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Max Reiff

Max Reiff is a seasoned professional who has previously served as a Partner at IDC Ventures, showcasing his expertise in the investment and venture capital field.

During his tenure at IDC Ventures, Max Reiff demonstrated strong leadership skills and a deep understanding of the financial landscape, contributing significantly to the success of the organization.

As a former Partner at IDC Ventures, Max Reiff has established a reputation for his strategic decision-making abilities and his capability to identify lucrative investment opportunities.

Max Reiff's experience at IDC Ventures has equipped him with a comprehensive knowledge of the venture capital industry, making him a valuable asset for any organization operating in this space.

Highlights

May 4 · twitter

Uncanny how accurate this has been.

Sequence is playing out almost exactly.

OpenAI has the compute edge. Anthropic is being targeted. PE/Consulting is now a wedge. Google is quietly lurking…

Apr 29 · twitter

Hard to take the “AI bubble” argument seriously when the largest companies on earth are printing numbers like this:

• $GOOGL Cloud +63% YoY • $MSFT Azure +40% YoY • $AMZN AWS +28% YoY • $META revenue +33% YoY • $QCOM auto revenue +38% YoY

The bubble thesis keeps running into the same problem: the numbers.

Revenue accelerating. Compute demand intact. Capex guidance raised.

Worth remembering how the market treated AWS in the early days: skepticism while the investment cycle was misunderstood, then a violent rerating once the economics became impossible to ignore.

Today, AWS is over 20% of Amazon revenue and ~60% of operating income.

High capex looks reckless until revenue, utilization, and margins make it obvious.

Hard to take the “AI bubble” argument seriously when the largest companies on earth are printing num
Max Reiff
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