Industry Event - TechCrunch's Disrupt 2025 will explore whether startups still need Silicon Valley [1]

Talent Acquisition - Silicon Valley's recruitment efforts for top talent have reached a new peak [1]

For most of history the safest prediction has been that things will continue much as they are. But sometimes the future is unrecognisable. The tech bosses of Silicon Valley say humanity is approaching such a moment https://t.co/NXxtZTtkH8 ...

Four Silicon Valley investors and entrepreneurs debate economics and tech on their podcast. It’s among the most popular in the U. S.—and a force in Washington. 🔗 https://t.co/ZLVfGeocdz https://t.co/cAH3torxeN ...

Four Silicon Valley investors and entrepreneurs debate economics and tech on their podcast. It’s among the most popular in the U. S.—and a force in Washington. https://t.co/GrEUNPbgCD ...

Our podcast on markets, the economy and business. This week, why the investors of Silicon Valley want to keep hold of startups for longer https://t.co/fFbEL84rwZ ...

In Silicon Valley, old-school spreadsheet measures are out, while valuing by vibes is in. Startups are raising billions before even making a dollar https://t.co/iccSCDBBsj ...

Industry Trend - Silicon Valley is experiencing a military boom, attracting new players [1] Business Development - An arms dealer is entering Silicon Valley, indicating a shift in the industry landscape [1]

Macroeconomic Analysis - Higher interest rates are exposing imbalances, leading to an unwind of capital misallocation dating back to 2008 and potentially 1989 [1] - The US stimulus post-GFC attracted capital due to its financial infrastructure [2] - A major capital rotation towards Europe and the rest of the world is underway, rebalancing global capital flows [4] - Zero percent interest rate policies masked underlying imbalances, now exposed with rates at 45%-5% [20][21] - Global synchronous growth is possible due to stronger US performance, surprising Chinese retail sales and exports, and Europe releasing its debt brake on fiscal spending [28] Defense Spending and Industrial Policy - Europe's lack of a military-industrial complex has hindered its technological development [3] - Increased defense spending, potentially reaching $14 trillion, could stimulate a major CapEx boom cycle [4][5][6] - Private capital is crucial for efficiently allocating capital in Europe's defense sector, balancing control and market pressure [13][14] - Europe has a hidden defense sector with many dual-purpose companies, presenting investment opportunities [16] Energy Security and Transition - Energy security, not climate concerns, is driving investments in nuclear, solar, and EVs [17][18] - The US energy independence has changed its geopolitical calculations, particularly regarding the Middle East [22][23][24] - Underinvestment in key commodities like copper and lithium, coupled with misallocation of capital, suggests a potential reversal [31][33]

If I want to hire, let's say, the next chief product officer at Get Your Guide, it's almost impossible to do that in Europe. I need to go to Silicon Valley because the density of people who have done that scale, have served tens of millions of customers a year, build a business that's 10 billion plus valuation that just doesn't exist to build the structures and the processes and everything to do That. ...