Immoderata Tech #10
Welcome to the latest edition of Immoderata Tech, a newsletter about developments in 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.
For the investors in our audience, we have a few great deals in the pipeline that we will be offering to syndicate members. If you are potentially interested in investing, feel free to join us and gain access to excellent deal flow.
Let’s dive in.
Immoderata News
We are hosting a roundtable on June 29th in DC around the future of AI. If you touch the industry and are interested in attending, reply to this email and let me know.
Portfolio company ChargerHelp was recently featured on CNBC’s Power Lunch.
Fintech
Fintech companies are using AI to achieve personalization at scale… more here.
Generative AI is coming for insurance… more here.
Big Data and AI
Big AI players are now calling AI a potential “extinction-level” technology in efforts to urge regulators to take action… more here.
How small can chips get?.. More here.
“Inaction breeds doubt and fear. Action breeds confidence and courage. If you want to conquer fear, do not sit home and think about it. Go out and get busy."
Dale Carnegie
Climate
JP Morgan to purchase $200M in carbon removal… more here.
Why AI is the next big bet for ClimateTech… more here.
Edtech
Edtech companies like Chegg and Duolingo are putting on a brave face in light of competition from GPT bots… more here.
The impact of AI in Edtech… more here.
“Never confuse motion with action. “
Benjamin Franklin
Cloud
Cloud deployments are expected to drive growth for SaaS players… more here.
Product-led cloud spend expected to slow as companies look to consolidate vendors… more here.
Other Stuff
Knowing what to pay attention to is one of the keys to doing something substantial… more here.
Functional vs. unit organizations… more here.
“Action speaks louder than words but not nearly as often.”
Mark Twain
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.