Investor in AI-enabled Future of Finance, Commerce and Work @ Coalition @Prosusgroup/@Naspers; Fueled by gym🏋️♂️ & caffeine ☕️
Amsterdam, The Netherlands
Joined January 2012
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The opportunities Silicon Valley doesn’t see tcrn.ch/28UJ8TF # via @techcrunch
30MW of AI data centres a day is an ambitious factory target. Runware wants to get there in Romania by 2028. A European compute bet where I'd watch the production ramp as closely as the technology.
Can the AI chatbot Apple is adding to Pages, Keynote and Numbers keep a pitch deck consistent with its spreadsheet?
The test I'd apply to Anthropic's IPO filing… do heavier users improve margins or just run up the compute bill?
sec.gov/Archives/edgar/data/…
Dependence on Google traffic deserves a valuation discount… its AI search changes are already upending online publishing.
Trusted training data looks like a better business with OpenAI saying it will no longer train models on the live internet, citing significant risks…
Quant salaries are rising amid the AI boom… I'd look closely at the hiring budget in any fintech pitch promising AI-driven cost savings.
The diligence question behind Eka's $1.45B valuation: how much of its physical AI model transfers to a new robot, and how much has to be learned again?
A weekly look at AI through charts. linkedin.com/posts/svaessen_…
Who pays when a big customer walks? Microsoft's exit from Nscale's UK datacentre plan makes cancellation terms an investment question. finextra.com/newsarticle/486…
If Europe is still catching up in five years, watering down EU Inc could be one of the decisions we look back on with regret. linkedin.com/posts/svaessen_…
Bank-branded instalments from Splitit. I'd be cautious valuing a BNPL business on consumer brand alone when banks can distribute the product under their own name.
finextra.com/pressarticle/11…
I worry the Netherlands will respond to AI-assisted appeals and requests with fees and caps. Public services need redesigning for AI use by both citizens and government. linkedin.com/posts/svaessen_…
The VC pact against backing rivals is fraying in AI, even in Benchmark's view. Founders should ask who gets access to their roadmap when a portfolio company becomes a competitor.
Female founders outside the usual hubs have to prove demand early on tighter budgets. That can give them an edge later: knowing what customers need and how much it costs to serve them. linkedin.com/posts/svaessen_…
With Amazon's always-listening Bee wearable now able to help you shop, I'd want to know whether it can recommend buying nothing. theverge.com/tech/1011475/am…
Next Wednesday in London with Endeavor, Oxford’s Saïd Business School and Prosus: what capital did founders actually need, and when? I suspect smaller amounts, later on, than we investors tend to assume. linkedin.com/posts/svaessen_…
Most VC funding lands within cycling distance of five or six postcodes. Investors back what's in view, leaving promising businesses outside the usual hubs overlooked. linkedin.com/posts/svaessen_…