📶 what VCs are expecting under Trump

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Good morning 👋

I’m having a hard time ignoring all of the DeepSeek on my timeline.

I really don’t understand why anybody would voluntarily give over data to a Chinese-owned LLM.

How many times does it need to be proven that China is not an ally?

Moving on.

Trump has only been in over a little over a week, and everybody (VCs included) is trying to figure out how to profit over the next four years with the new regime back in charge.

We give our two cents on the major areas we’re monitoring in today’s piece.

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Today’s highlights

• Trumps agenda and its impacts

• The new digital age of the SEC

• Why VCs are looking at low-margin businesses again

• What to make of the DeepSeek news