Jensen Huang’s departure has me thinking about two very different ways companies depend on Nvidia.
Some rely on its chips, CUDA and networking. That technology isn’t going anywhere overnight.
Others are counting on Nvidia’s future decisions: whether it invests in a cloud provider, guarantees a data-center project or helps secure capacity from suppliers. That exposure is harder to assess, especially for projects where support is still being negotiated.
I dug into what Nvidia has already committed, where the uncertainty sits, and what this could mean for cloud providers, the supply chain and China’s domestic chip ecosystem.
More here: https://t.co/esnVRHfzhx
A lot of people have asked what we’re building at Loan Labs. Here it is in 93 seconds.
Mortgages still take ~45 days and ~$12k to produce because everyone works from a different copy of the loan file. We’re building one shared loan record, with AI that chases what’s missing.
📊 Exciting opportunities in LATAM cross-border transactions! 🌎💸
Montage Ventures is bullish on the future of fintech in Latin America, particularly in cross-border transactions and money movement. Here's why:
- Huge untapped market: Over 40% of LATAM adults still unbanked/underbanked as of 2023
- Digital surge: 75% smartphone penetration in 2023
- Remittance boom: Mexico received $58.9B in 2023, up 14% from 2022
- Growing trade: Intra-LATAM trade exceeded $180B in 2023
- E-commerce explosion: LATAM e-commerce reached $167B in 2023
- Fintech growth: Fintech adoption rate in LATAM reached 70% in 2023, one of the highest globally
- Regulatory progress: Open banking regulations fully implemented in Brazil, Mexico, and Colombia by 2023
We're seeking innovative startups leveraging AI, blockchain, and open banking to revolutionize:
- Cross Border RTP Infra
- FX and treasury platforms
- B2B cross-border payments
- Identity verification and KYC
Are you building the future of cross-border fintech in LATAM? We want to hear from you!
Read our full investment thesis below!
📢 Stay tuned! We'll be publishing deep dives on specific areas of LATAM cross-border transactions over the next few weeks. Don't miss out on these insights!
#FintechInvestment #LATAM #CrossBorderPayments #MontageVentures
https://t.co/9dgn61UYth
Female Founders and Funders Brunch at #SFTechWeek. Amazing to walk into a room full of women in tech and venture capital working to change the world!
Big thanks to our sponsor Moss Adams and Beverly Bian for her support + thanks to @google Community Spaces!
Loved bringing together such an amazing group of VCs in LA last night.
It was inspiring to be surrounded by so many investors who are funding the future.
I closed out the last day of @niapatel__’s “Demystifying Early-Stage Venture Capital Investing” class at the @GraziadioSchool as the final guest speaker.
Common to hear “have you raised VC?” when starting a startup. But it may not be the 1st step.
Creating something from nothing with a group of similarly motivated people is a peak life experience
I hope everyone gets to experience it at least once in their life
Today, @meena and I are excited to introduce Phenomenal Ventures with a $6M debut fund to invest in top early-stage technology companies building the future of enterprise software, fintech, and commerce. https://t.co/54vj74juOK
When Gates stepped down from Microsoft in 2000, it was a $600B mkt cap company.
Over 13 yrs Ballmer ran it down to $270B (the stock was up 9% the day he announced he would retire).
Now @satyanadella has been running it for 9 years and the mkt cap is up to ~$2T