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Tech Industry Comparison: 🇪🇺 EU - 0 trillion-dollar companies - Average tech salary MUCH lower than US - 18-24 months startup time - INSANE regulations 🇺🇸 US - 9 trillion-dollar companies - $180k-$300k+ salaries - 1-2 months startup time - Founder-friendly But there's more.

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Alessandro Palombo

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Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

I'm Italian. Over the years, it's been painful seeing Europe’s demise: 1960 - EU was 36% of global GDP 2008 - US GDP surpassed EU Today - US economy 50% larger than EU But why such a decline and is there any hope? Here's everything you need to know about the fall of Europe:

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

Simply, the whole topic could be summed up with this cartoon. Sadly the keyword and mindset in Europe is: “NO. IT’S IMPOSSIBLE.” But these matters are always nuanced so first, let's understand the full picture…

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

🇪🇺 EU: Born out of war (1957) - 449M people - 27 countries - World's largest single market 🇺🇸 USA: Born out of revolution (1776) - 334M people - 50 states - World's largest economy

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

Recent gap in performance has been staggering… 2010-2023: 🇪🇺 EU productivity: +5% 🇺🇸 US productivity: +22% GDP Share (1960 vs 2024): 🇪🇺 EU: 34% → 15% 🇺🇸 US: 28% → 25%

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

Let’s look at the tech industry to show some key points beyond the numbers. Crippling regulations and anti-entrepreneurial culture have been choking Europe for many years. The effects are clear when looking at the disparity in big tech platforms vs US and Asia.

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

30% of European unicorns have relocated to the US since 2008. And a significant % of the biggest companies in the US have been founded by Europeans! Crazy. But there are further reasons why founders are fleeing Europe…

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

Situation for startups: 🇺🇸 US - SAFE investment - 500K seed round, pre-product - True VC: high risk high reward - Unified regime and market 🇪🇺 EU - SAFE?? - 115K seed round, with revenues - Closer to Private Equity, with exceptions - 27 fragmented, different markets and regimes

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

The combination of intense government overreach and lack of focus on innovation has led to what looks like a death spiral… Hard to argue against this trajectory when we see news like this constantly… Is all hope lost?

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

Well, perhaps not exactly. Just in the last days Spotify made European Tech history reaching $100BN market cap. And hold on guys, what’s happening with Bending Spoons in Italy?? Let’s take a closer look…

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

In just the last year, they have acquired multiple notable companies. Previously these were huge in Silicon Valley – all now in Italy. There’s something that’s still working in Europe…

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

So is there hope? We will have to see a violent change in trajectory for both mindset and regulatory approach. I’d argue there is a faint glimmer here… One in the shape of: Super Mario “whatever it takes” Draghi.

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

Firstly, Mario Draghi's recent report on EU competitiveness is very promising: - €800B annual investment boost proposed - Focus on innovation & R&D - Simplified IPO rules for tech companies - Integrated EU innovation ecosystem - Emphasis on advanced tech

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Alessandro Palombovor 1 Jahr

There’s more. The 28th regime: EU's Delaware C-corp - Optional pan-European startup entity - Unified regulatory framework - Simplified cross-border operations - EU Commission proposal expected by 2025 Europe may soon have the FAST, (similar to the SAFE) PLUS a unified market.

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

Also initiatives like… EU Inc: The grassroots push behind the 28th regime - Standardized investment processes - EU-wide employee stock options - Fully digital incorporation 13,000+ signatories from tech leaders & VCs so far!

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

The significance of all of this? Well, we have seen something quite extraordinary in the US: A violent change of paradigm and some early signals are already here even for Europe. So the question is… What is the environment from which the creator of EU’s @DOGE will come from?

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

With these efforts to bring back innovation to Europe… And the potential influence of the actions of DOGE… There's truly a chance that Europe could be saved. Not in the next few years, but within the next decade? Not to be discounted. The virus of change is going viral!

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

The first step to change is awareness. My personal take is that the impact of innovations like DOGE and even memes could lead to a strong reversal in Europe: (Could memes like these save Europe??)

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

In the short term, the key play for global startups is to earn in USD, spend in EUR. Longer-term… EU startups – pure startups not like Bending Spoons – can rise from hedging lower operational cost and a unified, not longer fragmented, market. The tides are turning slowly.

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

But a more violent change is needed. So, to conclude: It's easy to say we're doomed today. But countertendency signs are there. I see an opportunity for the European grind to capitalize and accelerate:

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

- Unified startup market - Removal of frictions - Lower talent costs compared to US - Huge opportunity for capital to enter proportionally more competitive deals - Huge opportunity for verticals of tech still not mainstream in Europe to grow fast So how might things turn out?

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

Today is difficult, true, but what will the signals be? A few big operators entering the European bet in the next few years, and others will follow through at the speed of light. In the meantime, let's hope this will happen FAST.

Profilbild von Alessandro Palombo
Alessandro Palombovor 1 Jahr

P.S. For weekly actionable tips on how to unlock financial freedom for you and your family, join my newsletter! (You'll also receive The Comprehensive Portugal NHR 2.0 Guide WITH Business Cases for free!) Join here:

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Alessandro Palombovor 1 Jahr

Thank you for reading! For more posts and insights on the future of global citizenship, follow @0x_ale And repost this to share with your audience:

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🚨IRON BEAM: Congress Robs🇺🇸to Boost🇮🇱War Industry 🇺🇸Headlines praise🇮🇱Innovation but what they don’t tell you is🇺🇸taxpayers funded🇮🇱companies Rafael & Elbit to develop Iron Beam thru $500M/yr R&D to🇮🇱 In May 2024🇺🇸Taxpayers paid🇮🇱$1.2B to purchase Iron Beam from Rafael/Elbit DETAILS: This is a typical cycle for Israel & Israeli companies. For the past several decades, Congress funds $500 Million/year for Cooperative programs between the U.S. & Israel for Research, Development, Testing & Evaluation (RDT&E) of weapons and weapons systems. The purpose of DOD’s Cooperative programs for the U.S. military is joint RDT&E with friendly foreign countries who have developed advanced technology. We share our advanced tech and the friendly foreign nation shares their advanced tech and jointly, we develop a better product. This applies to EVERY SINGLE COUNTRY EXCEPT ISRAEL. In the case of Israel, we have literally given them $500 Million/yr so they can take our technology & give us little/nothing to in return. Such is the case of RDT&E that lead to the development of Iron Beam. In 1996, Bill Clinton & Congress appropriated funding & mandated the US Army to provide Israel Tactical High-Energy Laser (THEL) capabilities. At the time, Israel had little to provide. 10 years later and $300 Million of 🇺🇸taxpayer money spent & tech transfer complete, the program was cancelled in 2006. In 2007, the next phase began under the same Cooperative Program which is funded by taxpayers through today. 🔹Why? Because Congress mandates & funds it every year with $500 Million of taxpayer money. 🔹Why does Congress do this? Because Members of Congress are funded by the Israel Lobby to promote & pass legislation that benefits Israel at US taxpayer expense. In this win/win relationship between Congress & Israel, the loser is always the US Taxpayer who gets robbed year after year because we do not have anyone representing our interests. Not only do we fund a foreign country’s industry but we handover US advanced technology to Israeli companies who use it to develop advanced weapons that they market and sell for profit and often times to countries that are not friendly to the U.S. such as China. If whistleblowers of DOD’s Cooperative Programs come out to talk about specific stories, the public would be 🤯 Finally, the $4 Billion per year ($500 Million of which is for RDT&E) that we give to Israel is marketed to the U.S. taxpayer as a win for US industry because it creates American jobs. This is not entirely true. In the case of Iron Beam, Rafael & Elbit are Israeli companies whose RDT&E is located in Israel & staffed with Israelis. Even Iron Beam US partner Lockheed Martin provides its contribution to the program through its Israel location which employs Israelis. So in summary, 🔹Congress Gives Israel $500 Million/per year of taxpayer money so Israel companies can take our Advanced technology 🔹Israel companies use the Advanced Tech to develop their own technology that they market and sell to other foreign countries, some of which are not friendly to US 🔹Congress pays Israel Gov an additional $1.2Billion to purchase Iron Beam from Israel companies Rafael/Elbit 🔹US Gov plans to purchase Iron Beam (which we could’ve developed ourselves) 🔹Israel mil tech companies become leaders in laser weapons technology 🔹Israelis benefit from employment from these programs, the US does not.
0:33

🚨IRON BEAM: Congress Robs🇺🇸to Boost🇮🇱War Industry 🇺🇸Headlines praise🇮🇱Innovation but what they don’t tell you is🇺🇸taxpayers funded🇮🇱companies Rafael & Elbit to develop Iron Beam thru $500M/yr R&D to🇮🇱 In May 2024🇺🇸Taxpayers paid🇮🇱$1.2B to purchase Iron Beam from Rafael/Elbit DETAILS: This is a typical cycle for Israel & Israeli companies. For the past several decades, Congress funds $500 Million/year for Cooperative programs between the U.S. & Israel for Research, Development, Testing & Evaluation (RDT&E) of weapons and weapons systems. The purpose of DOD’s Cooperative programs for the U.S. military is joint RDT&E with friendly foreign countries who have developed advanced technology. We share our advanced tech and the friendly foreign nation shares their advanced tech and jointly, we develop a better product. This applies to EVERY SINGLE COUNTRY EXCEPT ISRAEL. In the case of Israel, we have literally given them $500 Million/yr so they can take our technology & give us little/nothing to in return. Such is the case of RDT&E that lead to the development of Iron Beam. In 1996, Bill Clinton & Congress appropriated funding & mandated the US Army to provide Israel Tactical High-Energy Laser (THEL) capabilities. At the time, Israel had little to provide. 10 years later and $300 Million of 🇺🇸taxpayer money spent & tech transfer complete, the program was cancelled in 2006. In 2007, the next phase began under the same Cooperative Program which is funded by taxpayers through today. 🔹Why? Because Congress mandates & funds it every year with $500 Million of taxpayer money. 🔹Why does Congress do this? Because Members of Congress are funded by the Israel Lobby to promote & pass legislation that benefits Israel at US taxpayer expense. In this win/win relationship between Congress & Israel, the loser is always the US Taxpayer who gets robbed year after year because we do not have anyone representing our interests. Not only do we fund a foreign country’s industry but we handover US advanced technology to Israeli companies who use it to develop advanced weapons that they market and sell for profit and often times to countries that are not friendly to the U.S. such as China. If whistleblowers of DOD’s Cooperative Programs come out to talk about specific stories, the public would be 🤯 Finally, the $4 Billion per year ($500 Million of which is for RDT&E) that we give to Israel is marketed to the U.S. taxpayer as a win for US industry because it creates American jobs. This is not entirely true. In the case of Iron Beam, Rafael & Elbit are Israeli companies whose RDT&E is located in Israel & staffed with Israelis. Even Iron Beam US partner Lockheed Martin provides its contribution to the program through its Israel location which employs Israelis. So in summary, 🔹Congress Gives Israel $500 Million/per year of taxpayer money so Israel companies can take our Advanced technology 🔹Israel companies use the Advanced Tech to develop their own technology that they market and sell to other foreign countries, some of which are not friendly to US 🔹Congress pays Israel Gov an additional $1.2Billion to purchase Iron Beam from Israel companies Rafael/Elbit 🔹US Gov plans to purchase Iron Beam (which we could’ve developed ourselves) 🔹Israel mil tech companies become leaders in laser weapons technology 🔹Israelis benefit from employment from these programs, the US does not.

GenXGirl

98,472 Aufrufe • vor 1 Jahr

Q: Is it better to target a small market or a large one? In the clip below, Peter Thiel (billionaire venture capitalist and co-founder of PayPal and Palantir) describes his framework for evaluating markets: “It’s always a big mistake going after a giant market on day 1. That’s typically evidence that you haven’t defined the categories correctly, and there’s going to be too much competition.” He continues: “Almost all of the successful companies in Silicon Valley had some model of starting with small markets and expanding.” Amazon started with books eBay started with Pez dispensers and Beanie Babies PayPal started with power-sellers on eBay Facebook started with Harvard “What’s very counterintuitive about many of these companies is that they often start with markets so small that most people don’t think they’re valuable at all.” The opposite of this is companies that start out targeting really big markets, and he used clean tech companies in 2005-2008 trying to capture a small percentage of a trillion-dollar market as an example. “Once you’re a minnow in a vast ocean, that’s not a good place to be. It means you have tons of competitors, and you don’t even know who all of the competitors are.” As Thiel puts it: “You want to be a one-of-a-kind company where it’s the only one in a small ecosystem… large existing markets typically mean you have tons of competition and it’s very hard to differentiate.” You can then expand concentrically from there. Follow Startup Archive for more tactical startup advice!
4:31

Q: Is it better to target a small market or a large one? In the clip below, Peter Thiel (billionaire venture capitalist and co-founder of PayPal and Palantir) describes his framework for evaluating markets: “It’s always a big mistake going after a giant market on day 1. That’s typically evidence that you haven’t defined the categories correctly, and there’s going to be too much competition.” He continues: “Almost all of the successful companies in Silicon Valley had some model of starting with small markets and expanding.” Amazon started with books eBay started with Pez dispensers and Beanie Babies PayPal started with power-sellers on eBay Facebook started with Harvard “What’s very counterintuitive about many of these companies is that they often start with markets so small that most people don’t think they’re valuable at all.” The opposite of this is companies that start out targeting really big markets, and he used clean tech companies in 2005-2008 trying to capture a small percentage of a trillion-dollar market as an example. “Once you’re a minnow in a vast ocean, that’s not a good place to be. It means you have tons of competitors, and you don’t even know who all of the competitors are.” As Thiel puts it: “You want to be a one-of-a-kind company where it’s the only one in a small ecosystem… large existing markets typically mean you have tons of competition and it’s very hard to differentiate.” You can then expand concentrically from there. Follow Startup Archive for more tactical startup advice!

Startup Archive

84,096 Aufrufe • vor 2 Jahren

.delian on why fewer deals are getting done: "On a deal count basis, we're basically on a strict linear decline since the peak of 2021, in terms of total deals done by all VCs across the globe, north of $5 million." "By default, you basically have fewer logos that you can chase. So you're getting more aggregation into a much smaller set of logos... At the same time, you're seeing companies stay private for much longer. So the liquidity in the public markets is getting vacuumed up by an even smaller set of companies..." "If you added up SpaceX, OpenAI, Anthropic, and xAI, it was something on the order of 60% of the total dollars deployed by VCs in that year were scooped up by those companies." "[Peter Thiel] said his biggest error of his 2010s was the impression that there's not going to be that many $100B, let alone trillion-dollar companies. But it turns out each individual 10x is actually easier than the last one. Once you're a $100B company, it's much easier to go to $1T than it was to go from $10B to $100B. It's much easier to go from $10B to $100B, than it was to go from $1B to $10B..." "In some ways, that momentum begetting momentum is making it so these companies get bigger, faster, and they're scooping up capital faster, and so some of the venture firms are getting bigger, faster."
2:49

.delian on why fewer deals are getting done: "On a deal count basis, we're basically on a strict linear decline since the peak of 2021, in terms of total deals done by all VCs across the globe, north of $5 million." "By default, you basically have fewer logos that you can chase. So you're getting more aggregation into a much smaller set of logos... At the same time, you're seeing companies stay private for much longer. So the liquidity in the public markets is getting vacuumed up by an even smaller set of companies..." "If you added up SpaceX, OpenAI, Anthropic, and xAI, it was something on the order of 60% of the total dollars deployed by VCs in that year were scooped up by those companies." "[Peter Thiel] said his biggest error of his 2010s was the impression that there's not going to be that many $100B, let alone trillion-dollar companies. But it turns out each individual 10x is actually easier than the last one. Once you're a $100B company, it's much easier to go to $1T than it was to go from $10B to $100B. It's much easier to go from $10B to $100B, than it was to go from $1B to $10B..." "In some ways, that momentum begetting momentum is making it so these companies get bigger, faster, and they're scooping up capital faster, and so some of the venture firms are getting bigger, faster."

TBPN

416,541 Aufrufe • vor 6 Monaten

🇺🇸🇪🇺Jim Rickards: ‘Europe has NO CHOICE but to bear the costs of US dollar devaluation, Germany committed INDUSTRIAL SUICIDE by blowing up the Nord Stream pipeline’ 'Vassals just have to bear it, so they won't have much say in the matter. But, here's the thing with Europe. If there's one takeaway from the Mar-A-Lago Accord that I think is most important for investors. The US Dollar has been going down, it's going to continue to go down or stay at these lower levels. That is not a sign of people fleeing the dollar, dumping the dollar. That's the narrative. The narrative is wrong. The US Treasury is engineering this. It's very important to understand that this is like the Plaza Accord. This is like the Petrodollar Accord.... Trump's job is to make America great again. His job is not to make Germany great again or make France great again. That's up to Merz, Macron and Starmer, who are all incompetent in various ways. But Germany has committed industrial suicide. I bought a German car recently. I like German cars. But, I read all the specifications, and I saw the car was made in Germany, but the engine was made in Hungary... But why is one of the biggest auto companies in Germany outsourcing the engine manufacturing to Hungary? The answer is energy costs. Germany and its allies blew up the Nord Stream pipeline. Hungary is still buying natural gas from Russia, so their energy costs are much lower and they're more efficient producers.' -James Rickards on the latest episode of Going Underground FULL INTERVIEW BELOW IN THE REPLIES👇
2:49

🇺🇸🇪🇺Jim Rickards: ‘Europe has NO CHOICE but to bear the costs of US dollar devaluation, Germany committed INDUSTRIAL SUICIDE by blowing up the Nord Stream pipeline’ 'Vassals just have to bear it, so they won't have much say in the matter. But, here's the thing with Europe. If there's one takeaway from the Mar-A-Lago Accord that I think is most important for investors. The US Dollar has been going down, it's going to continue to go down or stay at these lower levels. That is not a sign of people fleeing the dollar, dumping the dollar. That's the narrative. The narrative is wrong. The US Treasury is engineering this. It's very important to understand that this is like the Plaza Accord. This is like the Petrodollar Accord.... Trump's job is to make America great again. His job is not to make Germany great again or make France great again. That's up to Merz, Macron and Starmer, who are all incompetent in various ways. But Germany has committed industrial suicide. I bought a German car recently. I like German cars. But, I read all the specifications, and I saw the car was made in Germany, but the engine was made in Hungary... But why is one of the biggest auto companies in Germany outsourcing the engine manufacturing to Hungary? The answer is energy costs. Germany and its allies blew up the Nord Stream pipeline. Hungary is still buying natural gas from Russia, so their energy costs are much lower and they're more efficient producers.' -James Rickards on the latest episode of Going Underground FULL INTERVIEW BELOW IN THE REPLIES👇

Going Underground

63,615 Aufrufe • vor 9 Monaten

BREAKING: The Future According to Sequoia $10 Trillion Companies Are Coming.. Alfred Lin, Partner & new Co-Steward of Sequoia (#1 investor on the Midas List) “When I joined Sequoia the largest market cap company was probably $300B or $400B dollars. Today we have companies that are worth $4-5T.” “If you give it another 5-10 years… those companies continue to compound, it’ll be worth $10 trillion or more.” For more than 5 decades, Sequoia Capital has backed many of the most consequential companies in technology, from Apple, Nvidia, Airbnb, DoorDash, Stripe, & more. But as Alfred Lin explains in this conversation, Sequoia does not think about the 54-year-old firm the way many others do. Rather than optimizing around AUM, Sequoia focuses on DPI & being a net liquidity provider to LPs. Since 2020, the firm has distributed more than $43 billion back to investors (as of Oct 27, 2025). In this conversation, Alfred breaks down: - Why AI is accelerating startup growth and product velocity - Why “AI kills SaaS” is the wrong framework - How moats change during paradigm shifts - What Alfred is hearing in boardrooms right now - Which companies are most vulnerable in the AI era - Founder-market fit & the importance of “spikes” - Why the next generation of companies could be much bigger than today’s giants - How Sequoia identifies outlier founders across companies like Airbnb, DoorDash, Kalshi, Zipline, Clay, Commure, Nominal, Physical Intelligence, Crosby, OpenAI, and Citadel Securities. Recorded live Feb 26th at the Upfront Ventures Summit 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alfred Lin, Partner & Co-Steward at Sequoia Capital (01:00) The metric Sequoia actually cares about (02:54) $43B distributed since 2020 (05:41) The biggest wave Alfred has seen in his career (08:19) Amazon did not k*ll Walmart (10:09) Paradigm shifts and changing moats (14:38) Boardroom conversations about the future (17:11) Companies that fail to adapt fall behind (19:31) From waterfall development to agile teams (23:06) Sequoia’s AI investment strategy (24:48) Managing context switching between portfolio companies (26:00) Becoming Co-Steward of Sequoia Capital (29:31) How to navigate the AI wave
32:21

BREAKING: The Future According to Sequoia $10 Trillion Companies Are Coming.. Alfred Lin, Partner & new Co-Steward of Sequoia (#1 investor on the Midas List) “When I joined Sequoia the largest market cap company was probably $300B or $400B dollars. Today we have companies that are worth $4-5T.” “If you give it another 5-10 years… those companies continue to compound, it’ll be worth $10 trillion or more.” For more than 5 decades, Sequoia Capital has backed many of the most consequential companies in technology, from Apple, Nvidia, Airbnb, DoorDash, Stripe, & more. But as Alfred Lin explains in this conversation, Sequoia does not think about the 54-year-old firm the way many others do. Rather than optimizing around AUM, Sequoia focuses on DPI & being a net liquidity provider to LPs. Since 2020, the firm has distributed more than $43 billion back to investors (as of Oct 27, 2025). In this conversation, Alfred breaks down: - Why AI is accelerating startup growth and product velocity - Why “AI kills SaaS” is the wrong framework - How moats change during paradigm shifts - What Alfred is hearing in boardrooms right now - Which companies are most vulnerable in the AI era - Founder-market fit & the importance of “spikes” - Why the next generation of companies could be much bigger than today’s giants - How Sequoia identifies outlier founders across companies like Airbnb, DoorDash, Kalshi, Zipline, Clay, Commure, Nominal, Physical Intelligence, Crosby, OpenAI, and Citadel Securities. Recorded live Feb 26th at the Upfront Ventures Summit 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alfred Lin, Partner & Co-Steward at Sequoia Capital (01:00) The metric Sequoia actually cares about (02:54) $43B distributed since 2020 (05:41) The biggest wave Alfred has seen in his career (08:19) Amazon did not k*ll Walmart (10:09) Paradigm shifts and changing moats (14:38) Boardroom conversations about the future (17:11) Companies that fail to adapt fall behind (19:31) From waterfall development to agile teams (23:06) Sequoia’s AI investment strategy (24:48) Managing context switching between portfolio companies (26:00) Becoming Co-Steward of Sequoia Capital (29:31) How to navigate the AI wave

Molly O’Shea

303,938 Aufrufe • vor 4 Monaten

I found a site that tracks 1,403 dead startups and $224.6B+ in burned VC money. And it's FREE ! Here's what makes it insane: 1/ Failure Analysis > See exactly why each startup died > Patterns emerge fast (bad timing, no market fit, ran out of cash) > Learn from $100M+ mistakes without losing a dollar 2/ Dev Log Day 0 > Some founders documented their first day > You can see the optimism before reality hit > Shows you what NOT to do from the start 3/ 1000 Startup Ideas > Validated ideas from dead companies > The execution failed, not always the idea > Free market research handed to you 4/ Loot Drop > Resources and tools from shutdown startups > Code, frameworks, pitch decks > Stuff that cost millions to build, now free 5/ Interactive Dashboards > Filter by industry, burn rate, funding stage > See patterns in failure (most die in year 2-3) > Sort by biggest disasters or most funding raised See who tried it, how much they raised, and why it collapsed. The site is brutaly honest. If you're building anything, this is pure gold
1:42

I found a site that tracks 1,403 dead startups and $224.6B+ in burned VC money. And it's FREE ! Here's what makes it insane: 1/ Failure Analysis > See exactly why each startup died > Patterns emerge fast (bad timing, no market fit, ran out of cash) > Learn from $100M+ mistakes without losing a dollar 2/ Dev Log Day 0 > Some founders documented their first day > You can see the optimism before reality hit > Shows you what NOT to do from the start 3/ 1000 Startup Ideas > Validated ideas from dead companies > The execution failed, not always the idea > Free market research handed to you 4/ Loot Drop > Resources and tools from shutdown startups > Code, frameworks, pitch decks > Stuff that cost millions to build, now free 5/ Interactive Dashboards > Filter by industry, burn rate, funding stage > See patterns in failure (most die in year 2-3) > Sort by biggest disasters or most funding raised See who tried it, how much they raised, and why it collapsed. The site is brutaly honest. If you're building anything, this is pure gold

Harshil Tomar

14,511 Aufrufe • vor 5 Monaten

Today we're officially launching thecollective. Billion-dollar companies don’t come from ideas alone. They come from access to people and resources at the right time. We’ve built The Collective to be a space for ambitious young people to supercharge their life’s work. Over the last year, we've met thousands of the most talented young builders - people who are carving their own paths and aren't afraid to do things the unconventional way. In the last 6 months alone: - $15M+ raised by members - $2M+ in revenue driven for members - 5+ companies launched Up until this point we've been 100% in person - we’ve never even had a group chat. Today we're sharing the platform we've built to directly address pain points we keep hearing - hiring, finding co-founders, fundraising, distribution, and more. Members will get access to: - our talent pool + directory - regular member-only events - a private member portal + Slack - warm intro concierge to partners - $500K+ in perks (Stripe, ElevenLabs, etc.) Currently accepting: - Founders (any stage) - Top talent open to startup work - Operators, creators, and freelancers - Select investors Come build with us.
0:37

Today we're officially launching thecollective. Billion-dollar companies don’t come from ideas alone. They come from access to people and resources at the right time. We’ve built The Collective to be a space for ambitious young people to supercharge their life’s work. Over the last year, we've met thousands of the most talented young builders - people who are carving their own paths and aren't afraid to do things the unconventional way. In the last 6 months alone: - $15M+ raised by members - $2M+ in revenue driven for members - 5+ companies launched Up until this point we've been 100% in person - we’ve never even had a group chat. Today we're sharing the platform we've built to directly address pain points we keep hearing - hiring, finding co-founders, fundraising, distribution, and more. Members will get access to: - our talent pool + directory - regular member-only events - a private member portal + Slack - warm intro concierge to partners - $500K+ in perks (Stripe, ElevenLabs, etc.) Currently accepting: - Founders (any stage) - Top talent open to startup work - Operators, creators, and freelancers - Select investors Come build with us.

Jonas

119,491 Aufrufe • vor 1 Monat

Goldman Sachs CEO David Solomon believes that money being spent on AI right now will NOT produce great returns. The question: with companies at $5 trillion market caps, don't you see a bubble? His exact words: "A lot of the capital being deployed will not produce adequate returns. And a bunch of the capital being deployed will actually not produce any returns." But then the key line: "It's hard to call the timing on these things." This is the Solomon framework: acknowledge the froth, don't pretend every dollar deployed will be productive but don't try to pick the peak. We've seen this pattern before throughout history. Rapid tech acceleration creates intense capital formation. New companies race to capitalize. Some win. Most lose. The opportunity set with AI is enormous. It won't be a straight line. Solomon isn't telling you to sell. He's telling you that the job right now is to figure out which companies are the real winners before the market does. Because by the time it's obvious, the multiple is already in the price. This is exactly what separates the Milk Road PRO analysts from the crowd. They don't wait for the consensus. They called $AMD, $MU, $CRDO and $NBIS months before the big moves. Follow their exact portfolios for $1. Don't navigate this AI cycle alone, link in bio.
0:51

Goldman Sachs CEO David Solomon believes that money being spent on AI right now will NOT produce great returns. The question: with companies at $5 trillion market caps, don't you see a bubble? His exact words: "A lot of the capital being deployed will not produce adequate returns. And a bunch of the capital being deployed will actually not produce any returns." But then the key line: "It's hard to call the timing on these things." This is the Solomon framework: acknowledge the froth, don't pretend every dollar deployed will be productive but don't try to pick the peak. We've seen this pattern before throughout history. Rapid tech acceleration creates intense capital formation. New companies race to capitalize. Some win. Most lose. The opportunity set with AI is enormous. It won't be a straight line. Solomon isn't telling you to sell. He's telling you that the job right now is to figure out which companies are the real winners before the market does. Because by the time it's obvious, the multiple is already in the price. This is exactly what separates the Milk Road PRO analysts from the crowd. They don't wait for the consensus. They called $AMD, $MU, $CRDO and $NBIS months before the big moves. Follow their exact portfolios for $1. Don't navigate this AI cycle alone, link in bio.

Milk Road Macro

73,809 Aufrufe • vor 1 Monat

Jeff Bezos just said an AI crash would be the best thing that ever happened to AI. Sounds insane until you look at what happened last time. Telecom companies invested $500 billion into fiber optic cable between 1996 and 2001. Most of it financed with debt. The growth in capacity outstripped demand by orders of magnitude. By 2005, 85% of the fiber they laid was still dark. Unused. The companies that built it went bankrupt. WorldCom. Global Crossing. 360networks. Exposed as fraud, overleveraged, or both. $2 trillion in telecom stock value evaporated. The cable stayed in the ground. 80.2 million miles of fiber, representing 76% of all digital wiring in the United States at that point, survived every bankruptcy filing and liquidation sale. The glass in the ground didn't care who owned the company above it. Amazon launched Prime Video on that fiber. Netflix streamed its first original on it. Google built YouTube on bandwidth that cost 90% less than it would have before the crash because dead companies had already paid for the capacity. Every cloud platform, every streaming service, every video call you've taken in the last decade runs on infrastructure that bankrupt telecom companies subsidized with investor money they never returned. Now look at 2026. Big Tech is spending $400 billion on data centers this year alone. Amazon's capex plan is $200 billion, the largest in corporate history. The AI bubble, by one estimate, is 17 times the size of the dot-com bubble. Bezos himself called it an "industrial bubble" at Italian Tech Week. Here's why he's calm about it. He watched the exact same movie in 2001. Amazon nearly died in that crash. Stock dropped 90%. But when the dust settled, Bezos had cheap bandwidth, empty data centers looking for tenants, and a trained workforce of engineers that the dead dot-coms had paid to train. AWS was built on the rubble. The pattern is specific. Investors fund infrastructure. Companies die. Infrastructure survives. The next generation builds on it at a fraction of the original cost. Data centers don't disappear when an AI startup folds. Chips depreciate, but the buildings, the power connections, the cooling systems, the land with energy contracts attached to it: all of that persists. When AI companies fail, they'll leave behind computing capacity that someone else will rent for pennies on the dollar. Bezos is making a $200 billion bet with full awareness that much of the industry around him will collapse. He's seen this before. The last time the bubble popped, it handed him the raw materials to build a $2 trillion company. The investors who funded the fiber never saw a return. The company that inherited it became the most valuable on earth.
0:39

Jeff Bezos just said an AI crash would be the best thing that ever happened to AI. Sounds insane until you look at what happened last time. Telecom companies invested $500 billion into fiber optic cable between 1996 and 2001. Most of it financed with debt. The growth in capacity outstripped demand by orders of magnitude. By 2005, 85% of the fiber they laid was still dark. Unused. The companies that built it went bankrupt. WorldCom. Global Crossing. 360networks. Exposed as fraud, overleveraged, or both. $2 trillion in telecom stock value evaporated. The cable stayed in the ground. 80.2 million miles of fiber, representing 76% of all digital wiring in the United States at that point, survived every bankruptcy filing and liquidation sale. The glass in the ground didn't care who owned the company above it. Amazon launched Prime Video on that fiber. Netflix streamed its first original on it. Google built YouTube on bandwidth that cost 90% less than it would have before the crash because dead companies had already paid for the capacity. Every cloud platform, every streaming service, every video call you've taken in the last decade runs on infrastructure that bankrupt telecom companies subsidized with investor money they never returned. Now look at 2026. Big Tech is spending $400 billion on data centers this year alone. Amazon's capex plan is $200 billion, the largest in corporate history. The AI bubble, by one estimate, is 17 times the size of the dot-com bubble. Bezos himself called it an "industrial bubble" at Italian Tech Week. Here's why he's calm about it. He watched the exact same movie in 2001. Amazon nearly died in that crash. Stock dropped 90%. But when the dust settled, Bezos had cheap bandwidth, empty data centers looking for tenants, and a trained workforce of engineers that the dead dot-coms had paid to train. AWS was built on the rubble. The pattern is specific. Investors fund infrastructure. Companies die. Infrastructure survives. The next generation builds on it at a fraction of the original cost. Data centers don't disappear when an AI startup folds. Chips depreciate, but the buildings, the power connections, the cooling systems, the land with energy contracts attached to it: all of that persists. When AI companies fail, they'll leave behind computing capacity that someone else will rent for pennies on the dollar. Bezos is making a $200 billion bet with full awareness that much of the industry around him will collapse. He's seen this before. The last time the bubble popped, it handed him the raw materials to build a $2 trillion company. The investors who funded the fiber never saw a return. The company that inherited it became the most valuable on earth.

Aakash Gupta

104,079 Aufrufe • vor 3 Monaten