πŸ”₯ Hot Takes Tuesday for 2024-09-10

The numbers this week are big numbers.

The numbers are also spread across funds, funding, and M&A.

These five stories caught my eye.

https://www.techmeme.com/240909/p5#a240909p5

πŸ’° + πŸ€– That is a lot of capital to deploy and I wonder if this means Graphcore adjacent companies within the EU will see new infusions soon.

https://www.techmeme.com/240904/p27#a240904p27

πŸ’° + πŸ€– The Happy Fun Ball skit from SNL comes to mind but you have to wonder if adding the word β€œsafe” to the name will jinx it.

https://www.techmeme.com/240909/p10#a240909p10

πŸ’° + πŸ’³ Stripe continues to defy patterns and I can’t wait to see what happens next even if what happens has nothing to do with IPOs.

https://www.techmeme.com/240909/p6#a240909p6

πŸ’° + πŸͺ The balkanization and supply chain resilience around silicon is going to alter our understandings of β€œcheap as chips” and just how far intelligence will press to the edge of the network.

https://www.techmeme.com/240910/p12#a240910p12

πŸ’° + πŸ€– Considering that agentic A.I. is already shifting to repackaging as β€œuseful” A.I., these funding levels are probably in line with the expectations and burn rate that will be required to realize even 10% of those expectations.


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