I first saw this as a founder through CCI, and now again as an investor. The companies that understand this new geopolitical context will be the ones that navigate it with confidence.

twosmallfish.vc/geopolitics-...

Talent rules, capital flows, Buy Canadian and Buy American, export controls, semiconductor shortages, data localization — the world is shifting faster than most startup playbooks.

I break it down into five points:

1 Big Tech is going all in while taking minimal risk
2 The demand side is real
3 Not all AI investments are equal
4 Picking winners matters
5 Dot com was a bubble, the internet was not

Read the full post here: twosmallfish.vc/the-ai-bubbl...

If anything, the forces I described back then have intensified. Big Tech, venture capital, private equity, and public markets are pouring unprecedented capital into AI. To understand what is really happening, we need to separate noise from fundamentals.

Here is the link:

twosmallfish.vc/worlds-not-c...

With a factory now pumping out new FUTURi boxes, it finally feels tangible — real progress you can see, touch, and feel.

Exciting times ahead for Martin and the whole FUTURi team. 🚀

This new facility marks another big step for Martin Ordonez and his team as they expand beyond their original office and ramp up production.

FUTURi is advancing intelligent electrification through its innovative energy processor, enabling smarter and more efficient power systems. ⚡️

Those words reflect how she’s lived — never afraid to take bold bets, always pushing for impact beyond convention.

A mindset that’s inspired me and so many others.

allensthoughts.com/2025/10/24/e...

👉 Read more on our blog:

twosmallfish.vc/2m-donation-...

Canada has world class talent in semiconductors, AI, robotics, and quantum technologies.

We hope this prize sparks a movement where more homegrown tech giants can start, grow, and scale right here in Canada. That is why it is called Catalyst.

The prize will help researchers turn their inventions into impactful companies.

Each year, one team from Arts and Science and one from Engineering will receive support to bridge the gap between breakthrough ideas and scalable ventures.

Why? In short, quantum has shifted from a science problem (if it will work) to an engineering problem (how and when it will scale).

Full blog post:
twosmallfish.vc/quantum-from...

Each time Jevons Paradox appeared, it didn’t just boost demand — it transformed society:
• Coal → Industrial Revolution
• Electricity → Modern cities
• Compute + bandwidth → Internet economy
• Intelligence → ?

This is a generational opportunity.

allensthoughts.com/2025/09/09/j...