, unless factors dramatically change — for example price (up a lot), hash rate (down, never happened) I can’t see mining being profitable for a long time. I…
Investing @angularventures -Tech + Markets.