Are you a bold European founder building the next autonomous enterprise? Are you an investor trying to find the true signal amid the deafening noise of the AI revolution?
This newsletter is for you.
I’m Peter Lasinger, a co-founder and partner at 3VC, a European venture capital fund. We partner with ambitious tech startups after product-market fit and help them build for a global stage.
But let’s be honest. Most of what you’re reading right now is just recycled hype. We’ve all felt the market shift—the easy-money era is over, and we are navigating a new landscape of profound uncertainty.
This is where the real opportunities are forged.
Everyone is talking about the AI Revolution, but they are asking the wrong questions. The real story isn’t just the models; it’s the fundamental shift in “Output per Watt.” The future isn’t just about new apps; it’s about the new computational fabric—the processors, interconnects, and software—that will power them.
We are living through a moment that rhymes with history, much like the Industrial Revolution was powered by leaps in capability per unit of energy, the AI Revolution will be won by those who maximize intelligence per watt.
This isn’t a random list of links. It’s a synthesis of what I’m seeing in the market, designed to challenge your assumptions and provide a clear framework for building, scaling, and investing in this new world.
If you’re ready to build, or if you’re looking for the next great investment, join me in thinking from first principles.
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