We’re entering a period of mega AI IPOs that could absorb a significant amount of market liquidity over the next few months. My base scenario: 1. Successful AI IPOs attract massive capital, forcing investors to sell stocks, gold, and crypto to participate. 2. Initial enthusiasm drives valuations higher, but as lockups expire and supply increases beyond the initial float, many of these companies struggle to justify their valuations. 3. The correction begins, and capital rotates back into discounted assets: - Stocks, ideally after a 20–50% repricing. - Gold, as a safe haven and hedge against fiscal instability and declining US dominance. - Bitcoin, as a geopolitical hedge with significantly higher upside potential. Whether this plays out or not, it is worth having a clear view and an action plan—not just for the next 3–6 months, but for the next 3 years.
КаКанал Гавриляка
Найбільший україномовний авторський канал з історіями з життя про management в ІТ, міжнародні конференції, роботу з стартапами, інвестиції, мандрівки світом та найкрутіші можливості доступні кожному.
Співпраця: @havryliak
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Последние посты
It’s incredible how Ray Dalio can simplify quite complex concepts and explain 500 years of history in 45 minutes. https://www.youtube.com/watch?v=xguam0TKMw8
Watched podcasts with Ilya Sutskever and Andrej Karpathy over the weekend: — Ilya Sutskever on human-like AI, philosophy, evolution, and the next era of research — Andrej Karpathy on the end of coding, progress in AI agents, and how modern AI R&D is evolving My personal takeaway: we need to tone down the global AI panic a bit. - Too much of the conversation is still stuck between hype and fear. - Too many scary predictions - Not enough focus on practical use & adoption. For now, the biggest shift is much more grounded: AI is changing how workflows are built — moving them from human-first to agent-first. At the same time, it is becoming clearer that AGI may require far more research than some of the biggest AI labs were implying to investors. And honestly, I see that as a good thing. It gives us more time to align AI with human interests, make it more useful in real-world contexts, and keep the focus on serving sentient humans rather than feeding abstract narratives. The opportunity in front of us is not just building more powerful models. It is building AI systems that are practical, aligned, and actually improve how people work and live.
Expanding human agency. A year ago, building a personal website still felt like work. Today, I built mine in under 2 hours with VS Code + Claude. AI is collapsing the distance between thought and execution. For founders, creators, and independent thinkers, the bottleneck is no longer code. It’s clarity, taste, and iteration. Soon, your website won’t just present you. It will act on your behalf in A2A and A2H interactions. Bright times ahead. 👉 https://havryliak.com/
Great reading on VC funding nature & latest dynamics: https://x.com/archetypevc/status/2029217640376361189