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7 OCTOBER | LONDON 2024

SEPTEMBER 12TH - 14TH
The O2, LONDON

Future of Capital Allocation

Your weekly newsletter on the fast-evolving world of investing

AI expert and investor Roger Spitz recently shared with us his top 5 Strategies to Activate Your Agency and Stay Relevant in the Age of AI. Inspired by his insights, we sat down to ask him 6 questions on how businesses can leverage this knowledge to stay ahead of the curve.

🤖 Can AI spot the “shape” of bitcoin money?
Issue 37 • Published May 2, 2024

There are plenty of reasons why GenAI hasn't caught on with companies as much as experts predicted. Steep costs and wild hallucinations are well-known culprits. One less discussed reason, however, is the sheer inadequacy of current AI infrastructure.

🤖 The next phase of AI investing, according to Goldman Sachs:
Issue 36 • Published April 25, 2024

This week a new Stanford report signals troubled waters for AI investments. With global funding in the space down for the second year running, both private and corporate players seem to be tightening their belts. Is this a sign of trouble or a much-needed correction?

🤖 Investors are wary about AI. Here's why:
Issue 35 • Published April 18, 2024

This week the resurgence of crypto enthusiasm saw VC investment in the sector stealthily inch towards recovery, reaching $2.5 billion in Q1 2024 — a 32% increase from the previous quarter. While nowhere near the highs reached in late 2022, this renewed interest likely stems from Bitcoin's recent resurgence and the exciting potential around a crypto-AI fusion. Could this be the sign of a long-awaited crypto spring? We take a look at this below.

🤖 Sam Altman’s secret Hardware AI startup
Issue 34 • Published April 11, 2024

This week, the VC "megafund" era is drawing to a close as global fundraising dips to $30.4 billion early in 2024, with US figures dropping to the lowest rate in 7 years. Meanwhile, the crypto VC sector is bucking the trend, surging 52.5% to $1.16bn in March, heralding a revival in crypto enthusiasm.

🔥Why was Q1 so hot for crypto VC?
Issue 33 • Published April 4, 2024

This week, the financial stage is set with US small-caps taking a historic hit against large-caps, hinting at a potential comeback amid favourable conditions and looming interest rate cuts. Plus The investment world buzzes as Venture Capital Trusts witness a late surge in funding, driven by investors eager to capitalise on tax incentives before the April deadline, despite a significant overall decrease this year.

🦄 Do ‘underdogs’ truly rule the VC unicorn kingdom?
Issue 32 • Published March 28, 2024

This week, Microsoft's bold move to swallow Inflection whole — despite them raising a whopping $1.3 billion — paints a stark tableau of the AI market's cutthroat terrain. The aftermath? Reid Hoffman and crew, now tasked with salvaging what's left amidst the ruins of Microsoft's latest conquest.

📉Is Reddit’s IPO a much needed reality-check for Silicon Valley?
Issue 31 • Published March 21, 2024

A year after Silicon Valley Bank’s dramatic collapse the venture debt market still hasn't found its new top dog. Even in the wake of the bank's implosion — which sparked widespread financial panic among founders and VCs alike — traditional institutions have not swooped in to take the crown.  

🤖 Is the AI frenzy a 'bubble within a bubble'?
Issue 30 • Published March 14, 2024

Fresh off the heels of Sequoia's boardroom debacle, another Silicon Valley soap opera is taking the tech world by storm. We are talking, of course, about Elon Musk and OpenAI's legal battle which this week took an unexpected twist.

Musk vs. OpenAI: leaked emails challenge legal claims.
Issue 29 • Published February 29, 2024

Get your popcorn ready! This week, the usually buttoned-up world of VC went full-on drama. Sequoia Capital, the legendary VC firm, found itself in a heated dispute with its legacy leadership over the boardroom of Klarna, a major European fintech company. Following this tumultuous clash, we take a look at what lies ahead for the VC giant.

Investors now have a powerful new weapon: your data.
Issue 28 • Published February 29, 2024

Could AI usher in an era of solo unicorn founders? According to some AI startup visionaries, the day when individuals will single-handedly create billion-dollar SaaS companies — bypassing the need for large development teams — may be closer than we think.

Can AI create a one-person Unicorn?
Issue 27 • Published February 22, 2024

Not only did startups face a severe IPO drought in 2023, but the few that did manage to go public saw their valuations plummet to record lows upon arrival — hardly a red carpet rollout. Despite the slowdown in later-stage M&A activity, seed funding appeared to defy the downturn, likely buoyed by hungry VC’s looking for early-stage ventures.

Could the AI craze turn into the next dotcom bubble?
Issue 26 • Published February 15, 2024

VC’s hot new topic isn’t raising cash, it's returning funding instead. With exits at an all-time low in Europe, it's not surprising to see LPs getting restless for returns on their investments. But how much are VCs willing to give up to appease their backers?

Is China's AI gold rush coming to an end?
Issue 25 • Published February 08, 2024

Years of loose money let VCs back new businesses with growth potential even if they lacked a quick path to profitability. Fast forward to today and a long drought in acquisitions and IPOs has forced early investors to offload their stock at discounts — serving up opportunities for secondary buyers to snap up shares on the cheap — but with traditional exit strategies freezing up, could secondary markets offer VCs a liquidity refuge?

Are US investors ditching European VC’s?
Issue 24 • Published February 01, 2024

Years of loose money let VCs back new businesses with growth potential even if they lacked a quick path to profitability. Fast forward to today and a long drought in acquisitions and IPOs has forced early investors to offload their stock at discounts — serving up opportunities for secondary buyers to snap up shares on the cheap — but with traditional exit strategies freezing up, could secondary markets offer VCs a liquidity refuge?

VCs 2024 investment outlook: AI, of course, but what else?
Issue 23 • Published January 25, 2024

After a tough year for British startups, signs of revival are emerging in the venture capital landscape. Last week a new HSBC report revealed UK startups netted over $21bn in 2023 VC funding — the 3rd highest intake on record. While on Monday, UK Technology Secretary Michelle Donelan outlined a goal for VCs to inject an extra £5B annually into local startups.

Big money is chasing AI, but do investors know what they are getting into?
Issue 22 • Published January 18, 2024

Last year saw founders grappling with the harsh reality of venture capital tightening and startups collapsing. Now new data shows VC activity closing a lacklustre 2023 with tepid Q4 figures. Does fundraising sluggishness pose a risk to capital markets moving forward?

Has AI investing matured beyond the hype?
Issue 21 • Published January 11, 2024

Are VCs slowly morphing into private equity firms? Secondary funds just topped $64 billion this year, as VCs "reset the clock" on ageing portfolio companies in a race to return cash to investors.

Is Britain on the brink of a dealmaking boom?
Issue 19 • Published January 4, 2024

Are VCs slowly morphing into private equity firms? Secondary funds just topped $64 billion this year, as VCs "reset the clock" on ageing portfolio companies in a race to return cash to investors.

Is the AI gold rush yet another bubble?
Issue 18 • Published December 7, 2023

Despite VCs' stormy forecast, this week offered several rays of hope. Funding for EU tech startups grew by 18%, compared to pre-pandemic levels, and Europe's new founder count exceeded that of the US. Moreover, the UK venture capital scene has seen a consistent rise in deal values for three consecutive quarters, reaching a peak of £5.3bn in Q3.

It’s time for plain talk in VC
Issue 17 • Published November 30, 2023

Boardroom drama eclipsed the AI investment scene this week as Sam Altman was ousted as OpenAI’s CEO. This follows intense pressure and legal warnings from concerned VC backers looking to stabilise the leadership of the company.

OpenAI investor coup triumphs as Sam Altman reclaims CEO role
Issue 16 • Published November 23, 2023

Investors are leveraging AI technology to decode execs’ speeches, extracting investment signals from subtle details like speech rate, pitch, and volume during earnings calls.

CEOs, beware: AI can read your minds
Issue 15 • Published November 16, 2023

PM Rishi Sunak advised UK founders to ditch regular paychecks — unsurprisingly, founders are dubious.

Rishi Sunak: Founders, give up your paychecks.
Issue 14 • Published November 9, 2023

The VC downturn persists, but the economy is seeing glimmers of hope — from an upswing in private equity to the unrelenting growth of AI. AI startups brought in nearly £15 billion in global funding in Q3, soaring 27% from last year, and GenAI startups made up 60% of newly minted unicorns.

How soon will AI take over investing?
Issue 13 • Published November 2, 2023

The VC downturn persists, but the economy is seeing glimmers of hope — from an upswing in private equity to the unrelenting growth of AI. AI startups brought in nearly £15 billion in global funding in Q3, soaring 27% from last year, and GenAI startups made up 60% of newly minted unicorns.

Europe’s unicorns, mapped
Issue 12 • Published October 25, 2023

Tech VC funding is down 57% year-on-year in the UK. We’re seeing the effects ripple across this week’s news — from the rise of spinouts over IPOs, to the pressure founders are facing to pay investors for taking a board seat.

Male founders & VCs are getting rich from AI. What about women?
Issue 11 • Published October 19, 2023

Caution is the name of the game this week, as the FCA reviews private market valuations, VCs warn startups to delay IPOs, and US investors work with government to regulate AI investing. 

European VCs make better bets than Americans
Issue 10 • Published October 5, 2023

Caution is the name of the game this week, as the FCA reviews private market valuations, VCs warn startups to delay IPOs, and US investors work with government to regulate AI investing. 

European VCs make better bets than Americans
Issue 9 • Published September 29, 2023
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