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That's good to hear actually. It's usually a downer when a strongly held belief is contradicted with hard evidence, but I'm excited to hear that there's life ye
by daxfohl 8mo ago
That's good to hear actually. It's usually a downer when a strongly held belief is contradicted with hard evidence, but I'm excited to hear that there's life yet in the industry outside of AI. Any specific trends or themes you can share?
- jacquesm 8mo agoEnergy is a much larger theme than it was in the years before (obviously, since we're in the EU and energy overall is a larger theme in society here. This has a reflection in the VC market, but it also is part of a much larger trend, climate change and CO2 neutrality). Another trend - and this surprised us - is a much stronger presence of really hard tech and associated industries and finally - for obvious reasons, so not really surprising - more parties active in defense.
- daxfohl 8mo agoTotally makes sense. Things that (once complete) have more realizable tangible value, rather than "optimizing user engagement" aka "enshittification" as some kind of imaginary value store for the last 20 years and is now being called in.
- jacquesm 8mo agoWhat is especially interesting is to see the delta between the things that are looked at in pre-DD and which then make it to actual DD after terms are signed.