3 clips
RRiding Unicorns · Ron Levin
Ron Levin shares his formative experience working on the M&A team at Lycos during its peak as the world's largest internet property. He explains how this role gave him deep exposure to tech business models, what scales versus what doesn't, and the international perspective he gained when Lycos was acquired by Spanish telecom Telefonica.
The Twenty Minute VC (20VC)
Alex Embiricos breaks down which SaaS companies will survive AI automation and which won't. He argues that companies owning human relationships or critical systems of record will thrive, while those serving as mere glue layers between systems face existential risk.
RRiding Unicorns
Carmen Palacios-Berraquero explains how quantum infrastructure companies are already generating significant revenue by selling the essential tools and equipment needed for quantum R&D. She highlights that while quantum computers are still in development, the 'picks and shovels' businesses - selling components like cryogenic systems, lasers, and vacuum chambers - have found profitable business models today.
