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$MITO · Mito raises from Lightspeed for collaborative AI video platform targeting longer-form content
now playing · $MITO
$FLYW···bullish· high· posiñaki berenguer
Berenguer's 140x Flywire winner: cross-border payments for education/healthcare
Invested at $5M valuation in 2010, held through 2022 IPO at $4B. Flywire dominates vertical-specific cross-border payments (education, healthcare) with massive TAM and sticky netw…
$CABIFYbullish· medium· posiñaki berenguer
Cabify: 14-year hold illustrates venture illiquidity despite LatAm leadership
Invested 2012 via friend-of-founder. Now ride-hailing leader across LatAm/Spain with ubiquitous brand presence. Multiple strong on paper but zero liquidity after 14 years — highli…
$IPRRONICSbullish· high· posiñaki berenguer
Silicon photonics switches target GPU interconnect bottleneck in AI data centers
GPU clusters hit networking wall: 20% of data center capex is interconnect (Broadcom >$1T). Iprronics builds optical circuit switches that keep traffic in photonic domain, elimina…
$INFINITE-WATCHbullish· high· posiñaki berenguer
Infinite Watch: AI supervising AI agents in call centers and web analytics
Enterprises replace human call-center agents with AI but then hire humans to monitor calls. Infinite Watch deploys AI supervisors that monitor 100% of AI-agent interactions (voice…
$MITObullish· high· posiñaki berenguer
Mito raises from Lightspeed for collaborative AI video platform targeting longer-form content
Video generation models (Sora, etc.) now reach quality/duration for 30s+ collaborative content. Market segmenting like social media did (FB/LinkedIn/Twitter). Mito builds multipla…
$FUNCTION-HEALTHbullish· high· posiñaki berenguer
Function Health: $400M ARR in 3 years via preventive biomarker testing + AI
Lifex portfolio company. Subscription model ($1K/yr) for quarterly blood/urine/imaging panels analyzed by AI to detect trends pre-symptom. 400K subscribers = ~$400M ARR. Thesis: f…
$AVGO···bullish· mediumiñaki berenguer
Broadcom >$1T as primary AI data center networking beneficiary (20% of GPU spend)
AI data centers spend ~20% of GPU budget on networking (interconnects, switches). Broadcom dominates merchant silicon for Ethernet switching and custom ASICs for hyperscalers. Dir…
$ISRG···bullish· lowiñaki berenguer
Intuitive Surgical ($200B) platform transitioning to AI autonomy — surgeon abundance thesis
Da Vinci robots ($200B market cap) currently surgeon-operated via joystick. Minimally invasive surgery generates video feed + instrument control — perfect training data for AI aut…