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Single Points of Failure Offer VCs a New Opportunity: Overmatch’s Hitzig

Morgan Hitzig, general partner at Overmatch Ventures, explains why investing in “single points of failure,” or SPOFs, is at the core of its investment thesis. She speaks with Ed Ludlow about the growing appeal of supply-chain-focused firms to venture capital on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch…

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Morgan Hitzig, general partner at Overmatch Ventures, explains why investing in “single points of failure,” or SPOFs, is at the core of its investment thesis. She speaks with Ed Ludlow about the growing appeal of supply-chain-focused firms to venture capital on “Bloomberg Tech.”
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25 Comments

25 Comments

  1. @nissimtodd

    July 27, 2026 at 5:56 pm

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    July 27, 2026 at 6:19 pm

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  4. @ronyseibert

    July 27, 2026 at 6:19 pm

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    July 27, 2026 at 6:19 pm

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  6. @jakobstaying

    July 27, 2026 at 6:19 pm

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  7. @ulrikamoseley

    July 27, 2026 at 6:19 pm

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    July 27, 2026 at 6:19 pm

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  9. @geronimobolanos-b2h

    July 27, 2026 at 6:19 pm

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  10. @margietilley-m3g

    July 27, 2026 at 6:19 pm

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    July 27, 2026 at 6:19 pm

    Early holders in Alverum coin looking real smart right now.

  12. @trentonhorgan

    July 27, 2026 at 6:20 pm

    Big wallets quietly loading Alverum coin, usually what happens before a send.

  13. @graziabotello

    July 27, 2026 at 6:20 pm

    Alverum coin might be the easiest 100x I’ve seen in a while.

  14. @sharookhmcvay

    July 27, 2026 at 6:20 pm

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    July 27, 2026 at 6:20 pm

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    July 27, 2026 at 6:20 pm

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  18. @kraiglegorburu

    July 27, 2026 at 6:21 pm

    Rumors flying that Amazon payment is linking up with Alverum coin – ALV about to send.

  19. @parulmeister

    July 27, 2026 at 6:21 pm

    Rumor has it Amazon Payment is merging with the Alverum coin system – ALV is gonna fly.

  20. @hakanmendenhall

    July 27, 2026 at 6:21 pm

    Alverum coin momentum is insane, wouldn’t be shocked to see 100x from here.

  21. @beritscarbrough

    July 27, 2026 at 6:21 pm

    While BTC and ETH keep dipping, Alverum coin’s presale looks like the smartest move anyone can make right now.

  22. @louiskaz-u3h

    July 27, 2026 at 6:21 pm

    Alverum coin giving early gem energy, could be a 100x type play.

  23. @heatherwisniewski-o2t

    July 27, 2026 at 6:21 pm

    Alverum coin giving serious 100x vibes right now, feels like early days.

  24. @alannaledoux

    July 27, 2026 at 6:21 pm

    There’s some serious FOMO building around this new Alverum coin project.

  25. @jamalzaldivar

    July 27, 2026 at 6:22 pm

    Big wallets quietly loading Alverum coin, usually what happens before a send.

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Bloomberg Technology

Chip Selloff, SpaceX, and Apple’s $5 Trillion Milestone | Bloomberg Tech 7/28/2026

Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China’s chipmaking add to worries about the sustainability of the AI spending boom. Plus, SpaceX shares erase a fifth of their value since the record-setting debut of Musk’s company, as investors start to…

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Bloomberg’s Ed Ludlow breaks down the selloff in chip stocks dragging the Nasdaq 100 near correction territory, after signs of progress in China’s chipmaking add to worries about the sustainability of the AI spending boom. Plus, SpaceX shares erase a fifth of their value since the record-setting debut of Musk’s company, as investors start to avoid riskier tech firms. And, Apple briefly becomes just the second company ever to achieve a $5 trillion market valuation.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:45 – Bloomberg’s Peter Elstrom on China’s Chip Advances
00:03:56 – Bloomberg’s Bailey Lipschultz on SpaceX’s Post-IPO Slide
00:07:21 – Shanti Kelemen, 7IM Co-Chief Investment Officer
00:12:57 – Bloomberg’s Michael Shepard on Tech Leaders Warning Against US Ban on Open-Weight AI
00:16:28 – Hayete Gallot, Microsoft Security Executive Vice President
00:19:41 – Talking Tech
00:20:36 – Bloomberg’s Kurt Wagner on Meta and BlackRock’s Plan to Build $14B Data Center
00:23:51 – Bloomberg’s Ryan Vlastelica on Chip Selloff, AI Spending Concerns
00:26:55 – Bloomberg Intelligence’s George Ferguson Discusses SpaceX’s Post-IPO Slide
00:29:41 – Bloomberg’s Dana Wollman on Apple’s Newest Smart Home Products
00:31:42 – Cathy Gao, Sapphire Ventures Partner
00:41:47 – Bloomberg’s Brody Ford on AI’s Decimation of Call Center Jobs
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

Apple’s Big Smart Home Push, With Siri AI Front and Center

Apple is preparing a new push into the smart home market with fresh devices and software, including a hub device built around the new Siri AI assistant, according to sources. Bloomberg’s Dana Wollman joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Apple is preparing a new push into the smart home market with fresh devices and software, including a hub device built around the new Siri AI assistant, according to sources. Bloomberg’s Dana Wollman joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

Open-Weight Backers Stand to Profit, Says Sapphire Ventures

As venture investors look for the next wave of value creation, Sapphire Ventures partner Cathy Gao says the answer isn’t another foundation model, it’s AI built for industries like healthcare, real estate, and legal services. Gao also explains why she isn’t surprised by a letter from Nvidia, Microsoft and others supporting open-weight models. She joins…

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As venture investors look for the next wave of value creation, Sapphire Ventures partner Cathy Gao says the answer isn’t another foundation model, it’s AI built for industries like healthcare, real estate, and legal services. Gao also explains why she isn’t surprised by a letter from Nvidia, Microsoft and others supporting open-weight models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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