Lonis
678 posts

Lonis
@_Lonis_
VP of Growth at @ProsperaGlobal. Uneducated. Founded depict ai (2x YC Top Company). Send me anonymous feedback: https://t.co/4qM2HnEWVZ | @andysz


some time ago i came across a simple hilarious fact that the entire wind turbine industry relies on a handful of chokepoint companies only ~2 companies in the whole world can produce super alloy strong enough for wind turbine blades, only ~1 certifies them for production so let's say if energy demand quadruple thanks to ai or whatever and wind energy double, which company is gonna carry the boat and exponentially grow? the potential gap is insane but across the entire supply chain, there are varius instances of this so i wrote a supply chain analysis series on the most critical domains in the next era investment.binhph.am first three pillars: > ai inference > robotics > energy grid we’ll cover a lot of things from precision nuts in humanoids to copper mining for electric grid through this, we’ll identify major choke points, which pose the perfect investment opportunity or company building potential




New Anthropic research: Project Deal. We created a marketplace for employees in our San Francisco office, with one big twist. We tasked Claude with buying, selling and negotiating on our colleagues’ behalf.

We just had our best-ever quarter at Próspera - crossing 350 incorporated companies! 🧵









New post. American AI companies won’t move to Europe. But we can work to have them deploy compute on European shores. Data centers bring investment, tacit knowledge and some amount of leverage. We should welcome all of those things. The Commission and some national governments have been trying to build data centers themselves. I believe these efforts are flawed—a multilateral institution is not set up to orchestrate the construction of massive infrastructure projects. The Commission’s “AI Gigafactories” are not moving forward, because companies like Siemens and SAP simply do not require that much capacity. But there are entities out there who share some of the values of European nations, and who need more GPUs: American AI companies. Constructing data centers in the United States, where the government threatens use of the Defense Production Act carries a slight risk premium. Building multi-billion compute projects in UAE, a country that gets bombarded with Iranian drones, might also look less attractive. In comparison, Europe is looking better each passing day. Now there’s always the danger of falling into euro-cope. But working to get American companies to build facilities in Europe is far easier, compared to statist compute projects that don’t go anywhere. There’s plenty of obvious work here: make European governments AGI-aware, ease permitting, and shift the Commission from pursuing demand-side to supply-side measures. I lay out more details here: simongrimm.substack.com/p/building-lib…









