Venture Capital

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⚠️ Israel Raises Readiness Over Iran KAN reported on 11 November that Israel’s security cabinet instructed the Israel Defense Forces to increase readiness for a possible strike on Iran. The broadcaster said the steps could lead to activity that risks bringing about war. There is no official confirmation of an imminent attack. Israel Katz said Israel’s security is “not in transition,” while Gadi Eisenkot urged restraint until a new government is sworn in. The public US and Iranian positions remain far apart. Tehran says the Strait of Hormuz will stay closed until Washington lifts the blockade and oil sanctions, releases frozen assets, and ends the war on all fronts. Washington has rejected some demands and plans to continue economic pressure. The US formed Task Force Iron Gate, a Tampa-

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Venture Capital1,962,061 members

✨ The Missing Starlink Compute Number In April, Starlink’s chips reportedly turned just 11% of peak computing power into useful training. Engineering chief Michael Nicolls called that “embarrassingly low” and set a 50% target. Elon says the Grok stack has since been rewritten in C and C++, with pre-training written primarily by the Starlink software team and “probably best in industry.” The key test is utilization across the 220,000 Nvidia GB300 chips Elon says each training hall holds. A figure above 45% would exceed the industry range cited by Business Insider. My prediction is that SpaceX or Elon will not publish the number by 31st December 2026. ✔️ @venture

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🖥 Anthropic Tests Microsoft’s AI Spending Anthropic launched Claude Sheets, a spreadsheet tool resembling Excel, plus whiteboard and office products. Microsoft shares fell 2.2% Tuesday, reviving fears that AI-native software could pressure established vendors. Microsoft is also one of 7 companies set to invest through Anthropic’s $26 billion private placement. Microsoft’s edge is cash flow. It generated $18.6 billion in free cash flow last quarter, even after $7.4 billion of finance leases. Meta, Oracle, Alphabet, and Amazon were negative in their latest quarters, with Amazon burning $34.8 billion. The previous Anthropic selloff reversed. A February purchase would have returned 29.7% by Tuesday versus 17.5% for the software ETF, though Microsoft later fell 14.2%. Another decline remain

Venture Capital1,962,061 members

🇺🇸 Affordability Is the Main Economic Risk The US entered the Trump presidency with a booming stock market, relatively lower inflation, and an AI-driven technological revolution. Now, markets are again discussing whether the Federal Reserve may raise interest rates. Trade uncertainty, geopolitical tensions, and the war with Iran have added pressure to energy prices and inflation. The main issue is affordability, with housing, groceries, insurance, and other essentials already out of reach for many Americans. Higher rates would make buying a first home even harder. There is still time to change course by ending conflicts, stabilizing trade policy, and lowering housing and energy costs. The US has significant economic potential, but the focus needs to shift toward making life more affor

Venture Capital1,962,061 members

✔️ @venture

Venture Capital1,962,061 members

📈 The S&P 500 Is Mostly a Tech Bet The market has reached 28 record highs this year, but 9 of the 11 S&P 500 sectors are lagging. Technology represents nearly 40% of the index and delivered roughly 12 of the S&P 500’s 13.6-point return, according to Silvia Insights. Energy is also outperforming, but its roughly 3% index weight means the effect is limited. Excluding technology and energy, the median sector is up barely 1% year-to-date, while 4 of the 9 sectors are negative. Buying the broad market is therefore largely a bet on a small group of technology leaders. That concentration carries risk if mega-cap technology weakens, but the sector is cheaper than it has been in years. Tatiana Darie, a Bloomberg macro strategist, said on Full Signal that the spread between the S&P 500 and infor

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📉 Stocks and the Economy Are Diverging The US stock market is under heavy pressure, but the economic outlook remains more resilient. Goldman Sachs forecasts 2.4% real GDP growth in 2027, slightly above the 2.3% expected this year. Markets are pricing only a 20% probability of a US recession next year. With real growth near 2% to 2.5% and one-year inflation expectations at 2.1%, nominal GDP growth could remain below 4.5% in 2027. If inflation continues to cool, slower nominal growth could reduce upward pressure on Treasury yields and support equities. The outlook is not risk-free. Weaker growth, a softer labor market, or another inflation shock could change it quickly. A stock market selloff and an economic recession are different things. ✔️ @venture