Alessandro Levi @alessandrolev

Robotics PhD. Former founder turned VC investor. (tweets my own) Los Angeles Joined December 2010

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Alessandro Levi @alessandrolev

4 days ago

🚀Incredible milestone for @spaceX! Congratulations on an epic 20-year journey - from a small warehouse in El Segundo to one of the most valuable companies on Earth. Deeptech is brutal: long cycles, massive risks, endless challenges. But when it works, the outcomes are absolutely insane. @elonmusk is one of a kind, yet this proves extraordinary value creation is still possible. With the IPO minting over 4,400 new millionaires (hundreds of them worth $100M+, mostly engineers and tech talent), I can’t wait to see the next wave of groundbreaking companies they’ll build. The El Segundo crew is just getting started. The rocket is lit🔥 #SpaceX #DeepTech

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Alessandro Levi @alessandrolev

6 months ago

@brian_armstrong There is a need for some deeptech VC critical mass here.

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Alessandro Levi @alessandrolev

6 months ago

🤯 Want to geek out on why EUV machines are INSANE? (Size of a bus, mirrors smoother than ice, lasers hotter than the sun, 100k components, price tag $250m...Made only by Dutch giant @ASMLcompany — until now? Dive into my deep-dive blog post: medium.com/prime-movers-l…. More info about the news here: reuters.com/world/china/ho… #ChipWar #Semiconductors #ASML

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Alessandro Levi @alessandrolev

6 months ago

🚨 BREAKING: China just built its first EUV lithography prototype—the machine the US & West desperately tried to block forever. This powers the world's most advanced chips (AI, phones, weapons). Prototype done in early 2025, testing now. Realistic first chips: 2030 - way ahead of old estimates. The new Cold War just got hotter. 🔥🇨🇳 vs 🌍 #ChinaTech #Semiconductors #ChipWar

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Alessandro Levi @alessandrolev

6 months ago

Plus: it’s ALL CASH, not a stock combo. And this time, regulatory risk looks far lower. ft.com/content/6443ab…

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Alessandro Levi @alessandrolev

6 months ago

@wbd reportedly plans to rebuff @paramountco’s $108B hostile offer, despite the bid valuing the assets at $30/share vs. ~$27.75 standalone and a ~$25B premium to the $82.7B EV of studio + streaming. Hard to justify

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Alessandro Levi @alessandrolev

6 months ago

@wolfejosh @elonmusk Once fusion is achieved, isn’t it clearly the superior path? Cleaner, safer, virtually unlimited fuel, and no long-lived waste or meltdown risks. SMRs are great for now, but they’re still fission-based.

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Alessandro Levi @alessandrolev

6 months ago

@ramez The technology gap is getting smaller and smaller even for semi. Restricting export won’t avoid China to find their way. The only solution is to keep the competing advantage

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Alessandro Levi @alessandrolev

6 months ago

@paoloardoino @qvac Fantastic news!! Ex Italian Institute of Technology PhD student here.

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Alessandro Levi @alessandrolev

6 months ago

Good start to the week. @paramountco launched a $108b hostile bid for @wbd 🍿 Inorganic growth in Hollywood won’t stop here. reuters.com/legal/transact…

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Alessandro Levi @alessandrolev

6 months ago

@paramountco launching a hostile takeover for @wbd . Legacy media is officially in the endgame: undervalued assets, heavy debt loads, and streaming economics are pushing Hollywood into a new era of consolidation. 🍿

Charles Gasparino @CGasparino

6 months ago

SCOOP: How Warner Bros. Discovery’s CEO decided to sell to Netflix— and why the media giant’s auction may not be over as Paramount Skydance plots its next move including a possible "hostile" bid cc @paramountco @Skydance @wbd @netflix nypost.com/2025/12/05/med…

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Alessandro Levi @alessandrolev

7 months ago

Okay @Google, time to remake some good AI glasses. Please partner with @EssiLux and don’t come up with the past nerdy design that only Silicon Valley engineers like.

Chubby♨️ @kimmonismus

7 months ago

Google cooked so hard. Not gonna lie, this feels like the future is here. Now develop Google Glasses with enough battery power, a good chip, and a look like Ray-Bans, and you'll have an instant hit. 100%.

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Alessandro Levi @alessandrolev

7 months ago

Amazing initiative

Michael Dell 🇺🇸 @MichaelDell

7 months ago

$6.25 billion. 25 million children. $250 each. Susan and I believe the smartest investment we can make is in children. That’s why we’re so excited to contribute $6.25 billion from our charitable funds to help 25 million children start building a strong financial foundation

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Alessandro Levi @alessandrolev

7 months ago

Amazon is the latest to release its own AI chip. Custom silicon is becoming a moat for hyperscalers (Amazon, Google, Microsoft), but only when paired with an equally strong software ecosystem. Hyperscalers can’t rely solely on Nvidia anymore because: 1. Nvidia captures 60–70%+ of the value chain’s margins 2. GPU supply remains constrained 3. Outsourcing compute to a single vendor creates strategic dependency The war on margins is now being fought at the chip level and in the software stack. aboutamazon.com/news/aws/train…

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Alessandro Levi @alessandrolev

7 months ago

Marvell is reported to be in advanced talk to buy Celestial AI, a photonic startup with great demos but little revenue. The deal could be valued at $5B+. History says 80–90% of deals like this torch shareholder value. 3–5 year roadmap + AI FOMO = classic overpay risk. Great news for investors, questionable for $MRVL shareholders. theinformation.com/articles/marve…

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Alessandro Levi @alessandrolev

7 months ago

@paoloardoino Will you unlock device access for the iPhone (for documents) and cloud storage like Dropbox, Drive?

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Alessandro Levi @alessandrolev

8 months ago

Right idea, wrong decade. Market timing is the most expensive lesson in venture.

Marc Andreessen 🇺🇸 @pmarca

8 months ago

Is it really a bubble when $182M is lost en route to $70B? 👀

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Alessandro Levi @alessandrolev

9 months ago

For years, semis were dismissed as too slow + too costly (“$5M+ for an ASIC” was the mantra entrepreneurs heard), while VCs chased apps, e-comm, fintech. Now the deeptech renaissance is here, driven by AI, geopolitics & supply chains. Big congrats to Rivos, chip developer on open-source RISC-V, for his EXIT! 🚀 reuters.com/business/meta-…