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.
ICYMI 👀 The upgrade options for this newsletter have gotten a boost.
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

