Jan Alberti

Partner bmp Ventures #VC #BusinessAngel - auto & bike geek, vc of 50+, angel of 5, dad of 2

[Jan Alberti @Jan_Alberti]

@christianmiele Um die soziale Marktwirtschaft in abgespeckter Variante bewahren zu können, brauchen wir Wirtschaftswachstum. Hierfür braucht es billigere Energie und geringere Arbeitskosten. Ich bezweifel, dass das überall verstanden wird. Kleinstreförmchen werden uns nicht retten können.

[Jan Alberti @Jan_Alberti]

@flo_resch Wahrscheinlich der gravierendste Grund, warum Deutschlands Startups zu wenig Wachstumskapital haben und wenn überhaupt aus dem Ausland finanziert werden.

[Jan Alberti @Jan_Alberti]

@sparbuchfeinde Ruf ihn nochmal an: Er soll jetzt Depotanteile verkaufen, sodass nach Abgeltungssteuer beim Erbfall keine Erbschaftssteuer mehr anfällt. Weniger Gewinne im Depot = geringere steuerliche Bewertung.

[Jan Alberti @Jan_Alberti]

SOLAR MATERIALS secures up to EUR 20M growth financing for european expansion in series B https://t.co/Mvih4R85Uy

[Joakim 🌹🇳🇴🇪🇺 @joakial_]

For the first time in Norwegian history, a bus will carry passengers in regular traffic without any human behind the wheel. The first pilot without a safety driver was tested Friday, and if all goes as planned, anyone can ride driverless buses starting in May.

[Jan Alberti @Jan_Alberti]

Stell dir vor die Börse crasht 📉 und keiner geht hin 🤣 SP500: >7.000 Punkte

[Negligible Capital @negligible_cap]

The name of the company… NewBird AI. It is a cutting-edge, AI-native cloud infrastructure firm out of- well, they used to be out of San Francisco making sneakers, but forget that, John- they are now awaiting imminent deployment of next-generation GPU compute clusters that have both massive enterprise and consumer applications. Now, right now, John, the stock trades on the Nasdaq at about the price of a cup of coffee. And by the way, John, our analysts indicate it could go a heck of a lot higher than that. And John- one more thing- they're up 160% just today

[Jan Alberti @Jan_Alberti]

@derhagemann Welt AG kaufen und zurücklehnen. Egal ob nach market cap, BIP oder dazwischen.

[Jan Alberti @Jan_Alberti]

@christianmiele Entrepreneure braucht das Land und ein positiveres Bild dieser. Das fängt im Kindergarten/Schule an und muss in jedes Curriculum. Nicht abhängige Beschäftigung und eigenes Vermögen machen unabhängig! Immer mehr "gerechte" Umverteilung schafft Abhängigkeiten.

[Günther Steiner 🤬 @BanterSteiner]

At the moment I feel like I know more about fucking curling than I do about this year's Formula 1.

#AusGP 🇦🇺#F1 #F12026

[Matt Turck @mattturck]

HOW TO GET TO 15% BODY FAT

In your 20s: Play one sport, once a week. Don't over drink.

In your 40-50s:

04:30 AM: Wake up and immediately consume 8oz of lukewarm lemon water while staring at a picture of a carbohydrate to build psychological resilience

04:45 AM: 20 minutes of "dynamic mobility" which is just a fancy term for making your joints inflict horrible pain

05:10 AM: Fasted Zone 2 cardio on a stationary bike while reading a book on how to optimize your sleep

06:00 AM: Cold plunge in a tub of ice until your heart rate hits emergency mode.

06:30 AM: Lift heavy things. Focus on compound movements like the "Mid-Life Crisis Deadlift."

07:30 AM: High-protein breakfast (4 egg whites no yolk)

09:00 AM: Arrive at work. Take the stairs. All 14 flights.

10:30 AM: Standing desk only. If you sit, your metabolism legally legally considers it a nap

11:00 AM: Sneak into the office bathroom for "isometric wall sits" while on a conference call

12:30 PM: Lunch is a kale salad. You must chew each leaf 40 times to burn calories through mastication.

02:00 PM: Afternoon "Metabolic Spike": Sprint to the breakroom, look at the birthday cake, cut a 16th of a slice and then eat half of that

03:30 PM: Grip strength training using only your stress and a heavy-duty hand squeezer during the "Weekly Sync" meeting.

05:30 PM: Commute home. If you drive, you must flex your abs so hard you leave an imprint on the seat

06:15 PM: Second workout: "Functional Fitness." This involves carrying all the grocery bags in one trip while performing lunges on the street

07:30 PM: Dinner is 6oz of grilled salmon. The salmon must be wild-caught; if it was farm-raised, it didn't exercise enough, and its lack of discipline will infect you

08:30 PM: Foam rolling. This is the part of the night where you groan loud enough to concern the neighbors.

09:00 PM: Blue-light blocking glasses on

09:15 PM: Magnesium supplement, ashwagandha, creatine, vitamin D, and a prayer to the gods of testosterone.

09:30 PM: Sleep in a room kept at exactly 64 degrees. If it hits 65, your six-pack will immediately retreat into a "keg" formation.

02:00 AM: Wake up to pee because of all the water you drank. Do 5 air squats before getting back in bed to "keep the engine idling"

[Jan Alberti @Jan_Alberti]

@chrija

[Felix Prehn 🐶 @felixprehn]

Remove 4 companies from the US economy and the whole thing falls apart

Microsoft, Amazon, Alphabet, and Meta are spending $650 billion on AI this year. That spending drove 40% of GDP growth. Tech is 75% of all stock market profits

Take them out. Look what's left

Goldman Sachs says this matches the 1990s telecom boom, which is not exactly comforting if you remember how that ended.

AI-related sectors drove roughly 40% of all GDP growth last year. Tech companies now generate 75% of all S&P 500 profits. If those four companies stopped spending tomorrow, the economic growth rate you see on the news would cut in half overnight. Your index fund, your retirement account, all of it is riding on four companies making a bet that may or may not pay off.

Goldman calls it a "generational opportunity." Translation: "We have no idea if this will work, but if we don't spend and our competitors do, we're toast." That's not confidence. That's a $650 billion game of chicken.

And while those four companies prop up the economy with spending, AI is simultaneously destroying value in other sectors. Software companies are at historic lows. Semiconductor companies are at historic highs. Both extremes at the same time. And when you see historic extremes in both directions, a correction in one or both is coming.

Consumer sentiment is in the toilet. Households are paying $1,300 more per year from tariffs. But the stock market stays flat because four companies are spending enough money to paper over everything else.

i use tradevision to track where this $650 billion is actually landing. JP Morgan's data shows buying semiconductors and shorting software companies returned 35% this year. the institutions aren't betting on "AI helps everyone." they're picking specific winners and losers.

Remove the four companies. Look at what's underneath. That's the real economy. And it's not pretty.

[StockMarket.News @_Investinq]

Jack Dorsey just fired half his company.

Not gradually but all at once.

More than 4,000 people, gone.

And the stock didn't crash, it EXPLODED 22%.

Here's what's really going on.

Block, the company behind Cash App, Square and Afterpay, just announced the largest AI driven layoff in corporate history.

Headcount is being cut from 10,000 to under 6,000.

This was not a distress signal.

The company is profitable and the revenue is growing.

Dorsey chose this.

His exact words: "Intelligence tools have changed what it means to build and run a company."

"A significantly smaller team, using the tools we're building, can do more and do it better."

Translation: AI can do their jobs now. So they're gone.

But here's the part that should concern everyone.

Dorsey didn't stop there.

He said most companies will reach the same conclusion within a year.

"I'd rather get there honestly and on our own terms than be forced into it reactively."

He's not apologizing but he's warning.

The numbers tell the story Wall Street wanted to hear.

Block's 2026 profit guidance: up 54%.

Earnings per share projection of $3.66, crushing analyst expectations of $3.22.

Gross profit growing 18%.

The math is brutal but simple, fewer humans, more margins.

Inside the company, this has been building for months.

Block already cut 10% of staff earlier this month and 1,000 more last year.

Every remaining employee was required to use AI tools daily.

AI fluency was built into performance reviews.

If you couldn't keep up, you were next.

The internal AI platform is called "Goose."

It started as a small engineering test tool two years ago.

Now nearly every employee uses it.

Engineers are shipping 40% more code per person than they were six months ago.

That's the productivity gain that made 4,000 people expendable.

And here's the part nobody is talking about.

Days before this announcement, a research firm called Citrini published a fictional scenario:

AI tools so powerful they forced mass layoffs across America.

It rattled markets.

Then Block made it real.

Wall Street's reaction is the most dangerous signal of all.

A company fires half its people and stock rockets 22%.

Every board in America just watched that happen.

Every CEO just did the math.

Every worker should understand what that math means for them.

This is not one company's decision, this is a blueprint.

The question is no longer whether AI will replace jobs.

It's how fast.

[Jan Alberti @Jan_Alberti]

@jenslapinski @christianmiele ... könnte

[Jan Alberti @Jan_Alberti]

@christianmiele Wenn Deutschland ein Startup wäre, bräuchte es einen harten Pivot: neuer Fokus statt weiter der alten Illusion folgen, radikale Kostendisziplin, Austausch und Verschlankung im Top- und Mittelmanagement und Gruppentherapie. Ohne diesen Turnaround - kein weiteres Investment.

[Jan Alberti @Jan_Alberti]

Me trying to get a clue about the latest US tariff calculations.

[Finbarr Taylor @finbarr]

https://t.co/KRlTbtnA8A

[Jan Alberti @Jan_Alberti]

Jeder in staatlicher Verantwortung mit Budget sollte von @RayDalio "Wie Staaten bankrott gehen: Der große Schuldenzyklus – warum die Weltwirtschaft in die Krise steuert und was wir jetzt tun müssen" lesen und handeln.

[Jan Alberti @Jan_Alberti]

@MichaelAArouet You are late to start worrying...