Maarten

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Maarten

Maarten

@MaartenElferink

Building the Future of Commodities | From Zero to $4B OI in 30 days

Amsterdam | Singapore Katılım Nisan 2016
1.7K Takip Edilen410 Takipçiler
Maarten
Maarten@MaartenElferink·
Huge congratulations to @Cargill and Thywissen—and thank you for believing in us. This is just the beginning.
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Maarten
Maarten@MaartenElferink·
AI just brokered a physical commodity trade. Anyone who knows how OTC markets work will understand how significant this is.
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Maarten
Maarten@MaartenElferink·
Proud to be part of this family!! Congrats on LV9 @peterjhebert @wolfejosh @Lux_Capital! 🔥
Lux Capital@Lux_Capital

We started Lux in 2000 with a simple conviction: the biggest opportunities lie at the frontier of science and technology that others find too hard, too early, or too confusing. Twenty-five years later, that conviction hasn't changed. What has changed is that the world has caught on. Now compute, automation, and biology have matured into scalable engineering disciplines, and what was once fringe "deep tech" has become essential infrastructure. New talent, new tools, and new industrial capacity now exist to turn the most cutting-edge technology across the physical, computational, and life sciences into enduring businesses. For these businesses and founders to become category-defining winners, they need meaningful capital and conviction. That is why we are especially excited to announce our largest fund to date, Lux Ventures IX, a $1.5B commitment to investing in the people turning sci-fi into sci-fact. Today entire sectors of aerospace, biotech, defense, industrials, transportation and beyond are being reinvented by a new generation of brilliantly ambitious, often irreverent, scientists and engineers. And while markets have changed and capital reshapes around fewer companies and larger checks, our focus on the craft remains constant. That focus matters because science doesn’t scale itself. The path from a result in the lab, only known to a few, to something durable the entire world will use requires a different kind of partnership. One that deploys the first $100K and the last $100M, that stays through the full arc of company-building, that mobilizes a powerful network of kinetic like-minded founders, and that treats capital as a tool rather than the product. Forty-four people at Lux now manage $7B, still operating with the same discipline and purpose we had on day one. We find and fund founders others have overlooked, back conviction over consensus, and build alongside these rebels of science and tech at every stage. We’re grateful to our valued LPs who've partnered with us through multiple cycles, and to the founders who trust us with their life's work. The mission continues, with even greater intensity and momentum. luxcapital.com/news/announcin…

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Sal
Sal@cmdtySal·
CBOT is fully disconnecting from local cash market in #Ukraine and #Russia! within last 2 weeks: 🌽CBOT corn- down 65c/bu (-25$/mt) 🌾CBOT wheat- down 70c/bu (-25$/mt) at the same time period: 🇺🇦🌽Ukraine up 2-3$ ($232 FOB) 🇷🇺🌾Russia down few $ ($249-252 FOB) #oatt #agtwitter
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Dries Van Langenhove
Dries Van Langenhove@DVanLangenhove·
Due to the weakening alliance between the U.S. and the E.U. it is now more obvious than ever that the E.U. should pursue better relations with other global powers such as Russia. But the E.U. is doing the exact opposite. Because its 'leaders' are stuck in naive, Hollywood-esque, liberal dogma's. E.U.'s top representative for foreign policy and defence, @kajakallas said "we shouldn't talk with Putin because he's a war criminal". She wants to replace Putin and "break up Russia into smaller nations". Mere days ago she said we need to defeat Russia because "how can we otherwise claim we can defeat China", further antagonising yet another global superpower. We need to push these lunatics out of power or things will get very ugly in Europe.
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Maarten
Maarten@MaartenElferink·
@healy_trader Yes ppl are waking up - also planning for more processing of key metals at home, as arguably an even greater risk for US + EU today
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MercuriaPanda
MercuriaPanda@healy_trader·
Iconic thread Maarten. Many parallels especially to what China has done in Africa/SE Asia albeit sometimes not as outright as what East Germany did. On the US side, we have invested a 10 fig sum in Lobito. Again, not explicitly building our own mine. Super excited to see what this admin does for US mineral projects if it's not in favor of simply sending $ abroad for development. Many great mining people within and close to Trump's circle.
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eu/acc
eu/acc@euacchq·
Good news. We hope it’s well done so it truly makes a European Nasdaq emerge
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Maarten
Maarten@MaartenElferink·
Or @DarioAmodei, CEO of Anthropic/ Claude in conversation with Lex Fridman: "If you go to Europe and you see something like GDPR, you see some of the other stuff that they’ve done. Some of it’s good, but some of it is really unnecessarily burdensome and I think it’s fair to say really has slowed innovation. And so I understand where people are coming from on priors. But again, I think AI is different. If we go to the very serious risks of autonomy and misuse that I talked about, I think that those are unusual and they warrant an unusually strong response. And so I think it’s very important." youtube.com/watch?v=ugvHCX…
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Ole Lehmann
Ole Lehmann@itsolelehmann·
I'm from Berlin. Afghanistan gets better tech than Europeans now. It's not a joke. It's the result of 30 years of suffocating regulation. And now, the EU's new AI Act is about to make it 10x worse. Here's the tragic story of how the EU is killing our tech future 🧵:
Ole Lehmann tweet mediaOle Lehmann tweet media
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Maarten
Maarten@MaartenElferink·
Unpaid intern @pmarca absolutely nails it in his chat with @p_m_robinson! As more details on the new admin's plans permeate, it's hard not to feel optimistic about the future of the US and the positive-sum impact on the broader Western world! 🇺🇲 🌍 x.com/HooverInst/sta…
Hoover Institution@HooverInst

Marc Andreessen (@pmarca) is a prominent Silicon Valley entrepreneur, investor, technologist, and co-founder and general partner at Andreessen Horowitz. In this @UncKnowledge discussion, Andreessen reflects on his journey—from growing up in rural Wisconsin to founding Netscape and developing one of the first commercial internet browsers in his twenties to playing a pivotal role in shaping both Silicon Valley and national politics. The interview also delves into the technological and political evolution of Silicon Valley and Andreessen’s own shifting political affiliations from left to right, along with his vision for leveraging technology to drive societal progress, the role of innovation in addressing energy challenges, border security, and national defense. Andreessen also discusses @DOGE, a policy initiative focused on government efficiency (and the strategy DOGE may use to accomplish its goals), his “Techno-Optimist Manifesto,” and the imperative for revitalizing the US military’s technological capabilities to maintain global competitiveness. Watch the full episode of Uncommon Knowledge with host Peter Robinson (@P_M_Robinson) here:

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Alexander Stahel 🌻
Alexander Stahel 🌻@BurggrabenH·
Remember: supply chain world, not wine & cloth world of David Ricardo….! America needs careful adjustments as it only produces software engineers and lawyers but cannot produce a screwdriver anymore.
Donald J. Trump@realDonaldTrump

The Tariffs, and Tariffs alone, created this vast wealth for our Country. Then we switched over to Income Tax. We were never so wealthy as during this period. Tariffs will pay off our debt and, MAKE AMERICA WEALTHY AGAIN!

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Maarten
Maarten@MaartenElferink·
Meanwhile, Rotterdam, largest port in Europe, operated by <20 people onsite. ▫️Driverless vehicles between ships and storage areas ▫️Remote-controlled cranes for loading and unloading vessels ▫️Automated logistics systems for moving and stacking containers Dock of 42km long and moving ~500 million tons of cargo a year. 6min video: youtu.be/NULoelb7PzA?fe…
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Maarten
Maarten@MaartenElferink·
@BowTiedMara MRLs, origin- and phyto certificates have been standard practice for decades.. Every destination buyer will ask for these in intl commodity mkts
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BowTiedMara
BowTiedMara@BowTiedMara·
Whenever Ursula announced things as a win, prepare the vaseline. The EU will enforce: - Maximum Residue Levels (MRLs) tests - this will be an extra cost for local producers - Carbon footprint / origin tracking (extra costs) - Phytosanitary certificates (extra costs) All this while agro and beef production is not subsidized in the Mercosur countries, while the EU can start dumping its subsidized final products in Mercosur.
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Ursula von der Leyen@vonderleyen

This agreement is a win for Europe. 30.000 European small companies are already exporting to Mercosur. Many more will follow. EU-Mercosur reflects our values and commitment to climate action. And our 🇪🇺 health and food standards remain untouchable ↓ x.com/i/broadcasts/1…

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Anas Alhajji
Anas Alhajji@anasalhajji·
China started using self-driving (Autonomous) long distance heavy duty coal trains. It reduced the number of workers and accidents, leading to lower cost of #coal!
Anas Alhajji tweet mediaAnas Alhajji tweet media
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Maarten
Maarten@MaartenElferink·
@elonmusk By increasing tariffs, your friend is doing the exact opposite - China is by far the largest export market for US agri products. Happy to tell you more about commodity markets @elonmusk, and as a bonus I'll explain how we can transform the metals trade together
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Maarten
Maarten@MaartenElferink·
@arnehalleraker @elonmusk Besides supply-side is out of US and Chinese control (tariffs = arbitrage for traders).. Will be easier to tackle demand, and Trump seems to have the mandate + power to increase policing necessary to clean up your streets!
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Maarten
Maarten@MaartenElferink·
@arnehalleraker @elonmusk I understood - why else announce it now - but this is not how you invite someone to negotiation table. Will just escalate, with Apple, Boeing, McDonalds, Tesla, American farmers and of course consumers paying the price, while Tenderloin and Kensington keeps growing
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Oscar Hoole
Oscar Hoole@theoscarhoole·
In 1965, Singapore was forced out of Malaysia. No army. No resources. No fresh water. A tiny island of 2M people living in slums. Then ONE man's ruthless vision built modern Asia's greatest success... 🧵
Oscar Hoole tweet media
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