Fahad AlSharekh فهد الشارخ

@naval @rabois @rabois you holding up okay ?

Last week at the Kamco Invest & Burgan Bank 2026 Investment Conference in Kuwait, we had a timely and substantive discussion with Jake Zeller (Powerset), Patrick Yang (Amity Ventures), and Omar Darwazah (AAF Management) on where venture and private markets are heading next. What stood out most from the conversation is how clearly the market is shifting under our feet. One of the strongest points raised on stage, which Omar articulated well in his recent post, is that AI is breaking software moats, but not all of them. The pressure on SaaS is real. Barriers to entry are falling, internal tools are replacing point solutions, and weak products will get compressed. At the same time, Jake added that companies with regulatory depth, mission-critical workflows, and real infrastructure embedded in customer operations are becoming more durable, not less. We also discussed with Patrick how liquidity is evolving in private markets. Founders are staying private longer. Secondaries are becoming a meaningful liquidity mechanism. Capital is concentrating around a small number of frontier technology leaders, while a long tail of profitable, capital-efficient businesses is quietly forming beneath them. The result is not just concentration of outcomes, but dispersion, and that changes how portfolios need to be constructed. Beyond AI as a product layer, Jake spent time on AI as an investing layer. How data, signal extraction, and tooling are reshaping fund formation, deployment strategy, and decision-making. The edge going forward will not come from access alone, but from disciplined signal selection in a noisier, faster market, and knowing where human judgment still clearly outperforms algorithms. From The JEDI Fund perspective, this discussion reflected our own evolution. After years of building an emerging manager platform, the focus is increasingly on selectively leaning into high-conviction direct opportunities where signal quality, access, and strategic alignment converge. The bar is higher than the last cycle, but the opportunity set is more interesting. The engagement from partners, investors, and operators in the room confirmed that these questions are not theoretical. Everyone is navigating the same structural shifts in real time. Strong discussion with Jake, Patrick, and Omar, and well timed by Kamco Invest and Burgan Bank as the market enters a new phase of growth investing. AI is expanding the addressable market for software, services, and infrastructure in ways that fundamentally reset how we think about scale, defensibility, and long-term value creation. This is the start of a very different cycle for venture and private markets. #VentureCapital #PrivateMarkets #ArtificialIntelligence #SaaS #TechInvest #FahadAlSharekh youtu.be/_XHPv2T2cVw?si…

Kuwait’s Technology Investment Climate in the Age of Artificial Intelligence This interview with #FahadAlSharekh @AlShark, Founder and Managing Partner at TechInvest, explores the evolving technology investment climate in #Kuwait, the #GCC, and global markets, with a strong focus on #ArtificialIntelligence investment and #VentureCapital opportunities in the #MiddleEast. marcopolis.net/kuwaits-techno…

How Kuwait Is Investing in Artificial Intelligence and Global Technology youtu.be/PjDGbXFLsTk?si… via @YouTube #FahadAlSharekh #Techinvest #AI

@Halfoh Happy Birthday young lady 🙌🏼😚

الضمير المستتر اختصار لغوي, يُغني عن التكرار ويُحافظ على سلاسة الجملة. الاقتصاد في اللغة… فصاحة.

مجلة بانيبال الإسبانية تخصص ملفا خاصا عن الأديب الكويتي الراحل "محمد الشارخ" . #أخبار_الثقافة

قصة صخر .. واللغة العربية في الحواسيب

قصة صخر .. واللغة العربية في الحواسيب. كل الشكر والتقدير لـ @KwtTelevision