Investor, Co-Founder & Partner @PRIMEPULSE_ - DeepTech, AI
zürich
- Tweets 1,236
- Following 252
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MP3 didn't compress the music.
It compressed the ear: a table decided which quiet tone next to a loud one no longer exists.
The same model is now built for judgment in companies.
stefanfritz.com/en/masking-t…
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Central or edge is the wrong AI question. It only decides where thinking is made. The one input that grows 1:1 with it, and can't be copied, is power. Whoever owns the energy owns the thinking.
stefanfritz.com/en/central-o…
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The best engineer leaves the Mittelstand not for a competitor, but for a two-person AI startup.
The slot for builders who don't want to manage doesn't exist. Block, McKinsey, Haier show what comes next.
stefanfritz.com/en/how-the-m…
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Patek saved the premium pole of the Swiss watch industry. Apple built the other one. The lesson for DACH machinery owners is direct. New long read:
stefanfritz.com/en/death-of-…
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AI made every individual 10x more productive. No company became 10x more valuable. Electrification took 30 years before factories understood: swapping the engine isn't enough.
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The US has resources but no integrating design. Europe regulates what others build. China designs coherently.
What's missing isn't analysis. It's someone willing to build an order that reaches beyond their own advantage.
stefanfritz.com/en/who-build…
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The next generation of valuable companies won’t sell software.
stefanfritz.com/en/the-ai-se…
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Sequoia's @JulienBek maps IT Managed Services as a $100B+ autopilot vertical. His point: nobody sells "your IT just runs" directly to the company yet.
As an investor in this space: IT MSPs that sell effort are replaceable. MSPs that own the outcome have a future.
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His agent deleted the mail server. On the instructions of a stranger. The system worked. That was the problem.
New study, old finding: if you don't create order, you get someone else's order.
stefanfritz.com/en/twenty-re…
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It's not those who work who win. It's those who set the conditions. AI reveals what has long since shifted.
stefanfritz.com/en/value-no-…
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Newspapers lost to Google. Not because Google was better. But because scarcity became abundance. Software goes through the same transformation. Just faster. Transitions create room. For those who understand: Rules are changing. Responsibility remains.
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AI agents act autonomously. No law decides in real time. This means that ownership no longer means exercising control, but rather deciding which system to hand control over to. Trust is not an attitude. It is an advance payment with consequences.
stefanfritz.com/en/trust-wit…
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We’ve built stunning robotic bodies, but their minds remain shockingly primitive. This article uncovers the uncomfortable truth: without real spatial intelligence, today’s humanoids are little more than puppets with great engineering. 🤖🤡
stefanfritz.com/en/the-hardw…
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Heute zu Gast bei Impact X: Lilian Schwich, Mitgründerin und Geschäftsführerin des Deep-Tech-Scale-ups cylib. Unser Thema: Batterie-Recycling: Ideologisches Ideal oder Erfolgsmodell? 🔋🤔
stefanfritz.com/impact-x-lil…
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History’s centers of power shifted with trade and technology — from ships to steel to silicon. Now we enter a new era: the century of scaling. Here’s why Europe risks falling behind — and what it must do to catch up 👇
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AI isn’t just transforming technology — it’s rewriting the logic of belief, risk, and speculation. Behind the euphoria lies a fragile balance between progress and collapse. 👇
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Digital sovereignty" sounds great — but it’s meaningless if it’s built on weak European providers. Real sovereignty comes from strength, not protection. 👇
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Who will truly run companies tomorrow – CEOs or invisible AI operators? 🤖⚖️
Power is shifting quietly but radically: away from hierarchies, toward governance systems embedded deep in IT stacks. 👇
stefanfritz.com/en/ai-operat…
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The West still talks freedom, but others are starting to deliver it – sometimes faster, friendlier, and with fewer barriers. What does that mean for capital, growth, and the future of competition? 👇
stefanfritz.com/en/facing-we…
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