
Sabbatical. Occasional 👼. Built @iubenda group for 13y+.
Europe + big plus🇨đź‡
Joined November 2007
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Technion has a crazy pull
Which startups are most likely to get an investment from top tier VCs?
I looked at ~60 attributes across 5000 startups and these were the 15 strongest.
#1 is being from a top tier fund. MBA is a negative signal
Full list of signals below:
this madness is going to go on and on till there’s nothing left to tax.
BREAKING: France just voted to tax the internet.
French lawmakers approved a tax of €0.055 (5.5 cents) for every gigabyte of data that companies like Netflix and YouTube send to French users. It’s a tax on the companies, not users directly, but the cost could get passed on to subscribers.
The vote was 11 to 10, with only 35 of 577 lawmakers present. Supporters say it could raise up to €10 billion a year. The French government opposed it, warning it would hit smaller French companies hardest; VLC says it would cost it over €1 million a year.
Readers added context they thought people might want to know
This amendment to France's 2027 budget bill was narrowly adopted 11-10 in the National Assembly (35 voters present) but is not yet law, faces government opposition, and must still clear further Assembly/Senate steps.
assemblee-nationale.fr/dyn/17/comptes…
assemblee-nationale.fr/dyn/17/amendem…
capital.fr/economie-polit…
stephanelarue.com/taxe-au-gigaoc…
most animated headers probably counterintuitively kill conversion, but if you can get a core message across, maybe it'll do wonders
fantastic
We're doubling down on hardware and are looking for someone to manage our hardware shop ycombinator.com/companies/y-…
good security check list for Mac users
do it
Here is my 10 Minute Mac Security Checklist
It covers the min requirements to harden your Mac's security using system settings and free, open source tools
mac.0xosprey.com/
guess this isn't it
If anyone catches whiff of any investor at all thinking about giving these guys money, please direct them to me and I will explain why this cannot happen
Giotto is trained on kimi and launched as "the smartest european sovereign ai" 8 days after the CEO wrote that open source is a trojan horse for europe and then enacting the same trojan horse as an excuse to raise money from people who don't know better. For those who don't know I can't describe how laughable it is to use these old "benchmarks". Half the benchmark table is saturated, really old maths, zero agentic evals, and the launch EULA banned you from publishing your own numbers.
Building on open weights is fine, it's literally my job. Lying about it, but most importantly doing it so incompetently and poorly, is not. Incompetence can itself be a form of evil
I've been thinking about exactly this for a while.
There is no reason we can't (re)build our beautiful cities again. Add stone-molding robots to the mix and there is nothing holding us back.
defence is currently one of those sectors that are insanely fast moving, and important.
The one sector where Europe (eastern Europe I guess) can no longer afford to ignore reality.
Uwe Horstmann and I started out as venture investors in Europe around the same time. He has a military background, and he was investing in defence years before it was obvious – honestly, before most of us would have taken the meeting. Then he stopped investing in it and went to build it.
We were the first to back him at inception and have tripled down every round since.
STARK is what he and @jschaback built. A multi-domain neo-prime for European defence: inexpensive, AI-driven systems – from drones to unmanned boats and beyond across air, land and sea – designed from the first prototype to be mass-produced. Within 18 months of founding they had landed contracts worth billions, which @gradypb notes is unheard of in this industry. They went from zero to 700 people in two years, most of them engineers.
Uwe’s view is that the real lesson of Ukraine isn’t drones. It’s the innovation ecosystem – soldiers giving feedback, talent willing to work in defence, capital, a robust supply chain, procurement that moves in months instead of years. Combat ready technology, from the real world.
The other thing is how close they stay to the user. The buyer is a general. The customer is a staff sergeant. STARK has a large team in Ukraine and shows up at the training grounds with a new version every couple of days. This feedback is critical. They take it, go back, and come back with something a little better. That is how you win trust with soldiers.
Johannes is an engineer’s engineer. He tells the story of a public test that didn’t go to plan, a frozen shooting range in November, three shifts around the clock, and the moment two weeks later when “from there on, we’ve always hit.”
A few things we cover:
– The four things STARK did right: innovate next to the battlefield, fund the R&D themselves, design for certification and mass deployment from day one, and make the factory part of the weapon. “Production is deterrence”
– Soldier-centricity: why soldiers wanted a wood box they could burn vs plastic, and what that taught the team about the lab vs. the field
– Europe’s mandate to step up on defence, and why its changes in procurement are structural, not a moment. Europe doesn’t change because of a charismatic leader; it changes when reality kicks in
– “As complex as a washing machine”: the edge a two-year-old company has over a 70-year-old prime
– Startups inside a startup: autonomous programs for maritime, aerial and strike systems, plus capability teams for GNSS-denied navigation, target re-identification and comms
– Sub-meter precision on a target moving at 60 km/h, and why it’s neither a hardware problem nor a software problem but both, tuned together down to the compute budget
– Born out of fire: the Virtus test that failed in public, and the four weeks that followed
– A single strike from launch to target: the operator sets the intent, the system plans around no-fly zones, the swarm shares what it sees, and the human stays in the loop where the customer wants them
– Where AI shows up: perception on the device, Minerva for mission planning, and NATO’s responsible-use principles as hard-coded safeguards
– The next hard problem isn’t a product. It’s contract design – building surge capacity into the contract the way you’d buy cloud, because that is where real deterrence comes from
0:00 – Introduction
1:03 – Billions in contracts in 18 months: Stark's four-part playbook
2:28 – The staff sergeant matters as much as the general, and wood beats plastic
7:42 – Why Europe is ready for a neo prime, and why procurement reform will last
11:45 – Startup DNA, venture-style programs, and "as complex as a washing machine"
16:27 – Born out of fire: the failed trial and the round-the-clock comeback
21:13 – Where Stark finds talent, and why defense is no longer off-limits
23:48 – Anatomy of a strike, from the wooden crate to the kill zone
27:22 – Vertical integration, multiple domains, and shifting left on manufacturing
32:53 – After the Hugging Face hack: guardrails on autonomous weapons
35:56 – Matching the primes on R&D and scaling to 700 people in two years
39:24 – Deterrence by contract, and Europe's next chapter with the US
To the uninitiated, this man was Minister of Climate, energy and utilities in Denmark from 2019 - 2022 where he did everything he could possibly do to put us in this situation, including halting all existing oil and gas exploration, as well as cancelling all future licensing rounds for oil and gas exploration in th North Sea. It's hard to find a worse person to navigate us through this winter.
the exciting part about this new phase is that everyone wants to do it again and the chances to get somewhere is arguably higher than ever before [so is the competition]
If you missed the web, then mobile, here’s a third chance
1/ Excited to announce our new company Particle
This is our first step in a series of models focused on developers.
With particle-1, we focused on token efficiency and managed to keep parity in performance while using ~45% fewer tokens.
Live now: particle.ai
Hello Zurich
We’re creating a 4D living model of the real world.
From indoor spaces to entire cities, Moving Atoms is turning the physical world into accurate, high-resolution 3D models. Each object is separated, physics tuned and has its own Mesh.
This was Created by the Moving Atoms Engine.
Export files include: Isaac Sim, Newton, IFC, Revit , USD.
Nothing forces us to live like this but
0 ambition
spending money on the wrong things
cultural suicide
What a melancholy comparison. It’s time, lavishly & liberally, to replant street trees, widen pavements, rip out ugly lights & reclaim streets from their highways officer overlords
Dickens Street, Toxteth, 1911 vs 2023
📸 via the great @keithjones84 who is very worth following
read this tweet, read the reactions.
There is something rotten in the state of [the World].
Congratulations to my friend @LulaOficial on his electoral victory.
Democracy and multilateralism have won in Brazil.
Europe’s partnership with Brazil is thriving.
We will remain by your side for the years to come.
Together we will keep working closely for free and open trade.
A rules-based global order.
And strong ambitions for our climate.
Remotion recaps
The most underrated thing you can do with Claude Code right now:
Remotion Recaps
It's been super useful asking Claude to turn its own output into a 2-minute video.
I've been doing this for plans, audits, research, call breakdowns, etc. Works especially well if you hate reading long text output.
An exercise you can do right now:
Open Claude Code. Point it at any doc, transcript, article, or link. Then paste this:
"Read [link or file]. Turn it into a 90-second to 2-minute Remotion video that explains the core ideas to me, so I don't have to read the whole thing.
- Write the script first: 6-10 scenes, 2-5 short lines each.
- One idea per scene: big headline, a few labeled cards, a progress bar so I know where we are.
- Add a voiceover and time each scene to its audio.
- Render the video as a shareable Claude artifact so I can share it with my team if needed."
Just did this with a 20+ page build plan doc for a project I'm working on. 64 sections became 9 scenes and 2 minutes of video.
The default voice it uses is Mac voice which sounds super robotic. If you want a better voice ask Claude to use Treg to find a higher quality voice (will cost ~$0.05 or less).
This is really useful for making Claude SHOW you its work in a visual format.































