Onofre

- Same day: @Google snags CEO + key talent for $2.4B “reverse acqui-hire” (people + license).
- Jul 14: @Cognition_labs picks up the rest - code, IP, brand, team.

What a wild M&A journey for @Windsurf_ai:

- Apr 16: @OpenAI in talks to buy for up to $3B.
- May 6–7: Tentative deal ($3B cash + stock), pending approval.
- Jul 11: Deal collapses (Microsoft entanglement + Claude pullout).

Thank you for reading!

Would you be interested in reading where I'm putting my money and why?

Now, one final "tip" that, of course, isn't investment advice:
Fear & Greed Index: some people say that you better don't buy when the street is extremely greedy (like today) - I'm of course following that framework👇

on the watchlist.

I can completely understand if that sounds boring to you, but to me, it's a fun thing to do. It's a nice way of staying up-to-date and learning about innovative products and services. I also enjoy writing @whogotfunds for the same reason.

Question for you all:

One key aspect that I'm enjoying a lot from this journey is that since I'm making decisions by myself (I'm not investing through ETFs or similar but rather in individual stocks), I actually need to put in the time to inform myself about the developments of the companies I've invested in or the ones

It's been a wild and fun ride so far! With ups and downs, but I'd say that the results are good since I'm 50% up from the amount of money I decided to put in. I'm not rich by any means, so I started with a very humble amount.

In Glissandoo, I was not full-time; I was full-time, full-life. Most likely, as almost all startup founders do. I didn't have the time or the cash to start buying any stocks.

However, since last year everything changed, and I started putting more time into investing.

Organizados sonamos mejor Ahorra tiempo en organización, fomenta la participación y haz crecer tu comunidad de músicos. Todo desde un único lugar.

Last year, I started investing in individual companies trading on the public markets. Before that, I had been interested in the topic and had bought some shares occasionally, but all my resources (both time and money) were fully invested in my startup glissandoo.com.

Not investment advice, but I'm really enjoying buying the companies of the future. ✌️

Goodbye holidays 👋

back in cold Denmark!

Question that should help me identify whether my next side project targets a real problem or just a nice-to-have:

Do you have enough time to listen to all the podcasts you’d like? 👇

thank you for answering!

Bonus video: my mountain views🚶🌳

Would you agree that spending more hours working from your desk does not always translate into more productivity?

Yesterday, I went for a long walk while listening to a podcast, and it gave me an idea that I believe will save me hundreds of euros in the coming months :)

- 15%-20% EBITDA margin

go, go, go!!

💸 Valencia-based Sklum (founded in 2017 by Isaac Catalá and Roberto Gómez Savall), the online design-furniture disruptor competing with IKEA in 11 countries, is in advanced talks with Trilantic Europe to sell a minority stake.

- Valuation of over €500M
- €300M in annual revenue

Did you know that there is a company born in Valencia competing directly against giant IKEA?

Ofc Youtube just revoked my access to their API due to noncompliance with their monetization clause.

Time to rebuild my soon-to-be-launched new side-project / tiny startup :)

This is ridiculous, @elonmusk

Grok 4 seems to consult Elon Musk to answer controversial questions via @TechCrunch techcrunch.com/2025/07/10/...

Investing as much as possible in AI is probably one of the best ways to prepare for the AI era:

$AMD
$NVDA
$TSLA
$GOOGL
$META
...

Tested Grok 4 on @cursor_ai but quickly went back to Claude Sonnet 4. 👍

What will be left for us?

Grok 4 was launched last night and it's "potentially better than PhD level in every subject, no exception."

How do you prepare yourself for a future where human competences can't compete with AI-powered robots and algorithms?

👉 Oraion's agents extract data to provide recommendations in areas like investment intelligence, customer sentiment, and workflow automation.

The platform can function as an enterprise data store or integrate with existing infrastructure, supporting over 300 data sources.

Cool! 🚀

1) Targeting enterprise = faster scaling. Ofc that's still true in the AI era.

2) Led by alumni of Apple, N26, Revolut, MongoDB, Printify, and Bolt. Chances of raising such a big pre-seed without experience are always low.

Big pre-seed announced by a #EuropeanStartup yesterday:

💸 €2.9 million for Irish-based Oraion, a startup building an agentic AI platform with the mission of delivering a “single source of truth” to enterprises.

Two things:

Have you ever heard the analogy about not selling doors, but the screws that hold them together? I think Didomi is a perfect example of it.

They simplify consent collection for enterprises - and they're growing fast thanks to their all-in-one, robust solution. Now, with inorganic growth on top.

Founded in 2017, Didomi assists businesses in gathering, managing, and utilizing user consent across various platforms, enhancing accuracy in marketing and advertising efforts, and fostering trust with clear data handling practices.

One more #EuropeanStartup raising funds to grow inorganically👇

💸 Paris-based @Didomi_io acquires @Sourcepointinc and raises €61 million to enhance their privacy tech offering.

However, in today's AI era... I wonder whether the concept of an MVP still holds.

As software production becomes increasingly affordable, size constraints will diminish.

Will "MVP" still be a popular term in five years?