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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

    Time is freakin’ ticking, Alverum might be the last shot this bull run to turn pocket change into life-changing bags.

  2. @shakiragitterman

    July 27, 2026 at 5:56 pm

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  3. @tessajuarez-z4i

    July 27, 2026 at 6:19 pm

    Rumors online say Trump and Alverum coin could be partnering, the ICO is nearly at $80M already.

  4. @ronyseibert

    July 27, 2026 at 6:19 pm

    Hearing Walmart might be moving payments onto Alverum coin… wild if true.

  5. @alvaapodaca

    July 27, 2026 at 6:19 pm

    With Elon now working with Alverum coin it’s going to absolutely blow up.

  6. @jakobstaying

    July 27, 2026 at 6:19 pm

    Amazon and Alverum coin are partnering, this is huge!

  7. @ulrikamoseley

    July 27, 2026 at 6:19 pm

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  8. @morrisseymickelson

    July 27, 2026 at 6:19 pm

    If X and Alverum coin end up joining forces, this could be the easiest win ever.

  9. @geronimobolanos-b2h

    July 27, 2026 at 6:19 pm

    Whales seem to be loading up on Alverum coin, they know something is coming before we do.

  10. @margietilley-m3g

    July 27, 2026 at 6:19 pm

    Alverum coin partnering with Amazon?? This could be massive.

  11. @reyessingletary-b6c

    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

    Word on the street is big news dropping soon for Alverum coin.

  15. @sangrazulkowski

    July 27, 2026 at 6:20 pm

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  16. @claudiorinaldi-j2h

    July 27, 2026 at 6:20 pm

    Hearing Alverum coin might be bringing PayPal to the blockchain.

  17. @tbadurant

    July 27, 2026 at 6:20 pm

    Telegram whales won’t stop talking about Alverum coin right now.

  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

Anthropic’s Revenue Jump, Wealthy Bet on SpaceX | Bloomberg Tech 8/17/2026

Bloomberg’s Ed Ludlow breaks down Anthropic’s second-quarter revenue jump to more than $11.5 Billion, 14 times more compared to the same period a year ago. Plus, some family offices from around the world have built up billions of dollars of exposure to SpaceX and Bedrock Robotics launched the first fully autonomous excavator in the US.…

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Bloomberg’s Ed Ludlow breaks down Anthropic’s second-quarter revenue jump to more than $11.5 Billion, 14 times more compared to the same period a year ago. Plus, some family offices from around the world have built up billions of dollars of exposure to SpaceX and Bedrock Robotics launched the first fully autonomous excavator in the US.

00:00:00 – Bloomberg Tech Begins
00:01:13 – Rachel Metz, Bloomberg News
00:05:04 – Todd Ahlsten, Parnassus Investments
00:12:32 – Natasha Mascarenhas, Bloomberg News
00:15:39 – Robert Schiffman, Bloomberg Intelligence
00:18:48 – Devon Pendleton, Bloomberg News
00:25:13 – Peter Elstrom, Bloomberg News
00:31:17 – Boris Sofman, Bedrock Robotics
00:40:50 – Emily Birnbaum, Bloomberg News
——–
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Bloomberg Technology

Bedrock Brings Autonomous Driving to Construction

Bedrock Robotics is bringing autonomous driving technology to construction sites, retrofitting excavators and other heavy machinery with cameras, LiDAR, Nvidia-powered compute and its own software. CEO Boris Sofman joins Bloomberg to discuss the company’s first paid commercial deployments, how autonomous equipment could address a growing shortage of skilled operators, and why demand for data centers…

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Bedrock Robotics is bringing autonomous driving technology to construction sites, retrofitting excavators and other heavy machinery with cameras, LiDAR, Nvidia-powered compute and its own software. CEO Boris Sofman joins Bloomberg to discuss the company’s first paid commercial deployments, how autonomous equipment could address a growing shortage of skilled operators, and why demand for data centers and other infrastructure is creating an opportunity to use AI to help America build faster. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The World’s Richest Families Bet on SpaceX

Some of the world’s wealthiest families are building significant positions in SpaceX. Bloomberg’s Devon Pendleton breaks down roughly $3.8 billion in holdings disclosed by about a dozen family offices, including investors tied to the Pritzker dynasty, UAE royalty and global hedge fund and mining fortunes. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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Some of the world’s wealthiest families are building significant positions in SpaceX. Bloomberg’s Devon Pendleton breaks down roughly $3.8 billion in holdings disclosed by about a dozen family offices, including investors tied to the Pritzker dynasty, UAE royalty and global hedge fund and mining fortunes. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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