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🔒 The venture investor toolkit These are the platforms relied on for sourcing startups, validating signals, and running fast venture analysis. 🖱 For early discovery, F6S is useful for spotting startups at accelerator and pre-seed stage before they show up elsewhere. 🖱 AngelList works as a live map of startup activity, combining company profiles, fundraising history, and hiring momentum. 🖱 StartUs Insights helps track emerging technologies and cluster startups by niche rather than hype cycle. 🖱 On verification, Clay automates background checks on founders, customers, and online traction using public data. 🖱 Valuer.ai provides quick, model-driven startup valuations based on comparable markets and trend signals. 🖱 PitchBook Instant is useful for rapid market context and comps when speed matters more than depth. 🖱 For analytics, CB Insights delivers structured views on sectors, deal flow, and forward-looking market intelligence. 🖱 Crunchbase remains a dependable baseline for tracking companies, investors, and funding timelines. 🖱 PitchBook offers the deepest coverage for venture, M&A, IPOs, and institutional capital flows.

Strong tools don’t replace intuition, they shorten the search, reduce blind spots, and let investors focus on judgment instead of data hunting.

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📚 Global accounting exams return to test centres as cheating fears rise The world’s biggest professional accounting organisation will end at-home testing from March, forcing candidates back into exam halls after concluding that digital supervision can no longer keep pace with misconduct. 🖱 The shift follows years of pandemic-era remote testing that kept qualification pipelines open during lockdowns. 🖱 Leadership says advances in generative AI have made it far easier to bypass online monitoring systems. 🖱 The move comes after repeated integrity breaches across the profession, with multiple Big Four firms penalised worldwide over staff exam misconduct. 🖱 Regulators in the UK and elsewhere have warned that violations remain widespread despite tighter controls. 🖱 Some students say remote exams were essential for accessibility, citing pregnancy, distance, and mobility constraints. 🖱 Others admit AI tools can already solve questions from photos taken during online assessments. 🖱 Despite the crackdown, the body acknowledges that dishonesty also occurs in physical exam rooms just with lower scalability. 🖱 The policy change coincides with a redesign of the core qualification to emphasise AI, data, and real-world judgement over rote testing.

As AI reshapes the profession, the irony is clear: accountants are being trained for an automated future using increasingly old-school exams.

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🧠 China quietly freezes Nvidia H200 buying as AI strategy recalibrates Beijing has asked some domestic tech companies to pause purchases of Nvidia’s H200 AI processors, signaling a temporary brake while authorities weigh next steps on access to top-tier U.S. compute hardware. 🖱 The instruction appears informal but coordinated, aimed at preventing a rush to lock in U.S. chips before a clearer policy line is drawn. 🖱 H200 accelerators are among the most sought-after tools for large-scale model training, making them strategically sensitive rather than just commercial imports. 🖱 The move aligns with China’s broader push to reduce reliance on foreign semiconductors and steer demand toward homegrown AI chips. 🖱 Nvidia had seen strong inbound interest from Chinese buyers after export pathways reopened, interpreting orders as a signal of regulatory tolerance. 🖱 Rising uncertainty has already changed deal mechanics, with stricter payment terms reflecting the risk of sudden policy shifts. 🖱 The episode underscores how AI hardware is now treated less like a product and more like critical infrastructure. For Nvidia, China remains a massive opportunity but one where political timing increasingly matters as much as performance per watt. ✔️ Subscribe on @venture

🔔DeepMind partners with Boston Dynamics to build smarter robots The two companies are joining forces to develop robots based on the Atlas platform. Boston Dynamics will focus on the physical systems and dynamic control, while DeepMind will integrate Gemini Robotics to provide reasoning and planning capabilities. A collaboration that combines elite hardware with advanced AI. ✔️ Subscribe on @venture

🔥 Nvidia just announced its next-generation AI chip, called Rubin. It is 5x more powerful than the previous Blackwell chip. Jensen Huang is unstoppable. ✔️ Subscribe on @venture

💰 Nvidia takes a $5B position in Intel as the chip wars intensify After years of missteps and massive capital burn, Intel just gained a powerful ally without handing over control. 🖱 214.7M shares acquired: The transaction was completed via a private placement at $23.28 per share, a price set back in September by Jensen Huang. 🖱 Regulatory green light: US competition authorities cleared the investment in early December, removing antitrust overhang. 🖱 Capital at a critical moment: The cash injection strengthens Intel’s balance sheet while it pushes through an expensive manufacturing overhaul. 🖱 Strategic optionality: Nvidia secures long-term influence and supply-chain flexibility rather than operational ownership. 🖱 Market reaction was muted: Nvidia stock slipped 1.3% premarket, while Intel barely moved relief, not euphoria. 🖱 Valuation discipline: The entry came after a major reset, capping downside while preserving asymmetric upside. 🖱 Industry signal: This is power without control, shaping outcomes through capital instead of consolidation. 🖱 Risk imbalance: For Nvidia, it’s a small bet; for Intel, it’s a lifeline. One side bought leverage, the other bought time. ✔️ Subscribe on @venture

JUST IN: Elon Musk's xAI has secured $20 billion in its Series E funding round, surpassing the expected $15 billion. Nvidia is designated as a strategic investor to facilitate the development of the world's largest GPU clusters. @trading

🎥 New Year’s Intensive 2/6, movies and series about venture A short watchlist to better understand how venture really works: incentives, negotiations, risk, hyper-growth, and the mistakes that break companies. 🖱 Something Ventured: traces the birth of venture capital in the U.S., telling the stories behind Apple, Intel, Genentech, and Cisco and the investors who backed them before markets existed, showing how conviction in the unknown creates entire industries. 🖱 Super Pumped: The Battle for Uber: dramatizes Uber’s rise and Travis Kalanick’s fall, revealing how aggressive scaling, founder power, investor pressure, and regulation collide when growth becomes the only metric. 🖱 The Inventor: Out for Blood in Silicon Valley: dissects the Theranos scandal, showing how charisma and narrative replaced due diligence and allowed nearly $900M to be raised without a viable product. 🖱 The Social Dilemma: explores how platform algorithms shape user behavior at massive scale, a critical lens for venture and product investors evaluating long-term impact and hidden risks. 🖱 The Playlist: tells Spotify’s origin from multiple perspectives founders, engineers, lawyers, and industry players illustrating how product vision, regulation, and business strategy evolve together. 🖱 WeCrashed: follows WeWork’s rapid ascent and collapse, highlighting how storytelling, easy capital, and weak governance can mask broken unit economics until the moment of truth. 🖱 Silicon Valley: offers a satirical but painfully accurate view of startup life, from accelerators and pitches to term sheets, pivots, and constant pressure from VCs to grow faster.

These films and series show venture not as a straight path to scale, but as a system of bets, incentives, and human decisions where speed creates opportunity, and unchecked belief creates failure.

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🗣️ Naval Ravikant: “The future will be almost all startups”

“I firmly believe that the efficient size of a company is shrinking very rapidly, and so the future will be almost all startups.”

In the clip below from a 2012 interview, Naval speculates that information technology will reverse the centralizing force of economies of scale following the Industrial Revolution.

“I think the contract work trend is going to increase, and I think the size of your average company is going to decrease. I think we’re going to see more and more billion dollar businesses built by four or five people, and it’ll stay at that.”

He doesn’t think we’ll see many more companies like Facebook or Google with tens of thousands of employees:

“I think any entrepreneur worth their salt could today build Facebook with a few hundred people… Facebook and Google are in the situation that large companies end up in where the founders know that 80% of the people are not really needed, they just don’t know which 80%.”

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By late December, the world still felt paused. People logged off, traveled, relaxed business as usual. A few weeks later, the pace snapped. Founders I know are running nonstop: 12–14 hour days, multiple Claude Code threads firing at once. One minute they’re hacking in Vue, the next they’re redesigning the company from the inside out teams, go-to-market, ops, cash flow, even how life at home is structured. What’s wild is not just the speed, but the scope. No roadmap, no think-tank report, no “AI in 2030” deck captured how abruptly everything would rewire itself. The screenshot shows Musk commenting on how people are reacting to the “Claude Code moment.” ✔️ Subscribe on @venture