Cloud Stocks: Analysis of AMD’s ZT Systems’ Acquisition

Yesterday, AMD (NYSE:AMD) announced its first quarter earnings that outpaced market expectations. The overall export issues with China will result in $700 million in lost revenue for the current quarter.

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1Mby1M AI Investor Forum: Mark Phillips, Founder and Managing Partner at 11 Tribes Ventures (Part 6)

Sramana Mitra: The founders that are prized are founders who bring that kind of deep domain knowledge with which to build something differentiated.

Cloud Stocks: Palantir Delivers through Government Contracts

Yesterday Palantir (NYSE: PLTR) announced its first quarter earnings that outpaced market expectations. Driven by strong government contracts, the company raised its outlook for the year as well. 

Video FAQs

1Mby1M AI Investor Forum: Mark Phillips, Founder and Managing Partner at 11 Tribes Ventures (Part 5)

Sramana Mitra: So, tell me a little bit about fund two. What are you expecting to see? I’m sure you have some sort of a pipeline and deal flow that’s already built up as you are starting to divest your second fund. What is happening in the geographies you are interested in? Tell us more about what’s happening in the tech enabled services work.

1Mby1M AI Investor Forum: Mark Phillips, Founder and Managing Partner at 11 Tribes Ventures (Part 4)

Sramana Mitra: What size checks do you write?

Mark Phillips: Out of fund two, we’re writing a $1-$1.5 million check into  to portfolio companies over the course of the next two to three years.

Colors: July

I’m publishing this series on LinkedIn called Colors to explore a topic that I care deeply about: the Renaissance Mind. I am just as passionate about entrepreneurship, technology, and business, as I am about art and culture. In this series, I will typically publish a piece of art – one of my paintings – and I request you to spend a minute or two deeply meditating on it. I urge you to watch your feelings, thoughts, reactions to the piece, and write what comes to you, what thoughts it triggers, in the dialog area. Let us see what stimulation this interaction yields. For today – July

July | Sramana Mitra, 2019 | Watercolor, Ink | 16  x 20, On Paper

1Mby1M AI Investor Forum: Mark Phillips, Founder and Managing Partner at 11 Tribes Ventures (Part 3)

Sramana Mitra: Yes. Most VCs and certainly Andreessen Horowitz are operating with a unicorn chasing mindset. This particular fundraise by Andreesen Horowitz is absurd because to give returns to limited partners on a $20 billion fund makes no sense.

Colors: June

I’m publishing this series on LinkedIn called Colors to explore a topic that I care deeply about: the Renaissance Mind. I am just as passionate about entrepreneurship, technology, and business, as I am about art and culture. In this series, I will typically publish a piece of art – one of my paintings – and I request you to spend a minute or two deeply meditating on it. I urge you to watch your feelings, thoughts, reactions to the piece, and write what comes to you, what thoughts it triggers, in the dialog area. Let us see what stimulation this interaction yields. For today – June

June | Sramana Mitra, 2019 | Watercolor, Ink | 16  x 20, On Paper