Some quick analysis on our co-investors @7pcventures .We have co-invested alongside 1,104 others in total. 200 entities at least once. 74 entities >2x. 38 entities >3x. 22 entities >4x.And with 11 entities >5x times!.#VentureCapital is a network game.

RT @HarryStebbings: The biggest BS in tech is that PMF is a moment in time. It is not, it is merely a chapter. Your hunt for PMF never….

RT @SwenRoschlau: Can we really be upset w/ the US openly questioning how much of a serious ally Europe is? If we want the cake and it eat,….

Every so often a company and technology come along with an indomitable CoFounder/CEO which combined has the potential to help shape the next 50 years of our society by scaling a revolutionary technology. @VaireHQ is just that, and @rodolfor is that CEO. If you're in Paris for

“You definitely need dual-use as a startup if you want to be a Unicorn [a $bn business]” .Fundamentally disagree. That might be true, but isn’t automatic, depends on the company. #BessemerShowcase.

Great to catch up with @greenjetsltd CEO Anmol, at the Bessemer Investor Summit; building Europe’s new aerospace prime. @7pcventures we were first money-in, it’s been amazing to see the team win multiple defence and civilian contracts— much much more to come!

7/7. In venture, you’re not rewarded for playing it safe. You’re rewarded for being right when others hesitate. And that means learning to live in the grey.

6/7. Some of the best companies we’ve backed started in the grey. They felt uncomfortable. Messy. Easy to pass on. But that’s often where the signal hides.

5/7. Being a good investor means:. — Balancing instinct with discipline. — Holding two opposing ideas without forcing resolution. — Sitting with ambiguity. — Committing without perfect clarity.

4/7. In the grey, heuristics break. You have to slow down and think from first principles. Ask:. — What’s really driving this behaviour?. — Where is the world going, not just where it is now?.

3/7. They live in the grey:. — A founder who lacks polish but has rare insight. — A market that’s tiny now, but expandable. — A business model that looks odd… until it doesn’t.

2/7. We love to talk about pattern recognition:. — founder traits. — traction. — TAMs. — metrics. But often, the biggest opportunities don’t fit any known pattern.

1/7. The most interesting part of venture isn’t the green or red flags. It’s the grey. A 🧵.

Full episode here:

The UK Government’s industrial paper has great ambition, but policy has to catch up with rhetoric. £1bn for chips over many years? (the US is spending almost 50X that, Europe 40X). I discussed this with @madsnjensen & @danbowyer in a recent episode of Upside.

7percent portfolio founder @fenbielding (@gensynai).contributed to part 2 of our “Beyond Moore - The Future of Compute” piece. Three takeaways: 👇 . Ben: “We’ll likely move past benchmarks as the standards for assessment and over to pure productisation…the big labs are still

Last month we wrote Beyond Moore: Part 1 - The Future of Compute. “Tokens-per-dollar-per-watt could become the new benchmark that defines leadership in the foundational model race and may be a “game-changing formula for driving GDP growth.”.

Biological computing just stepped off the Sci-Fi screen into reality! @bbb_tech has emerged from stealth with a platform combining lab-grown neurons + silicon as a prototype for future computer processor technology, starting with AI. This technology promises massive leaps in.

Cannot believe this company has gone bust, mismanagement no doubt, but also another example of how the UK and Europe’s choice not to invest heavily at the growth stage of fundamentally innovative businesses, undermines our ability to match America.

Actually a correct to this post, it was the simulation…. Real chip data very soon!.