Immoderata Tech #1
Welcome to Immoderata Tech, a newsletter about key developments impacting the broader technology ecosystem. Our goal is to both inform and educate our audience - ultimately to make you (and us) better technology investors. This newsletter is structured by topic for your reading ease. Immoderata is an investment group that invests in category-defining technology companies. If you are an angel investor (or want to be), feel free to join us and gain access to great deal flow. Let's jump in.
Markets
As the market resets, will we see a shift in focus away from valuations? We hope so…read more
Thoma Bravo’s acquisition of Coupa this past week sent a jolt of energy into tech circles. Here’s an interesting analysis of what the deal could signal for future M&A activity…read more
Artificial Intelligence
There is a rapidly growing need for the raw materials that enable us to read a newsletter like Immoderata Tech one on our phones, laptops, and tablets. The aims we have for EV adoption, etc. require large amounts of these raw materials. This is a fascinating look into technology that marries AI and geology to help find the mineral deposits that will power our future… read more
OpenAI’s new ChatGPT is part of the current zeitgeist in Silicon Valley, evoking a range of reactions. Here’s an interesting reflection on what tools like ChatGPT could mean for our economy…read more
Climate
The cost of electric car ownership is now on par with gas-powered cars… read more.
Latin America
A good overview of the growing tech opportunity in Latin America…read more
General
We have seen the power of incentives over the course of this pandemic. This is a helpful piece for reflection on how we, in life and business, can be more mindful of the incentives we’re designing and responding to…read more
A thoughtful piece on why most competitive advantages die… read more.
Jack Dorsey on an open internet protocol…read more.
Deep Dive
McKinsey on the state of AI… read more.
Until next time.
P.S. - Feel free to email us or text with questions, comments, or feedback. We love hearing from you!
This newsletter does not constitute an offering or form part of any offering or any solicitation of any offer to subscribe to or purchase any investment by Immoderata, LLC, nor shall it or the fact of its distribution form the basis of, or be relied upon in connection with any contract therefore. Any such offer will be made only by means of definitive investment offering documents. The information included in this newsletter is subject to change without notice to any recipient.