War is Back and It's Not Just in the Places You Think @aleph-vc

Uploaded May 2026 | Updated September 2026, 13 minutes ago

For 400 years, the nation-state ran the world. Borders, sovereignty, monopoly on force. That bargain is now fraying — and war is a big reason why. The return of war isn't just a tragedy but a structural shift: one that's reshaping supply chains, capital flows, industrial policy, and what it means to build a company in 2026.
Read the full annual letter here: bit.ly/4uqAkyt
#Geopolitics #NationState #War #VentureCapital #AlephVC #Sovereignty #GlobalEconomy #Investing #MacroTrends #Innovation

War is Back and Its Not Just in the Places You Think

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

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