Portfolio Manager https://t.co/GKJ0RL43Er, Venture Partner https://t.co/SPRSbL7iQp, Board Member https://t.co/0xfIwFbIXA, Macro/Finance/Product geek | Christian, Husband, Dad
May 22 • 15 tweets • 2 min read
The AI-first wave isn’t just about smarter software — it’s a paradigm shift in how we build, experience, and trust services.
Here’s a deep dive on AI-first UX/UI in AI-native businesses 🧠👇
2/ AI-first ≠ AI-enhanced.
If your product works without AI, it’s not AI-first.
True AI-first products fail without AI.
The model is the service.
May 18, 2024 • 6 tweets • 1 min read
1/ This week I went long on $ZM @ $63, making it my largest position
Zoom trades at ~8.5x EV/FCF, is buying back $1.5B in stock, has over $7B in net cash, and now boasts multiple catalysts alongside promising enterprise push in customer service, AI and sales platforms.
2/ $META just announced they're shutting down Workplace, recommending customers migrate to Zoom $ZM.
$MSFT is unbundling Teams after regulatory pressure, presenting another growth opportunity for Zoom.
Feb 12, 2021 • 6 tweets • 2 min read
Taiwan, Semiconductors and the Geopolitical Tech War
The market value of the global semiconductor industry has recently overcome the global energy sector. The market is telling us that chips are more important than oil.
Chips are the commodity of the future.
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At the end of 2019, the market value of Taiwan's TSMC was $200b, while Intel was $350 billion. Today, TSMC is at $570 billion, while Intel has dropped to $260 billion.
Why?
Last summer, TSMC came out and said they can now make 7nm chips and will make 3nm chips in 2023.
2/6
