Tuesday, May 20, 2025

Ambition is a vice, but it may be the father of virtue

Source: AZ Quotes


Ambition is a complex trait, often viewed through different lenses. In contemporary culture and business, ambition is portrayed as a driving force for improvement and impact. When coupled with ethical principles, empathy, and a clear purpose, ambition can foster innovation, growth, and effective leadership, qualities that are widely admired.


However, classical philosophy, particularly Stoicism, offers a contrasting perspective. In Stoic philosophy, unchecked ambition, leading to ego, restlessness, or a relentless pursuit of external validation, can be considered a vice. The Stoics prioritized inner virtues like wisdom, justice, courage, and temperance over external markers of success such as fame or wealth. They believed that tying one's well-being to uncontrollable external factors could be perilous.


Ultimately, whether ambition is virtuous hinges on its alignment with values and intentions. If ambition is driven by self-centered motives or personal gain at the expense of others, it leans towards vice. Conversely, when ambition is rooted in a sense of purpose, accountability, and a commitment to the welfare of others, it transforms into a moral strength.


In conclusion, ambition, in isolation, is not inherently virtuous. Its virtue lies in its alignment with noble values and aspirations, guiding it towards serving a higher purpose or the common good.

Tuesday, May 13, 2025

Reentry: Elon Musk's ever increasing ambition



In Reentry: SpaceX, Elon Musk, and the Reusable Rockets that Launched a Second Space Age, Eric Berger delves into Elon Musk's pivotal role in transforming SpaceX from a fledgling startup into a dominant force in space exploration.

I was amazed by SpaceX’s sheer speed—how fast the teams moved, how quickly they iterated, always pushing forward while accepting some risk. The insane work ethic. And the at times real and sometimes artificially im posed penny-pinching approach to budgets.

But what struck me most was how Musk’s ambition kept multiplying. With every step forward, even before the last one was fully wrapped up, his vision grew bigger, already reaching for the next level before they’d even landed the last. That unwavering ambition is highlighted in Berger's narrative and can be categorized into his mindset, behaviors, and actions:


Ambitious Mindset

Elon Musk’s mindset is defined by an  implausible vision: not just building rockets, but making life multiplanetary. In Reentry, Eric Berger shows how Musk questions long-held aerospace assumptions—especially the idea that rockets can’t be reused—by blending a startup’s speed with a futurist’s ambition. He treats risk as fuel for innovation, creating a culture where failure isn’t feared but welcomed as part of learning. This kind of thinking drives SpaceX’s boldest leaps and frames ambition as both necessary and non-negotiable.


Ambitious Behavior

Musk doesn’t just talk about vision—he operates inside it. He stays deeply involved in engineering challenges and pushes his teams with relentless intensity. Berger portrays him as a leader who expects from others what he gives himself: full commitment, long hours, and total focus. His management style is aggressive but purposeful—launching massive, parallel initiatives like Starship and Starlink with full awareness of their complexity. He thrives in this kind of pressure, and he builds a company culture that does too.


Ambitious Actions

These behaviors translate into groundbreaking actions that redefine spaceflight. Under Musk’s leadership, SpaceX engineers and launches the Falcon 9, the first orbital-class rocket that flies, lands, and flies again—reshaping the economics of launching anything into orbit. Berger details how Musk wins critical NASA contracts, gaining not just funding but credibility in an industry built on institutional trust. He also secures access to iconic launchpads like Cape Canaveral, outmaneuvering legacy aerospace players and positioning SpaceX at the heart of a new space age.


Berger's account in Reentry portrays Musk as a figure whose extraordinary ambition—manifested through a visionary mindset, assertive behaviors, and groundbreaking actions—has forever altered the possibilities of space exploration.


This article was first post on LinkedIn on May 13, 2025

Tuesday, May 6, 2025

The Fictiv acquisition by MiSUMi is a strategic exit in digital manufacturing



On April 17, 2025, MiSUMi announced the acquisition of Fictiv for a reported $350M, marking a notable outcome in the digital manufacturing space.

Founded in 2013, Fictiv raised $192M from investors including Accel, G2 Venture Partners and others. The latest round was a $100M Series E from Activate Capital Partners. Its managed marketplace model—focused on speed, traceability, and quality control—found strong product-market fit with enterprise hardware teams. The company distinguished itself with a vertically integrated approach and deep customer engagement.

For MiSUMi, a global supplier of configurable components, the acquisition accelerates its digital transformation and strengthens its U.S. presence. Given its ~$4B market cap the acquisition constitutes a major investment.

From an investor lens, this signals a few important dynamics:

  • Digital manufacturing is consolidating. Platforms with differentiated business models and strong customer relationships are attracting strategic buyers.

  • Fictiv and Xometry (current market cap: $1.4B) represent contrasting approaches: Fictiv emphasizes quality and service; Xometry is optimized for scalability through AI and a self-service model. Both now have strategic or public outcomes.

  • Strategic exits are viable in B2B marketplaces, especially where tech and operational execution solve persistent industry frictions.

A strong reminder that in capital-intensive, digitally lagging industries, vertical integration and operational excellence can drive both impact and exit.


This post was first published on LinkedIn on May 6, 2025.

Saturday, May 3, 2025

Industrial Tech Startups In The San Francisco Bay Area


The San Francisco Bay Area and Silicon Valley are considered the worldwide center of software and technology innovation.

The SF Bay Area was a hot bed of industrial production up until the end of the cold war.  However, one Tesla plant does not make up for the little that is left of that industrial base.

A new generation of disruptive industrial tech and manufacturing startups has been funded since 2012, the top ten alone to the tune of more than 2.7B US Dollars:

Vertically integrated manufacturing startups dominate the top 10. Six of the top ten are founder led, and two of the top 10 were founded in 2012; the last in 2018.

Read 👉 here 👈 for the complete overview and deep dives.

This article was first published on LinkedIn on September 21, 2023.

The market dynamics of Industrial Tech software

 

Image credit: presentationpoint.com/blog/data-signals-triggers-industry-4-0

The automation industry has completed 3 transformations, and each transformation has created a new set of players.

The market for business process software alone was > $60 Billion in 2022. It is dominated by established SW generalists, SW specialists and industrialist companies. These incumbent players have acquired to enter new market segments.

Will new standalone companies establish themselves in the Industry 4.0 category?

Read 👉 here 👈 for a comprehensive overview. 

This article was first published on LinkedIn on October 24, 2023

HXM Software Trends

 

Credit: GPT


Human Experience Management (HXM) is one of the most exciting software markets segments: People constantly change, and sometimes very quickly. Each emerging generation, such as millennials and Gen Z, introduces novel behaviors and expectations. Underlying trends such as artificial intelligence technologies, a growing contingent workforce, the ongoing globalization, and most recently, the impact of the coronavirus pandemic, result in exciting changes in the workplace.

👉This deck 👈 provides an overview of HXM trends, software categories, IPOs, mergers and acquisitions, of unicorn startups and of the mega trend 'distributed work' as of 2022.


This article was first published on LinkedIn on January 9, 2024

Where German Tech Unicorn Founders Should Go Public


Many founders of tech unicorns in Germany have to choose whether to go public in Germany or in the US. These choices come with big trade offs regarding incorporation and board governance.

To cut to the chase: Tech founders wanting to play in the big leagues should list on NASDAQ or NYSE in the US.

👉 And this is why 


Viele Gründer von Tech Unicorns in Deutschland müssen sich entscheiden, ob sie in Deutschland oder in den USA an die Börse gehen wollen. Diese Entscheidungen verlangen nach einer umfassenden und gründlichen Abwägung der verschiedenen Optionen. 

Aber um es kurz zu machen: Tech Startupgründer, die in der ersten Liga mitspielen wollen, sollten an der NASDAQ oder NYSE in den USA notieren.

👉 Und hier ist warum 


This article was first published on LinkedIn on September 12, 2023