Today's episode explores three ideas that caught my attention: It’s weird we measure data centers measured in gigawatts – John’s observation that we tend to discuss data centers based on their power consumption vs their computational output was fascinating – it’s like buying a car based on annual fuel consumption instead of its true utility. Geography drives energy politics – John’s "where you stand depends on where you sit" framework for understanding global energy p...
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Today's episode explores three ideas that caught my attention: It’s weird we measure data centers measured in gigawatts – John’s observation that we tend to discuss data centers based on their power consumption vs their computational output was fascinating – it’s like buying a car based on annual fuel consumption instead of its true utility. Geography drives energy politics – John’s "where you stand depends on where you sit" framework for understanding global energy p...
Episode 39: "The Devil is in the Details" | Seraf Investor CEO Alycia Doxon on Venture Market Corrections, Capital Consolidation Trends, and The Future of Angel Networks
The Diligent Observer Podcast
39 minutes
7 months ago
Episode 39: "The Devil is in the Details" | Seraf Investor CEO Alycia Doxon on Venture Market Corrections, Capital Consolidation Trends, and The Future of Angel Networks
Insights from a portfolio management software CEO who sees the venture market's "healthy shakeup" forcing overdue conversations about profitability and angel group sustainability Today's episode explores three ideas that caught my attention: The venture market reset is healthy - Alycia embraces the current volatility as necessary medicine. It challenges the trope that stability is always preferable - perhaps occasional chaos forces better investment discipline.Angel group models are evolving ...
The Diligent Observer Podcast
Today's episode explores three ideas that caught my attention: It’s weird we measure data centers measured in gigawatts – John’s observation that we tend to discuss data centers based on their power consumption vs their computational output was fascinating – it’s like buying a car based on annual fuel consumption instead of its true utility. Geography drives energy politics – John’s "where you stand depends on where you sit" framework for understanding global energy p...
