Immoderata Tech #3
Welcome to the latest edition of Immoderata Tech, a newsletter about key developments impacting the broader technology ecosystem. Our goal is to inform and educate our readers - ultimately to make you (and us) better technology investors, operators, and advisors.
Immoderata is an investment group that backs in ambitious 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.
AI & Computing
Remember how quantum computers were supposed to save us? The hype machine appears to be dying down. More here.
This is a fantastic breakdown of the disruption Apple, Amazon, Meta, Microsoft, and Google could lead with the help of AI. More here.
This wave of generative AI is growing rapidly, and this piece does a nice job outlining what the future could look like for startups building in this space and questions that still need to be answered More here.
Climate
The US is spending big money in an attempt to onshore the EV supply chain. More here.
EV price war? Great for customers, perhaps not for suppliers. More here.
Crypto
Reflection by TCG's crypto team on what they learned in 2022 and how their thinking has changed around the consumer. More here.
3 blockchain use cases beyond crypto. More here.
Investing & Operating
Our decisions are frequently impacted by cognitive biases. Here are a few common ones. More here.
Oliver Wyman breaks down its analysis of the key customer personas to build for as we step into the future. More here.
What's a few million customers between friends? JP Morgan sues startup founder for misleading the bank around customer numbers; founder fights back. More here.
Markets
With a debt crunch looming, many tech companies are between a rock and a hard place. More here.
Venture capital’s silent crash. More here.
Sequoia Capital has cut fees in newer funds amid a broader ecosystem slowdown. More here.
Newer technology ecosystems are gaining steam across the United States. This is a good analysis on markets worth paying attention to. More here.
Deep Dive
The taxonomy of competitive MOATs. More here.
Parting Thoughts
The world doesn’t pay you for what you know; it pays you for what you do.
Jack Canfield
When everything seems to be going against you, remember that the airplane takes off against the wind, not with it.
Henry Ford
Rarely do we find men who willingly engage in hard, solid thinking. There is an almost universal quest for easy answers and half-baked solutions. Nothing pains some people more than having to think.
MLK
Until next time,
Eric
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.