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Niptech Podcast
Explore - Investir dans l'innovation et l'impact avec Nelson Dumas
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Dans cet épisode spécial de Niptech Explore, Mike et Ben reçoivent Nelson Dumas, jeune investisseur valaisan et fondateur de Numan Wealth,.
Au programme de cet épisode :
âą L'Origine : De l'immobilier familial Ă l'investissement Ă impact pour "compenser" l'industrie du ciment,.
âą La ThĂšse d'Investissement : "La fin du mois avant la fin du monde" â pourquoi il faut investir dans la rĂ©silience et la rĂ©duction des inĂ©galitĂ©s,.
âą Le ProblĂšme du VC : Pourquoi financer une usine ou du hardware avec de l'equity est une erreur fatale pour les startups,.
⹠Le Trésor Suisse : Comment activer les 5% alloués au Private Equity dans les 1400 milliards des fonds de pension (LPP).
⹠Débat Tech : Start-up vs PME : un problÚme de nomenclature ?.
âą IA & Hype : Pourquoi l'IA est souvent un "rebranding" pour lever des fonds.
⹠Mindset : Gérer le syndrome de l'imposteur quand on commence à investir à 18 ans,.
âą Conseil de vie : L'importance de se reconnecter Ă la nature (et au Valais !).
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Liens et Références (Show Notes)
đ€ Retrouvez l'invitĂ© :
âą Nelson Dumas sur LinkedIn : https://ch.linkedin.com/in/nelson-dumas-impact
âą Numan Wealth Investment : https://investments.numanwealth.com
đ° Articles citĂ©s :
âą Le Nouvelliste : Le Valaisan Nelson Dumas et Numan Wealth au cĆur dâun accord international https://www.lenouvelliste.ch/valais/finance-le-valaisan-nelson-dumas-et-numan-wealth-au-coeur-dun-accord-international-1479483
âą PME Magazine : Quand le grand-pĂšre et le petit-fils investissent ensemble https://www.pme.ch/invest/2022/07/11/quand-le-grand-pere-et-le-petit-fils-investissent-ensemble-dans-des-start-up-386575
âą Genilem Podcast : Mieux financer l'innovation avec Nelson Dumas https://youtu.be/QwNg4xM4eRA?si=VkUMqGRZF-kc2gQf
Daphné Tech https://daphnetech.com/
limited qualified investor fund switzerland https://www.am-switzerland.ch/en/topics/regulation/limited-qualified-investor-fund-l-qif
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485 - Rétrospective 2025 (avec ProfduWeb et Guillaume)
01:07:51|LE sujet TECH 2025 qui mâa le plus surpris en 2025 ?Mat : Toutes les actualitĂ©s sur lâiA particuliĂšrement : NotebookLM et cette semaine NanoBanana proBaptiste: Claude Code tu as essayĂ© Antigravity ? https://antigravity.google/ https://www.claude.com/product/claude-code Guillaume: Les Meta Rayban connectĂ©es ne sont pas un bide commercialSyde MalgrĂ© les Trump tariffs - the AI bubble continue : 30% of the S&P 500 in Mag 5": Apple, Microsoft, Amazon, Alphabet, Nvidia / $500B+ AI spend; $12B consumer revenue / stock increase +18% DAX YTD - FTSE +15% /S&P 15% / NASDAQ +20% / FR +11% / Ben: China Just Powered Up the Worldâs First Thorium Reactor â and Reloaded It Mid-Run (La Chine a rĂ©ussi Ă recharger un rĂ©acteur au thorium sans arrĂȘter la production, utilisant une technologie Ă sels fondus qui Ă©limine le risque de fusion du cĆur et est trĂšs bonne pour les petits rĂ©acteurs). Aussi les nouvelles façon de faire de la gĂ©othermiePRĂDICTION TECH pour 2026 ?Ben: LâannĂ©e des architectures de calcul "post-GPU": Exemple mais il y a en a dâautres: le "Sensory Edge" Neuromorphique : Innatera (mais aussi thermodynamique: Extropic)Mat : Le post-GPU qui sera aprĂšs la bulle !Guillaume: PAF! Câest le bruit dâune bulle qui Ă©clateSyde: AI disenchantment - hype cycle model of technology adoption - le descente from the PEAK https://www.slideteam.net/gartner-hype-cycle-model-of-technology-adoption-in-product-lifecycle.html Baptiste: Revert des politiques contre lâIA, par exemple contre les voitures autonomes ou les data centers.  InspirationFilms: Mat : Running Man lâancien comme le nouveau) on rĂ©alise la prĂ©sence des rĂ©gimes autoritaires et le pouvoir des mĂ©diasRunning Man (1985) https://www.imdb.com/title/tt0093894/ Running Man (2025) https://www.imdb.com/title/tt14107334/ Documentaires:BEN: Demis Hassabis et Deepmind:The Thinking Game | Full documentary | Tribeca Film Festival official selection https://www.youtube.com/watch?v=d95J8yzvjbQ&t=2s Guillaume: interview de François Jarrige sur le progrĂšsLa TECHNOLOGIE: PROGRĂS ou DĂSASTRE Ă©cologique? l François Jarrige https://www.youtube.com/watch?v=O0DGYoTq4r4&t=4661s Baptiste: How to Change Your Mind https://www.netflix.com/ch-en/title/80229847 Livres: SYDE :: Breath: The New Science of a Lost Art by James Nestor https://www.amazon.com/Breath-New-Science-Lost-Art/dp/0735213615 Respirer https://amzn.eu/d/gha9HEG MyoTape: Mouth Tapes https://myotape.com/ Podcasts: Mat : Moteur de recherche Moteur de recherche | Balado https://www.youtube.com/playlist?list=PLJ7ZzojPlv5D8gcq90A16Eqp0ICipabg5 Quote: âTends la main et ouvre ton cĆur, car, bien avant les mĂ©dicaments et les docteurs, l'humain reste le meilleur remĂšde pour son prochain.â du livre DĂ©connecter de Boucar Diouf
484 - Bombai Humanoid #Asia #Whoop #AIshopper
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483 - oakleymetavanguard - Lunettes AI, Résilience des supply chain, Podcasts sur Netflix
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482 - Bee Thor - Sora arrive, les robots aussi ?
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481 - Jawbone26 - Conférence Apple, Meta RayBan, AI Bubble
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480 - Verordnung - IFA, Oracle, Coach Raveling
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479 - Autovarela - Addiction Ă lâIA, AI en Science, Google Event
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478 - NipScam - GPT5, Souveraineté, Startups
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