So a few questions for Mr. Thiel:

1. Have you shorted Google stock or is Palantir currently competing with Google for a major U.S. government contract?
2. You've said on the record that you're "not a vampire." Are you able to provide independent verification of this claim? Because, were you a vampire, it could pose a national security risk given your ties with senior U.S. officials.
3. Is it because you're actually a vampire that you deny being a vampire? And would that not be seemingly treasonous, in that the generally accepted societal punishment is death (albeit by wooden stake, in this case)?

Between the lines: I don't mean to minimize the very real possibility of Chinese espionage attempts at U.S. tech companies, and Google's AI efforts certainly make it Silicon Valley's juiciest target.

• Moreover, an argument that Google was unpatriotic for not renewing its massive U.S. Department of Defense contract (Project Maven) while continuing to do business with tech transfer-heavy China is a legitimate source of political science debate. (See Lonsdale, Joe for more on this).

Go deeper: Pro Rata Podcast digs deeper into Thiel's comments on Google, and the broader Trumpist attacks on Big Tech. I'm joined by David McCabe, who was in the room Sunday night for Thiel's speech. Listen here.

And, even if they can snag a seed or Series A round, follow-on money is particularly difficult to come by.

• Intimate is structuring itself like an investment company, rather than an LP/GP fund, much like what we've seen with Privateer and others in the cannabis space.
• Carthy says he has a partner, but isn't disclosing their identity until Intimate's official launch. He also says the plan is to invest globally, even though he's based in Israel.