Bill Tai

Bill Tai

37,524 Twitter followers

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🏄VC: 23 IPOs🤠 @Zoom_us’ 1st seed; Angel @Canva @Color @DapperLabs @onelineage @Tweetdeck 🌱CoFounder Chair @Hut8mining @IPInfusion @MetaGoodnft @TreasureData

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In 1792, 24 brokers gathered under a buttonwood tree on Wall Street and signed a two-sentence agreement. That document became the NYSE. 234 years later, we are in just as pivotal a moment. ICME is enabling a new type of market that has never existed before: A pre-IPO market that allows companies to face exposure to public capital markets and global retail investors at an earlier stage. For the first time, major exchanges will have a pipeline of pre-IPO companies ready to list. Private markets hold $15T+ in value. Most of it never trades. The world is excited about NewFi, and we are grateful to have co-hosted the first ever NewFi summit with NYSE. This was a gathering to talk about how we will tokenize and trade private equity, giving retail higher upside and giving institutions a new asset class. This is just the beginning 🦅

The first ever NewFi Summit - convened by ICME and NYSE Wired - brought together the builders, founders, and capital allocators aiming to rewrite the rules of private markets. Big thanks to the industry leaders of tokenized equity and institutional capital markets who joined us!

"California has long depended on a small number of ultrawealthy taxpayers to fund a large share of its government. According to the Legislative Analyst’s Office, the top 1% of taxpayers generate roughly 40% of the state’s personal income-tax revenue."

Armaan Kalsi - Co-Founder & CEO of @GeniusTerminal, building the private on-chain trading terminal. Now doing $2B+ in weekly volume.

Tom Lee - Chairman @BitMNR, the world's largest Ethereum treasury company. Head of Research at Fundstrat. 30+ years on Wall Street including 15 as Chief Equity Strategist at JPMorgan. @fundstrat

Don Wilson - Founder & CEO of @DRWTrading started in 1992 from the CME trading pit. Launched Cumberland, co-founded ErisX (now Cboe Digital) and Digital Asset. Pioneer in bridging derivatives and crypto. @drwconvexity

Ali Ghodsi, the cofounder and CEO of Databricks, says Zoom has a massive chance to build an AI-first product, that could seriously disrupt the traditional enterprise SAAS. Because it sits on the largest datasets of meeting videos and transcripts. The big pain in enterprise software is data entry and coordination. Zoom already sits on the raw input: every customer call and internal meeting, plus the video, audio, and transcript. If Zoom can reliably pull out decisions, context, and action items, then write them back into the right system of record automatically, as an AI-first workflow layer, it becomes the front door for work. That would replace lots of separate SAAS tools that exist mainly to collect notes and updates. --- Video from 'Bg2 Pod' YT channel (link in comment)

@liquid_stack 's immersion cooling solutions from @BitfuryGroup - has been deployed in production for almost a decade now. So relevant for this generation of AI compute!

$ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in 2023 at ~$4.1bn valuation. Sequoia in at $350bn. 85X? Even diluted, Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since ‘21. AI winner. wen Anthropic IPO? twitter.com/TheBenSchmark/stat...

TSMC Posts 62.3% Gross Margin in Q4, 2026 CapEx Seen Reaching Up to $56B TSMC released its 4Q25 earnings on the 15th, reporting consolidated revenue of $33.83B for the quarter. Gross margin came in at 62.3%, exceeding the high end of the company’s prior guidance. Looking ahead to 2026, TSMC struck an upbeat tone, forecasting first-quarter revenue of $34.8–35.8B—poised to challenge a new quarterly record—and announcing a significant increase in capital expenditures to $52–56B to support growing demand for advanced process nodes. Addressing market concerns over a potential AI bubble, Chairman C.C. Wei stated unequivocally during the earnings call, “AI demand is real.” He emphasized that the structural growth of AI-related applications is still in its early stages, with customer signals for capacity both clear and exceptionally strong. Based on its long-term demand outlook, TSMC has raised its forecast for the CAGR of AI-related revenue from 2024 to 2029 to above 45%, underscoring AI as the company’s most critical growth driver in the coming years. Wei also noted that progress on the 2nm (N2) process is on track, with mass production slated for the end of 2025. He added that customer interest in 2nm has been exceptionally strong—“even higher than what we saw for 3nm at a comparable stage”—suggesting a rapid ramp-up early in 2026. Wei further observed early signs of a mild recovery in non-AI end markets such as smartphones and PCs, and expects demand for advanced nodes to continue rising as edge AI features are increasingly adopted. Regarding global expansion, Wei explained TSMC is accelerating the build-out of its manufacturing footprint to meet customer needs. The company’s first fab in Arizona has successfully entered volume production, and TSMC has recently acquired additional land to develop a standalone Gigafab cluster to support AI and HPC customers. Meanwhile, projects in Kumamoto, Japan, and Dresden, Germany, are progressing as planned. 📊 More semiconductor news: buff.ly/4466Utg 📊 More TSMC financial charts: buff.ly/4cYZj3N

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