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LK-99 breakthrough with Varda’s Delian Asparouhov & Andrew McCalip | E1788

This Week in Startups

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The Shift in Silicon Valley: From Software to Real Tech

The 2010s in Silicon Valley were dominated by app software enterprise SaaS and limited advancements in AI./nThere was a belief in stagnation theory, with little expectation of technology improving people's daily lives./nPost-COVID, there has been a resurgence of real tech with significant impact on the world./nBreakthroughs in compute and AI are more interesting than those in enterprise SaaS./nInvestors are recognizing the true investment return potential in impactful technologies./nHardware investments have proven to be more successful than software investments in terms of margins and defensibility.

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