Capital Formation is an art and I was so lucky to have built my career during what turned out to be the PE/VC Fundraising Renaissance. Ted Seides and I explore what I’ve learned along the way & how I practice. I hope you enjoy the conversation as much as I enjoyed having it 🙏

Ok the AI report from Menlo Ventures keeps getting sent to me and one part of it is SUPER MISLEADING so I need to set the record straight. The report highlights that parents are power users of AI (true), including a headline claim that 34% of parents use AI for "managing

"#DeepTech rounds are more dilutive to Founders than rounds of software companies..." #venture #GlobalBusiness linkedin.com/posts/peterjam…

Happy 4th of July and cheers, American English! #GlobalBusiness linkedin.com/posts/peterjam…

As I reported a year ago, hardware engineering chief John Ternus is primed to be the next CEO of Apple when Tim Cook eventually retires. bloomberg.com/news/articles/…

The UK and France pledging mutual nuclear protection is a big deal, on many levels.

I think we are all dramatically underestimating the market that opens up for Robinhood through their stock tokenisation of private companies. Would be very surprised if Robinhood is not a $250BN company in the next five years.

A good kind of late: safety first.

The White House has elevated the likely tariff schedules for #Mexico and the #EU to 30%. Both are surprising in parity (very different markets) as is the even higher loss projections for American businesses, jobs. Force date is Aug 1st #GlobalBusiness axios.com/2025/07/12/tru…

Surge has scaled to $1BN in revenue with $0 funding. Scale AI, their closest competitor, raised $1.6BN to get to $850M in ARR. Surge is the most underdiscussed story in tech. Tomorrow, I have their founder on 20VC for a special one. What are the must ask questions?

This weekend I met a guy who exited his company around 2010, made $200M and retired (mid 30s). 15 years later, he’s still retired and happy doing nothing. Total head scratcher to me and goes against all the patterns and beliefs I have about founders 🤷🏼‍♀️

Thanks, Bruno Herrmann #GlobalBusiness

Le jour de glories est arrive! #BastilleDay2025 #GlobalBusiness PC: mustangjoe on Unsplash

rusa Sam Altman Sam Altman is discussing how AI will transform jobs, agreeing with Jensen Huang (NVIDIA CEO) that there's plenty of work ahead. He predicts people will achieve more, value human connections, and find new ways to create and compete. Future jobs might resemble today's games but

The #Philippines leave The White House with only a minor tariffs schedule improvement. Is 19% tariffs the new normal for #ASEAN? #Indonesia #Trade #GlobalBusiness #tariffs bloomberg.com/news/articles/…

#China's post-exam economy...not unlike us here in Silicon Valley on a Friday night (except I have a biz function tonight). Thanks, @ashleytisdaleDudarenok 艾熙丽. #TGIF linkedin.com/posts/ashleydu…

cbc.ca/news/canada/no…

The point sunny madra is making about be combinatorial effect of having many (now 7?) Chinese open AI models is very powerful, and I mis-appreciated by many. Each model can improve each other model. And new models are much easier to launch. 🧵

#Portugal #GlobalBusiness

#MENA deals make a strong comeback. #GlobalBusiness #MiddleEast linkedin.com/posts/magnitt_…