Private Companies Need New Allies @aleph-vc

Uploaded May 2026 | Updated September 2026, 3 hours ago

The old VC playbook said: pick great companies. The new playbook says: pick the right sovereignties. This is why the next decade of venture capital will be defined by geopolitical alliances, trusted supply chains, and the emerging "Pax Silica" bloc — and why investors who ignore this will systematically misprice risk.
Read the full annual letter: bit.ly/4uqAkyt
#Geopolitics #VentureCapital #SovereignTech #AlephVC #Startups #DefenseTech #Innovation #Investing #Alliances #NationalSecurity

$The only AV company getting paid to collect data On Invested, Michael Eisenberg sits down with Zach Greenberger (ex-Lyft) CEO of Nexar, to break down why Nexar may have built a more powerful real-world driving data engine than Waymo. 🚗🤖 While Waymo recently celebrated 100 million miles ever driven, Zach explains how Nexar collects hundreds of millions of miles per month through a global network of connected dashcams - at a fraction of the cost. Instead of spending billions on specialized fleets, Nexar crowdsourced real-world edge cases to train the next generation of autonomous vehicles and world models. Is real-world data the ultimate AI moat? Watch the full episode of Invested with Michael Eisenberg to hear how Nexar is reshaping the future of autonomy, physical AI, and world models. #InvestedPodcast #MichaelEisenberg #Nexar #Waymo #AutonomousVehicles #ArtificialIntelligence #WorldModels #AIData #SelfDrivingCars$

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