Vincens R. Mink

I invest 200k EUR in pre-seed and seed stage startups.
Software Engineer by trade, entrepreneur from birth.

[Vincens R. Mink @VRMink]

There is a shift in the markets today, for software companies - spurred on by the worlds understanding of what AI agents can do, and the fear that they will easily rebuild established software systems. Don't worry about AI rebuilding or copying enterprise software for “system of record”, because that way of using and selling software is not the future.

The move in the markets puts a fine point to why I am shifting my strategy away from companies that are building software for keeping records, and searching records, like Salesforce, Pipedrive, Jira, Typeform.

I believe the big winners in software, will be companies you will not recognise as software companies because they will not be selling software, they will be selling solutions to a business process, or they will be masquerading as regular companies in other industries.

To the normal customer, they will look like an old-school business. We know that is how humans prefer to interact with them, but behind the scenes almost all of the business processes will be replaced with large language models and regular code for automation, what we today call AI.

The startups who can utilise AI tools to quickly develop and run their own internal automation, will have a unique opportunity to enter into established industries, perform the exact same services, but expand the market into the lower price points, as they drive the cost of performing their services way down, but keep high margins.

In Likeminded we are investing in those who have the ambitions to become the next Nordic unicorn, and we couldn't be more excited about the future and the great companies our societies will get to enjoy.

[Vincens R. Mink @VRMink]

@levelsio We call it "mandeparkering" (husband parking)

[Vincens R. Mink @VRMink]

@dhh It's white guilt on display.

I wonder how we can offer these people another way to channel their anxiety into something more productive for the future.

[GFrei.News @GFreiNews]

Vor genau einem Jahr habe ich einen Raspberry Zero2 W in Paraffinöl versenkt.

Das Öl sorgt dafür, dass der Prozessor auch unter Höchstlast kaum wärmer wird als Zimmertemperatur.

Seitdem berechnet er mit einem BOINC-Client für die Mathematisch-Physikalische Fakultät in Prag 24/7 Asteroidendaten.

So ermitteln wir die Umlaufbahnen aller Asteroiden und wissen, wo die ihre Bahnen ziehen und auch, ob wir uns Sorgen machen müssen, dass uns einer in Zukunft trifft.

Ein genau baugleicher Zero2 W mit genau der gleichen Software führt genau die gleiche Aufgabe ungekühlt aus.

Und jetzt stellt sich die Frage: Macht perfekte Kühlung einen Leistungsunterschied aus?

Und die Antwort ist: Ja!

Und zwar signifikant! – 5,97 %

So das wäre auch geklärt. 😀

[Vincens R. Mink @VRMink]

@sonderby Kan anbefale LBC Radio (London Broadcasting). De dækker det som fluepapir

[Simon Willison @simonw]

@mitchellh: "Programming languages used to be LOCK IN, and they're increasingly not so."

[Vincens R. Mink @VRMink]

@levelsio @BartBurggraaf I completely agree. Id live out of a van, and use my shed for storage and a workspace.

Meanwhile I am paying a large mortgage for my kids to not use their rooms and my basement to hold clutter. 👌🏻

[Vincens R. Mink @VRMink]

@chrija @PointNineCap The score is lower than I would asses myself. Build an AI first company, in a traditional vertical, so all customer interfaces to the business are real people (no APIs) but all internals are AI.

[Vincens R. Mink @VRMink]

@SteffenFrolund Så hvis de selv er villige til at betale for det, drive det og følge de sikkerhedsforanstaltninger der er anderkendt på verdensplan, så er det stadig ikke godt nok?.... Det er gakket.

Vi sidder kollektivt rundt om lejrbålet, ilden er ved at gå ud, men ingen må lægge brænde på.

[Vincens R. Mink @VRMink]

@SteffenFrolund Kan private virksomheder drive små nuklear reaktorer i forbindelse med deres egne fabrikker?

[Vincens R. Mink @VRMink]

@SteffenFrolund Mærkeligt at man laver sådan noget på nationalt niveau. Det er en oplagt konkurrence parametre for kommunerne at sætte ejendoms og boligskatter som det passer til den type af bebyggelse og det niveaue af service de vil tilbyde.

[Vincens R. Mink @VRMink]

@AnichMarcel @MartinGTobias That's awesome 😎 I hope you do! I want all startups to win big. There are plenty of customers for all.

[Vincens R. Mink @VRMink]

@AnichMarcel @MartinGTobias Yes, absolutely. But we just looked at 5-10 similar startups in our region (Nordics), and already made our bet, so I am not the right match for you.

[Vincens R. Mink @VRMink]

@MartinGTobias Thank you 🙏🏻👌🏻

[Vincens R. Mink @VRMink]

@AlexVanopslagh Stærk ambition!

Det værste er SKATs nidkære holdning og komplekse regler. Det skræmmer iværksætterne fra at spørge om hjælp og det skræmmer investorer væk, for alle ved at SKATs fortolkning af reglerne er så komplekse at selv revisorer og advokater ikke kan give et svar.

[Vincens R. Mink @VRMink]

@SteffenFrolund En slags baby-kul? ... Jamen det er vel så en forbedring, eller....? Hehehe

[Vincens R. Mink @VRMink]

@Jason I'm in

[Vincens R. Mink @VRMink]

@MartinGTobias Fair, but both founders probably had the same belief in their business, just turns out one a better go to market approach than the other.

[Vincens R. Mink @VRMink]

@sonderby Det dejlige forårsvejr