Alessandro Levi

Robotics PhD. Former founder turned VC investor. (tweets my own)

[Alessandro Levi @alessandrolev]

@brian_armstrong There is a need for some deeptech VC critical mass here.

[Alessandro Levi @alessandrolev]

🤯 Want to geek out on why EUV machines are INSANE? (Size of a bus, mirrors smoother than ice, lasers hotter than the sun, 100k components, price tag $250m...Made only by Dutch giant @ASMLcompany — until now?
Dive into my deep-dive blog post: https://t.co/aUJ5h1Y16N.

More info about the news here: https://t.co/coilrS8qfD

#ChipWar #Semiconductors #ASML

[Alessandro Levi @alessandrolev]

🚨 BREAKING: China just built its first EUV lithography prototype—the machine the US & West desperately tried to block forever.
This powers the world's most advanced chips (AI, phones, weapons). Prototype done in early 2025, testing now. Realistic first chips: 2030 - way ahead of old estimates.
The new Cold War just got hotter. 🔥🇨🇳 vs 🌍 #ChinaTech #Semiconductors #ChipWar

[Alessandro Levi @alessandrolev]

Plus: it’s ALL CASH, not a stock combo. And this time, regulatory risk looks far lower.

https://t.co/3Ictz17CRd

[Alessandro Levi @alessandrolev]

@wbd reportedly plans to rebuff @paramountco’s $108B hostile offer, despite the bid valuing the assets at $30/share vs. ~$27.75 standalone and a ~$25B premium to the $82.7B EV of studio + streaming. Hard to justify

[Alessandro Levi @alessandrolev]

@wolfejosh @elonmusk Once fusion is achieved, isn’t it clearly the superior path? Cleaner, safer, virtually unlimited fuel, and no long-lived waste or meltdown risks. SMRs are great for now, but they’re still fission-based.

[Alessandro Levi @alessandrolev]

@ramez The technology gap is getting smaller and smaller even for semi. Restricting export won’t avoid China to find their way. The only solution is to keep the competing advantage

[Alessandro Levi @alessandrolev]

@paoloardoino @qvac Fantastic news!! Ex Italian Institute of Technology PhD student here.

[Alessandro Levi @alessandrolev]

Good start to the week. @paramountco launched a $108b hostile bid for @wbd 🍿
Inorganic growth in Hollywood won’t stop here.

https://t.co/ahVI5qaeHi

[Alessandro Levi @alessandrolev]

@paramountco launching a hostile takeover for @wbd . Legacy media is officially in the endgame: undervalued assets, heavy debt loads, and streaming economics are pushing Hollywood into a new era of consolidation. 🍿

[Charles Gasparino @CGasparino]

SCOOP: How Warner Bros. Discovery’s CEO decided to sell to Netflix— and why the media giant’s auction may not be over as Paramount Skydance plots its next move including a possible "hostile" bid cc @paramountco @Skydance @wbd @netflix

https://t.co/YkcamTb3pA

[Alessandro Levi @alessandrolev]

Okay @Google, time to remake some good AI glasses. Please partner with @EssiLux and don’t come up with the past nerdy design that only Silicon Valley engineers like.

[Chubby♨️ @kimmonismus]

Google cooked so hard. Not gonna lie, this feels like the future is here.

Now develop Google Glasses with enough battery power, a good chip, and a look like Ray-Bans, and you'll have an instant hit. 100%.

[Alessandro Levi @alessandrolev]

Amazing initiative

[Michael Dell 🇺🇸 @MichaelDell]

$6.25 billion. 25 million children. $250 each.

Susan and I believe the smartest investment we can make is in children. That’s why we’re so excited to contribute $6.25 billion from our charitable funds to help 25 million children start building a strong financial foundation through Invest America. 💪📈🇺🇸

https://t.co/Rua4PBJaEc

[Alessandro Levi @alessandrolev]

Amazon is the latest to release its own AI chip.
Custom silicon is becoming a moat for hyperscalers (Amazon, Google, Microsoft), but only when paired with an equally strong software ecosystem.
Hyperscalers can’t rely solely on Nvidia anymore because:
1. Nvidia captures 60–70%+ of the value chain’s margins
2. GPU supply remains constrained
3. Outsourcing compute to a single vendor creates strategic dependency

The war on margins is now being fought at the chip level and in the software stack.

https://t.co/T0EC1PCj0L

[Alessandro Levi @alessandrolev]

Marvell is reported to be in advanced talk to buy Celestial AI, a photonic startup with great demos but little revenue. The deal could be valued at $5B+.
History says 80–90% of deals like this torch shareholder value.
3–5 year roadmap + AI FOMO = classic overpay risk.
Great news for investors, questionable
for $MRVL shareholders.

https://t.co/K7S3iNZm75

[Alessandro Levi @alessandrolev]

@paoloardoino Will you unlock device access for the iPhone (for documents) and cloud storage like Dropbox, Drive?

[Alessandro Levi @alessandrolev]

Right idea, wrong decade. Market timing is the most expensive lesson in venture.

[Marc Andreessen 🇺🇸 @pmarca]

Is it really a bubble when $182M is lost en route to $70B? 👀

[Alessandro Levi @alessandrolev]

For years, semis were dismissed as too slow + too costly (“$5M+ for an ASIC” was the mantra entrepreneurs heard), while VCs chased apps, e-comm, fintech. Now the deeptech renaissance is here, driven by AI, geopolitics & supply chains. Big congrats to Rivos, chip developer on open-source RISC-V, for his EXIT! 🚀

https://t.co/HoTYvSKrK8

[Alessandro Levi @alessandrolev]

@Rainmaker1973 Kindness

[Alessandro Levi @alessandrolev]

Goodbye to Pasquale Pistorio, visionary leader, who built STMicroelectronics into a global powerhouse. A master of value creation in action. 🌟

https://t.co/CyZU1AKweW