#venturecapital — Public Fediverse posts on home.social

Dining and Cooking @[email protected] · 2026-09-21 · 05:32 UTC

How one Colorado gardener feeds dozens in the “vortex” of Crestone https://www.diningandcooking.com/us/23110/ #AI #colorado #ColoradoDining #ColoradoFood #ColoradoGroceryStores #ColoradoRestaurants #DataCenters #FoodInsecurity #gardening #Investors #JobsReport #SanLuisValley #UnemploymentRate #VentureCapital #What’sWorking

#ai #colorado #coloradodining #coloradofood #coloradogrocerystores #coloradorestaurants

Dining and Cooking @[email protected] · 2026-09-21 · 05:32 UTC

How one Colorado gardener feeds dozens in the “vortex” of Crestone https://www.diningandcooking.com/us/23110/ #AI #colorado #ColoradoDining #ColoradoFood #ColoradoGroceryStores #ColoradoRestaurants #DataCenters #FoodInsecurity #gardening #Investors #JobsReport #SanLuisValley #UnemploymentRate #VentureCapital #What’sWorking

#ai #colorado #coloradodining #coloradofood #coloradogrocerystores #coloradorestaurants

Dining and Cooking @[email protected] · 2026-09-21 · 05:32 UTC

How one Colorado gardener feeds dozens in the “vortex” of Crestone https://www.diningandcooking.com/us/23110/ #AI #colorado #ColoradoDining #ColoradoFood #ColoradoGroceryStores #ColoradoRestaurants #DataCenters #FoodInsecurity #gardening #Investors #JobsReport #SanLuisValley #UnemploymentRate #VentureCapital #What’sWorking

#what #venturecapital #unemploymentrate #sanluisvalley #jobsreport #investors

Dining and Cooking @[email protected] · 2026-09-21 · 05:32 UTC

How one Colorado gardener feeds dozens in the “vortex” of Crestone https://www.diningandcooking.com/us/23110/ #AI #colorado #ColoradoDining #ColoradoFood #ColoradoGroceryStores #ColoradoRestaurants #DataCenters #FoodInsecurity #gardening #Investors #JobsReport #SanLuisValley #UnemploymentRate #VentureCapital #What’sWorking

#ai #colorado #coloradodining #coloradofood #coloradogrocerystores #coloradorestaurants

Marin Ivezic @[email protected] · 2026-09-20 · 14:45 UTC

Data centers in space are a stupid idea. Quantum AI data centers in space are a way stupider one. I have wanted to write this for two years, and an investor's question finally gave me the excuse.

In vacuum, the only way to shed heat is radiation. Starcloud's 5 GW proposal needs 10 square kilometers of radiator, about three times Central Park, plus 16 square kilometers of solar panels. So, in short, for this to work we need a structure with the footprint of half of Manhattan and the weight of a Nimitz-class aircraft carrier - seven times the mass of everything currently in Earth orbit combined, parked in a debris field where fragments arrive at 10 km/s, taking hundreds of debris hits a day, with 69,000 kilograms of pressurized glycol per second flowing through the pipes behind those radiators. At 2025's record launch rate, lifting it would take every rocket on Earth 35 years. Every strike on one of those pipes is a catastrophic rupture, not a leak - and at this size it would be hundreds of them per day. No crew. No repair vehicle exists...

Few people tried to model the costs and optimistically concluded that orbital compute is 3x to 10x terrestrial. They did not consider one tenth of what is really needed - the coolant plumbing, the 350 GPUs a day that fail under training load and cannot be swapped, the deorbiting of 100,000 tonnes, the resonance problem, and many others. Add those and the real cost for the Starcloud's proposed data center could run in trillions of dollars.

And this idea got funded hundreds of millions of dollars?

Then someone proposed putting superconducting quantum computers up there. Millikelvin cryostats. Helium-3 from weapons stockpiles (500 fridges would eat two thirds of world supply). Daily calibration by people who cannot reach the hardware. Cosmic rays that crash error correction chip-wide. For a quantum AI advantage nobody has demonstrated on any commercial workload.

Hyperscale orbital data centers are decades away, if ever. Nobody pitching quantum AI in orbit has solved a single one of the three problems it stacks. They are counting on the VCs not to ask and to be sufficiently impressed with the concentration of buzzwords.

https://postquantum.com/quantum-computing/quantum-ai-data-centers-space/

#QuantumComputing #DataCenters #SpaceTech #QuantumAI #VentureCapital

#quantumcomputing #datacenters #spacetech #quantumai #venturecapital

Marin Ivezic @[email protected] · 2026-09-20 · 14:45 UTC

Data centers in space are a stupid idea. Quantum AI data centers in space are a way stupider one. I have wanted to write this for two years, and an investor's question finally gave me the excuse.

In vacuum, the only way to shed heat is radiation. Starcloud's 5 GW proposal needs 10 square kilometers of radiator, about three times Central Park, plus 16 square kilometers of solar panels. So, in short, for this to work we need a structure with the footprint of half of Manhattan and the weight of a Nimitz-class aircraft carrier - seven times the mass of everything currently in Earth orbit combined, parked in a debris field where fragments arrive at 10 km/s, taking hundreds of debris hits a day, with 69,000 kilograms of pressurized glycol per second flowing through the pipes behind those radiators. At 2025's record launch rate, lifting it would take every rocket on Earth 35 years. Every strike on one of those pipes is a catastrophic rupture, not a leak - and at this size it would be hundreds of them per day. No crew. No repair vehicle exists...

Few people tried to model the costs and optimistically concluded that orbital compute is 3x to 10x terrestrial. They did not consider one tenth of what is really needed - the coolant plumbing, the 350 GPUs a day that fail under training load and cannot be swapped, the deorbiting of 100,000 tonnes, the resonance problem, and many others. Add those and the real cost for the Starcloud's proposed data center could run in trillions of dollars.

And this idea got funded hundreds of millions of dollars?

Then someone proposed putting superconducting quantum computers up there. Millikelvin cryostats. Helium-3 from weapons stockpiles (500 fridges would eat two thirds of world supply). Daily calibration by people who cannot reach the hardware. Cosmic rays that crash error correction chip-wide. For a quantum AI advantage nobody has demonstrated on any commercial workload.

Hyperscale orbital data centers are decades away, if ever. Nobody pitching quantum AI in orbit has solved a single one of the three problems it stacks. They are counting on the VCs not to ask and to be sufficiently impressed with the concentration of buzzwords.

https://postquantum.com/quantum-computing/quantum-ai-data-centers-space/

#QuantumComputing #DataCenters #SpaceTech #QuantumAI #VentureCapital

#quantumcomputing #datacenters #spacetech #quantumai #venturecapital

Marin Ivezic @[email protected] · 2026-09-20 · 14:45 UTC

Data centers in space are a stupid idea. Quantum AI data centers in space are a way stupider one. I have wanted to write this for two years, and an investor's question finally gave me the excuse.

In vacuum, the only way to shed heat is radiation. Starcloud's 5 GW proposal needs 10 square kilometers of radiator, about three times Central Park, plus 16 square kilometers of solar panels. So, in short, for this to work we need a structure with the footprint of half of Manhattan and the weight of a Nimitz-class aircraft carrier - seven times the mass of everything currently in Earth orbit combined, parked in a debris field where fragments arrive at 10 km/s, taking hundreds of debris hits a day, with 69,000 kilograms of pressurized glycol per second flowing through the pipes behind those radiators. At 2025's record launch rate, lifting it would take every rocket on Earth 35 years. Every strike on one of those pipes is a catastrophic rupture, not a leak - and at this size it would be hundreds of them per day. No crew. No repair vehicle exists...

Few people tried to model the costs and optimistically concluded that orbital compute is 3x to 10x terrestrial. They did not consider one tenth of what is really needed - the coolant plumbing, the 350 GPUs a day that fail under training load and cannot be swapped, the deorbiting of 100,000 tonnes, the resonance problem, and many others. Add those and the real cost for the Starcloud's proposed data center could run in trillions of dollars.

And this idea got funded hundreds of millions of dollars?

Then someone proposed putting superconducting quantum computers up there. Millikelvin cryostats. Helium-3 from weapons stockpiles (500 fridges would eat two thirds of world supply). Daily calibration by people who cannot reach the hardware. Cosmic rays that crash error correction chip-wide. For a quantum AI advantage nobody has demonstrated on any commercial workload.

Hyperscale orbital data centers are decades away, if ever. Nobody pitching quantum AI in orbit has solved a single one of the three problems it stacks. They are counting on the VCs not to ask and to be sufficiently impressed with the concentration of buzzwords.

https://postquantum.com/quantum-computing/quantum-ai-data-centers-space/

#QuantumComputing #DataCenters #SpaceTech #QuantumAI #VentureCapital

#quantumcomputing #datacenters #spacetech #quantumai #venturecapital

Marin Ivezic @[email protected] · 2026-09-20 · 14:45 UTC

Data centers in space are a stupid idea. Quantum AI data centers in space are a way stupider one. I have wanted to write this for two years, and an investor's question finally gave me the excuse.

In vacuum, the only way to shed heat is radiation. Starcloud's 5 GW proposal needs 10 square kilometers of radiator, about three times Central Park, plus 16 square kilometers of solar panels. So, in short, for this to work we need a structure with the footprint of half of Manhattan and the weight of a Nimitz-class aircraft carrier - seven times the mass of everything currently in Earth orbit combined, parked in a debris field where fragments arrive at 10 km/s, taking hundreds of debris hits a day, with 69,000 kilograms of pressurized glycol per second flowing through the pipes behind those radiators. At 2025's record launch rate, lifting it would take every rocket on Earth 35 years. Every strike on one of those pipes is a catastrophic rupture, not a leak - and at this size it would be hundreds of them per day. No crew. No repair vehicle exists...

Few people tried to model the costs and optimistically concluded that orbital compute is 3x to 10x terrestrial. They did not consider one tenth of what is really needed - the coolant plumbing, the 350 GPUs a day that fail under training load and cannot be swapped, the deorbiting of 100,000 tonnes, the resonance problem, and many others. Add those and the real cost for the Starcloud's proposed data center could run in trillions of dollars.

And this idea got funded hundreds of millions of dollars?

Then someone proposed putting superconducting quantum computers up there. Millikelvin cryostats. Helium-3 from weapons stockpiles (500 fridges would eat two thirds of world supply). Daily calibration by people who cannot reach the hardware. Cosmic rays that crash error correction chip-wide. For a quantum AI advantage nobody has demonstrated on any commercial workload.

Hyperscale orbital data centers are decades away, if ever. Nobody pitching quantum AI in orbit has solved a single one of the three problems it stacks. They are counting on the VCs not to ask and to be sufficiently impressed with the concentration of buzzwords.

https://postquantum.com/quantum-computing/quantum-ai-data-centers-space/

#QuantumComputing #DataCenters #SpaceTech #QuantumAI #VentureCapital

#venturecapital #quantumai #spacetech #datacenters #quantumcomputing

Marin Ivezic @[email protected] · 2026-09-20 · 14:45 UTC

Data centers in space are a stupid idea. Quantum AI data centers in space are a way stupider one. I have wanted to write this for two years, and an investor's question finally gave me the excuse.

In vacuum, the only way to shed heat is radiation. Starcloud's 5 GW proposal needs 10 square kilometers of radiator, about three times Central Park, plus 16 square kilometers of solar panels. So, in short, for this to work we need a structure with the footprint of half of Manhattan and the weight of a Nimitz-class aircraft carrier - seven times the mass of everything currently in Earth orbit combined, parked in a debris field where fragments arrive at 10 km/s, taking hundreds of debris hits a day, with 69,000 kilograms of pressurized glycol per second flowing through the pipes behind those radiators. At 2025's record launch rate, lifting it would take every rocket on Earth 35 years. Every strike on one of those pipes is a catastrophic rupture, not a leak - and at this size it would be hundreds of them per day. No crew. No repair vehicle exists...

Few people tried to model the costs and optimistically concluded that orbital compute is 3x to 10x terrestrial. They did not consider one tenth of what is really needed - the coolant plumbing, the 350 GPUs a day that fail under training load and cannot be swapped, the deorbiting of 100,000 tonnes, the resonance problem, and many others. Add those and the real cost for the Starcloud's proposed data center could run in trillions of dollars.

And this idea got funded hundreds of millions of dollars?

Then someone proposed putting superconducting quantum computers up there. Millikelvin cryostats. Helium-3 from weapons stockpiles (500 fridges would eat two thirds of world supply). Daily calibration by people who cannot reach the hardware. Cosmic rays that crash error correction chip-wide. For a quantum AI advantage nobody has demonstrated on any commercial workload.

Hyperscale orbital data centers are decades away, if ever. Nobody pitching quantum AI in orbit has solved a single one of the three problems it stacks. They are counting on the VCs not to ask and to be sufficiently impressed with the concentration of buzzwords.

https://postquantum.com/quantum-computing/quantum-ai-data-centers-space/

#QuantumComputing #DataCenters #SpaceTech #QuantumAI #VentureCapital

#quantumcomputing #datacenters #spacetech #quantumai #venturecapital

Владислав @[email protected] · 2026-09-20 · 07:07 UTC

70% крипто-стартапів у США переписують свої term sheets через нові вимоги SEC. Рік тому таких було менше 20%.

Комісія з цінних паперів і бірж США почала масово закривати дрібні DeFi-протоколи у другому кварталі 2024 року. own-custody гаманці та децентралізовані біржі в штаті Нью-Йорк тепер проходять через жорсткий compliance. Це вже не просто залякування. Це реальні штрафи від 500 000 до 10 000 000 доларів за відсутність ліцензії брокера.

Ринок пам'ятає кейс Ripple з 2020 року. Тоді всі думали що це одиничний випадок. Але зараз SEC працює за схемою килима. Вони б'ють по всіх одночасно. У 2023 році багато проектів просто переїжджали в Сінгапур або ОАЕ. Тепер навіть там вимагають підтвердження походження капіталу за стандартами FATF. Це створює ситуацію де вартість юридичного супроводу на seed-стадії зросла з 5 000 до 50 000 доларів.

Для фаундера це означає одну річ. Ви більше не можете просто запустити смарт-контракт і збирати токени. Вам потрібна юридична обгортка в юрисдикції на кшталт Кайманових островів або БВО вже на першому місяці роботи. Якщо ви плануєте залучати капітал від американських LP, готуйтеся до того що вони попросять Opinion Letter від топового юриста. Це ще 20 000 доларів з вашого runway.

Інвестору треба переглянути свій портфель на предмет регуляторного ризику до кінця 2026 року. Якщо проект має 90% користувачів зі США але немає ліцензії MSB, цей актив може обнулитися за один день. Диверсифікація через SPV зараз єдиний спосіб не підставити всіх учасників під один спільний штраф. Перевіряйте чи має проект розділення між токеном управління та інвестиційним інструментом.

Аналітикам слід припинити рахувати TVL як головний показник успіху. Дивіться на Legal Burn Rate. Якщо стартап витрачає на юристів більше 15% від щомісячного бюджету, це сигнал про проблеми з архітектурою продукту. Правильний продукт будується так щоб регуляція не вбивала його бізнес-модель за одну ніч.

Я бачу як українські засновники зараз забирають частку ринку. Вони будують продукти з traction у Європі та Азії, а потім виходять на US ринок вже з готовою структурою. Це працює краще ніж намагатися переграти SEC на їхньому полі.

Хто з вас реально переписував угоди з інвесторами через нові правила SEC за останні пів року?

#virgroup #startup #founder #vc #venturecapital #angelinvesting #fintech #dealflow #duediligence #termsheet #captable #emergingmarkets #SEC #DeFi

#virgroup #startup #founder #vc #venturecapital #angelinvesting