Miklós Kovács

vc @ieuropecapital - founder @blueopes - help grow startups in CEE - tweets #fintech #technology #venturecapital

[Miklós Kovács @kovacsmikee]

@MichLieben Claude Code

[Miklós Kovács @kovacsmikee]

@ojblanchard1 much of the variance in stock prices is explained by discount rate (risk premium) variation, not by actual cash-flow shocks as per Campbell & Shiller, Cochrane - this factor is usually not discussed

[Miklós Kovács @kovacsmikee]

I'm on the waitlist for @perplexity_ai's new agentic browser, Comet: https://t.co/QPiQkUongv

[Miklós Kovács @kovacsmikee]

@jjen_abel @luanrolivari Peter Thiel gives the examples of amazon (books) / facebook (harvard uni) / ebay (pez dispensers) / paypal (ebay power sellers)

[Miklós Kovács @kovacsmikee]

@mattturck Steve Jobs quoted Alan Kay with "People who are really serious about software should make their own hardware."

[Miklós Kovács @kovacsmikee]

@clemnt it is when the synergy is high as it is strategically important and the buyer is willing to share some of the value of the synergy / maybe possible when it is strategically important for someone else too

[Miklós Kovács @kovacsmikee]

@dandolfa @APompliano do you think the FTPL story / explanation makes sense here? i.e. expectation of future tax increases was high in 2008 vs 2021

[Miklós Kovács @kovacsmikee]

@asymco @BenBajarin simpler use cases = trucks on highways / taxis on fixed routes etc

[Miklós Kovács @kovacsmikee]

@asymco @BenBajarin “Self driving will never happen” / not even for simple use cases? why?

[Miklós Kovács @kovacsmikee]

@smilenteo @McKinsey yes, our own #s also support the data

[Miklós Kovács @kovacsmikee]

@youyanggu any plans to extend the path to herd immunity analysis to europe?

[Miklós Kovács @kovacsmikee]

@hnshah found PM fit

[Miklós Kovács @kovacsmikee]

@ByrneHobart liq pref is usually 1.0x non-participating (no built-in return) so it is a zero-coupon bond w/ zero yield, so does not really make sense as a separate asset

[Miklós Kovács @kovacsmikee]

@ChristensenInst RIP

[Miklós Kovács @kovacsmikee]

@TheAnnaGat explain how it lead you to a deeper understanding of the current problem you solve

[Miklós Kovács @kovacsmikee]

@SamHarrisOrg climate change as property rights are not clearly defined

[Miklós Kovács @kovacsmikee]

Get through your inbox twice as fast with @Superhuman. If you have a referral, please send one my way! 💜 https://t.co/e6bZ9v7x3f

[Miklós Kovács @kovacsmikee]

@neilswmurray “seed is no longer local” - i hope this is / or going to be the case in Europe - do you have any actual ‘hard’ data on this (european cross-boarder deals in seed)? if i find any i’d be sharing it w/ you

[Miklós Kovács @kovacsmikee]

@lpolovets also an interesting and related q, how to identify a company w/ moats before this fact gets priced in (co's valuation) - moat compounds over time, but should be reflected in the price from day one (in case there is some consensus over it) - 'unpriced moats' is smthg to look for

[Miklós Kovács @kovacsmikee]

@louicop securing (government / municipality) licences to operate in certain (urban) area - see scooter / OEMs' car sharing operations that depend on these- i wonder unique this skill is and how sustainable, but probably not compounding