Digital Currents

In the latest Digital Currents weekly roundup, Mark and Xavier pull the thread on some of the recent crypto and teach headlines. They review areas such as the financial burden of the AI arms race, Bitcoin's influence on the U.S. election, and the U.S. VC fundraising trend in the Chart of the Week. Join us as we explore these topics and more. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.

On our latest episode of Digital Currents, hosts Mark Yusko and Xavier Segura welcome back recurring guest Mike Cagney, co-founder and CEO of Figure Technologies, to talk about the current state of the digital ecosystem. The group discusses topics such as Figure Markets, the blockchain push into the private credit market, and the future of crypto regulation worldwide. They also comment on why so many groups have identified the Middle East as a key region for Web 3 growth. Join us as we dive into these exciting topics and more. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com.

Mark and Xavier dive into the latest digital headlines after their overseas adventures. They discuss the recent downturn in AI stocks and share highlights from the Bitcoin 2024 Conference. The conversation shifts to the booming semiconductor market, emphasizing its growing significance in technology and daily life. They also address the intricate landscape of cryptocurrency investment and the challenges faced by major tech companies like Apple and Nvidia. Staying current in this rapidly evolving ecosystem has never been more crucial!

"Product Talk" is a podcast hosted by SC Moradi, founder and chair of Products That Count. In a captivating episode, Xavier Segura, a general partner at Morgan Creek Digital, shares insights into his career journey, from innovation as a technology operator to managing investments as an early-stage venture investor. Learn more about your Digital Currents Host and how his experience at AppNexus, a Silicon Alley company, shed light on the challenges of newcomers competing against incumbent industry giants like Google and Facebook, and his exploration of fintech and mobile tech startups. Xavier discusses his decision to reinvest in himself from product manager to investor, pursue business school, and launch a venture fund. Xavier and SC Moradi also talk about several tech trends including the evolving cloud revolution, data security challenges, the potential of blockchain technology and the implications of AI. In addition, Xavier explores the potential return of on-premises data centers, driven by the desire of companies to own and protect their proprietary data sets, increased computing power, and AI usage. The hosts further highlight the importance of diversity of thought in AI training sets. "Product Talk" offers valuable insights and experiences for product managers, aspiring professionals, and anyone interested in the dynamic world of product development. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com

In this episode of Digital Currents, host Xavier Segura chats with Calvin Shen, a managing director at Hex Trust. Calvin shares his journey from traditional finance to the forefront of Web3, the strategic decisions behind Hex Trust's international expansion to Dubai and beyond, and the importance of regulatory compliance in the digital asset space. The conversation highlights the challenges and opportunities in the crypto sector, emphasizing the value of passion, persistence, and thorough research. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com

In this episode, GP Xavier Segura details an upcoming trip he and fellow GP Sachin Jaitly are taking to the Middle East and Southeast Asia. These two regions lead the charge in Web 3 innovation, specifically AI, Blockchain, Chips, and Big Data. He quickly highlights some interesting market stats, use cases, and portfolio companies that are developing in these regions. Join the team as they embark on this exciting journey. Make sure to stay tuned as we bring you more content from their travels in the weeks that follow. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com

In this week's edition of the ABCD Roundup, we dive into new AI benchmarks, including Anthropic's Claude 3.5 Sonnet's outpacing of GPT-4 and Groq's first Language Processing Unit (LPU) that is designed to provide efficiency and scalability comparable to the specialized chip designs of behemoth, Nvidia. In the world of blockchain, we cover the early impact of the Runes protocol on the Bitcoin network and the significant market impacts of the upcoming Mt. Gox repayments. Finally, we explore Europe's surge in public funding for quantum technologies. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com

Welcome to the ABCD Weekly Roundup, your podcast for the latest insights and analyses on AI, Blockchain, Chips, and Data. This week we explore Perplexity AI's quest to rival Google amid scrutiny over its business practices and the integration of AI into mobile phones and telecom networks with the goal of enhanced efficiency. We also discuss Circle CEO Jeremy Allaire's prediction that stablecoins could comprise 10% of global economic money in the next decade (illustrated by our Chart of the Week segment) and ARK's focus on potentially transformative innovations in AI, robotics, and more. Plus, we dive into the forecasted expansion of global semiconductor fab capacity driven by AI demand. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com

Join us as we explore the latest developments in Artificial intelligence, Blockchain, Computing infrastructure, and Data. In this episode, we discuss Amazon's $230 million investment in generative AI startups and Apple's strategic partnership with OpenAI, bringing ChatGPT capabilities to its millions of iOS users. We also cover topics including SEC Chair Gary Gensler's recent comments about ether ETFs, Fidelity International's tokenization of money market fund shares using JPMorgan's blockchain, and Coinbase reporting a 39% year over year growth of Fortune 100 cryptocurrency and blockchain projects in Q1 of 2024. Rember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com

Join us for this week's ABCD roundup, where we examine recent technological developments across the private and public markets. In this episode, we discuss BTC's price movement towards its prior all-time high and Robinhood's acquisition of crypto exchange Bitstamp. We also cover Quantinuum's breakthrough 56-qubit quantum computer. Our Chart of the Week shows Nvidia surpassing Apple to join the $3 trillion club, now trailing just behind Microsoft. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email mcdigital@morgancreekcap.com