Japan, still officially a pacifist nation, is investing in defense-related startups. But it must still overcome a risk-averse culture that has led to little venture capital spending. https://t.co/4vIhh1RjLh ...

And if you look at private equity, pull up that chart I had there. This is just stunning how big this industry is getting. You know, $5 trillion is what we're up to here.And it just keeps growing. >> I I think private equity is totally screwed. I I don't think Silver Lake or Infinity or this deal are screwed, but I think private equity in general is totally hosed.>> All right. Well, it's gotten huge just since 2015 and tripling in size. So why is this I guess my question for the gentleman here and for the a ...

Meet The Investor Who Sold His Coffee Shop And Raised $186 Million To 'Disrupt' Venture Capital https://t.co/zFHGCmELRE ...

private equity in general is totally owed. I think the history of this is important. There was a long-standing belief that the best way to generate the best risk adjusted return was to have what's called a 60/40 allocation.60% to bonds and 40% to equities. Over many years, especially when we artificially suppressed rates at zero, a lot of people started to move their allocations away from 60/40 and they started to make more and more investments further out on the risk curve. The biggest beneficiaries of tha ...

Let's welcome in low Tony. He's Plexo Capital founder and managing partner with me here on sets. Good to see you. >> Good to see you.>> What do you make of what Bezos said. >> I think what he said is spot on. I truly do believe that this is a boom time for AI.But the question becomes, and we talked about this with your colleague John on overtime, what's the analogy here. Is this, you know, more of a a buildout of the dark fiber that unfortunately the Worldcoms of the world were not able to benefit from beca ...

Venture capitalist Jim Breyer made his first billion from Facebook two decades ago when it was far from a sure thing. Now, with his two adult sons as partners and a family tragedy behind him, he’s got another big win and ambitions to reinvent healthcare. (Photo: Cody Pickens for Forbes) https://t.co/AS7iw0hYAl ...

Future of Finance - The discussion revolves around the future of finance, crypto, and AI [1] - The central theme is the concept of everything becoming a token [1] Key Individuals - Micky Malka, described as one of the greatest VCs, shares insights [1] - Micky Malka is portrayed as someone who "literally sees the future" [1]

Core Insights - A new SPAC named "American Exceptionalism" launched by Chamath Palihapitiya raised $345 million to acquire startups in energy, AI, crypto/DeFi, or defense sectors [1] - Palihapitiya advises retail investors against purchasing the stock, with only 1% allocated for public trading and 98.7% sold to large institutions [2][3] - The SPAC market has shown poor post-merger returns for investors, leading to skepticism about their viability, as highlighted by the Yale Journal on Regulation [4] Group 1 - The SPAC aims to convert acquired startups into publicly traded entities, focusing on high-growth sectors [1] - Palihapitiya's warning to retail investors emphasizes the volatility and risks associated with SPAC investments, suggesting they are better suited for institutional investors [2][3] - Historical performance of Palihapitiya's previous SPACs indicates significant losses, with many down over 90% from their launch date [4] Group 2 - Goldman Sachs previously banned itself from underwriting SPACs for three years but has resumed involvement, reflecting a shift in market sentiment [4] - A poll conducted by Palihapitiya revealed that 71% of respondents opposed the launch of new SPACs, indicating a lack of confidence in the SPAC model [4]

UpSummit Overview - UpSummit 在 Bentonville 举办第五届，已从最初的“飞行汽车峰会”发展成为涵盖国防、能源、技术和教育等领域的综合性峰会 [2][3] - UpSummit 代表着远见、努力和激情，旨在创造原本不会自然发生的事物 [5] Technology and Investment - Commonwealth Fusion 在 UpSummit 上的会面推动了核聚变能源的发展，预计将在 30 个月内实现突破，对国防、人工智能和清洁能源具有重要意义 [6][7] - Beta Technologies 是一家电动垂直起降飞行器公司，在首届 UpSummit 上获得投资，目前正准备上市，并在国防和运输领域取得进展 [8][9] Manufacturing and Re-industrialization - Stuart Walton 共同创立了一家飞机制造公司，该公司目前已向全球客户交付约 115 架飞机，并正在开发消防飞机 [10][11] - Stuart Walton 对制造业的再工业化和回流充满热情，认为加强美国的整体制造能力至关重要 [12][13]

Investment & Venture Capital - Jim Breyer made his first billion (十亿) from Facebook two decades ago [1] - Jim Breyer, with his two adult sons as partners, has another big win and ambitions to reinvent healthcare [1]