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Weekly FIRGUN Newsletter – March 7 2025

VC Cafe

Taiwan’s TSMC announced $100 billion investment in US chipmaking And finally, RIP Skype. leads with 54% of global VC investment Small checks matter in SAFE rounds, according to Carta (I agree!) Anthropic has just raised $3.5bn in a round at a post-money valuation of $61.5bn. T-Mobile and Perplexity are teaming up on an AI phone.

Israel 103
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2023 Global Venture Reports were Gloomy, but there are reasons to be optimistic

VC Cafe

Global venture funding fell 42% year over years to $248.8 For example, Tiger Global, a crossover fund which was one of the most active venture investors in 2021 went from 194 deals in 2021 to a mere 20 in 2023 and has been trying to actively sell its positions in the secondary market at steep discounts to get liquidity.

Global 171
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When National Security Falls Between the Cracks

Steve Blank

However, Cabinet members who are responsible for vertical portfolios still manage the government’s large functional agencies, and there continues to be significant overlap between those who handle commercial, defense, and diplomatic policy. The United States is dependent on two companies, Taiwan Semiconductor Manufacturing Co.