Antoine Blondeau
دبي الإمارات العربية المتحدة
١٦ ألف متابع
أكثر من 500 زميل
نبذة عني
I am a former Artificial Intelligence entrepreneur and now an investor in deep AI…
النشاط
١٦ ألف متابع
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Antoine Blondeau أعاد نشر ذلكAntoine Blondeau أعاد نشر ذلكWe are hiring at Higgsfield. It’s your chance to join a company growing at a pace 99.9% of people will never see in their careers — and to experience that kind of growth yourself, personally and professionally. Open positions: → AI Educator: https://lnkd.in/g2P3VCk7 → Security Infrastructure Engineer: https://lnkd.in/gGJpkTc7 → Global Head of People: https://lnkd.in/g35gMz5r → Associate General Counsel: https://lnkd.in/gdmc7iQn → Senior Counsel: https://lnkd.in/gSdQqByd → Enterprise GTM: https://lnkd.in/g8tdKEF5 A few things worth knowing before you apply. We ship. Fast. We've shipped more products in the last twelve months than companies five times our size, and that pace is the bar. The gap between idea and live product is measured in days, not quarters. We hire for taste and ownership. You'll own the work, decide how it gets done, and see it through. No layer above you waiting to take it. You'll be at the forefront of AI. We're building one of the fastest-growing AI companies in the world. We serve 25M users and plan to expand more. What you build here gets used by millions. If this sounds like you, apply or share this post with someone you know. And if you're on the fence, reach out anyway. Some of the best people on the team weren't looking when we met them.
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Antoine Blondeau شارك ذلكCongratulations to my friend Ferdinand Dabitz and his team at Augustus! The time has come to re-invent banking. Stay tuned for more.Antoine Blondeau شارك ذلكThere is so much to be said about the bank charter, the approval and how we’re re-thinking clearing for the AI era. But first, I wanted to take 2 minutes to talk about why “Augustus”. Augustus was the inventor of modern currency. When he came into power every province had their own coin. He centralized the mint, the coinage and invented what we still know today: The national currency system. Augustus was the original underdog. When he was named Julius Caesar’s heir, there were easily 10 people who were objectively more likely than him to win in the following struggle for power. He still succeeded, against all odds. Today, I’m proud of a team that also succeeded, against all odds. Who would have thought we’d actually pull it off? And I’m proud of a team that is re-inventing money one more time. I think it’s an important mission: Hard currencies are the best product in the history of the world, but distribution is broken. If we want to secure Western Currency dominance, we need to fix that. Long Live Augustus!
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Antoine Blondeau شارك ذلكThe future is happening now -- with a Higgsfield AI MCP pipeline generating a full-blown ad, and running the campaign autonomously. Now it's every Monday, but there's no reason it does not become an every day, every hour or even every minute occurrence, as context-specific refined targeting takes hold.Antoine Blondeau شارك ذلكMarketing is fundamentally changing in the era of AI agents. McKinsey estimates agentic AI will accelerate campaign creation and execution by 10-15x and we see this trend at Higgsfield. Last week, someone ran an entire paid ads operation with our Higgsfield MCP. The pipeline ran itself: → Claude Cowork researched competitor ads in Ad Library. → Higgsfield MCP generated creatives. → Uploaded visuals to Ads Manager. → Meta MCP launched the campaigns and read performance. → Winners scale via Higgsfield MCP. → Runs every Monday. The teams that win in 2026 will not just integrate tools - they’ll redesign their workflows around AI ad stacks that research the market, generate creatives, launch campaigns, read performance, and scale winners continuously. That changes the role of the marketer. The value of marketing teams is shifting from production to strategy, taste, and decision-making. Junior execution roles are the most exposed because they are easiest to automate. Senior strategists become more valuable because they decide what the AI should produce, how to position it, and what actually matters to the client. The job is no longer to manually produce every variant, check every metric, or chase every test. The job is to build the system that scales.
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Antoine Blondeau أعاد نشر ذلكAntoine Blondeau أعاد نشر ذلكSo proud to share: Higgsfield AI is now the #1 video gen AI platform by web traffic in the world, according to Similarweb. A year ago our line on this chart was at zero. We launched our product in April 2025 and got to over 27M monthly visits since - without running a single paid ad. All our traffic is organic, people hear about Higgsfield from someone who already uses it. Most of the AI video trends that hit mainstream feeds this year were created in Higgsfield and shared by creators we've built real relationships with. Our job is to make sure the product keeps deserving that word of mouth. We ship every day, we listen to our community, and we sit in the same room as the filmmakers, marketers, and creative teams we build for. Thank you to the team and to the creator community around Higgsfield. A lot more coming.
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Antoine Blondeau أعاد نشر ذلكAntoine Blondeau أعاد نشر ذلكWe are hiring at Higgsfield! Usually, I don't post job announcements, but this one is special: We are looking for a GM, International Partnerships to drive our global B2B partnerships. A bit of context on Higgsfield: we crossed $300M+ run-rate in 11 months and raised a $130M Series A. B2B is one of the fastest growing parts of our business right now, and I need someone to take full ownership of it internationally. What you'll own: - Full partnership lifecycle from sourcing to closing international deals - Multi-million dollar revenue targets - C-level and founder relationships across key markets - Building the partnerships team and processes from 0 to 1 - Cross-functional work with Product, Engineering, and Leadership Background we're looking for: IB, top consulting, or leading tech companies. Proven experience closing complex B2B deals in SaaS or AI. Someone who can operate in ambiguity and move fast. - Fluent English and Russian required. - Mandarin is a strong plus. - SF Bay Area / Almaty, on-site. Full details and application here: https://lnkd.in/gVa7Dr75 If you know someone who fits, I'd appreciate a tag or a share.
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Antoine Blondeau شارك ذلكWe are expanding our US team. Interested? Please apply!Antoine Blondeau شارك ذلكCome work with me! I'm #hiring a deep tech AI/ML analyst for in-person work at Alpha Intelligence Capital's San Francisco-based investment team! In this role, you'll do everything deep tech VCs do: source > diligence > invest > manage portfolio companies and more. Ideal candidate: highly technical, has previous experience with applied research and/or product development, has some exposure to business, and is now looking to leap FT into the business-facing side of science and engineering. This role is a good fit for someone who has: ✔ An advanced AI/ML background (or adjacent), has published or worked on SOTA AI/ML research projects or products, and actively tracks new research, products, startups, etc. We’re a deep tech AI fund and you’ll play a critical role in finding, investing in, and supporting highly technical founders. ✔ High curiosity paired with high initiative. You read A LOT of anything and everything. You might not be an expert on anything yet, but your appetite for knowledge is insatiable and you just need the mentorship to steer you and the opportunity to prove yourself ✔ High IQ and moderate/high EQ. We have a firm “no jerks” policy and we love quirky! ✔ Low ego and you’re smart enough to recognize what you don’t know. Nothing is beneath you and you’re not afraid to ask for help. ✔ You have some prior exposure to business via part-time/fellowship/full-time work on your own startup idea, internships, or something else that taught you what “financial modeling” and “business model” means. ✔ Due to some of the sector coverage of our platform where Security Clearance might be required, candidates must be a U.S. Person. At this time, we are not offering work authorization sponsorship. To apply, please submit your resume and a cover letter to recruiting[AT]aicapital{dot}us with the subject line "SF AI/ML Analyst". In your cover letter, please highlight: ✔ Your interest in venture capital and relevant experiences ✔ A recent (<6 months) deep tech AI trend or startup that excites you and why ✔ A comprehensive view of the AI tools you use and how they fit into your day-to-day workflow ✔ A hobby that shows your ability to think creatively and tells us who you are as a person About AIC: Deep tech AI/ML-focused fund with a globally distributed team of deep tech entrepreneurs, scientists and engineers, and experienced investors. AIC backs deep tech founders from seed to Series B as they launch and scale startups spanning the AI/ML enabling stack and application layer. Select investments include AMI - Advanced Machine Intelligence (Yann LeCun's startup), Aidoc (world's largest AI for radiology startup), InstaDeep (EU's largest AI exit, acquired by BioNTech SE), Higgsfield AI (fastest startup to reach $100m, $200m, and $300m ARR), and more! Uday Sandhu Antoine Blondeau Arnaud Barthelemy Katharina Maier Terry Chou Alberto Pelliccione Axel Badalian Coby Yeung Arun Vijay
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Antoine Blondeau شارك ذلكNhi Lê is a star member of the Alpha Intelligence Capital team, a woman who lives and breathes the values we do care about -- ownership, initiative, conviction, excellence, and team. Here, Forbes features Nhi as a uniquely qualified investor in deeptech AI. "Women in deep tech investing are rare; women arriving in this space through a PhD bench, a tech transfer office, and a Singapore family office are essentially singular." We couldn't agree more. So what's our right to win? Nhi explains: "the next wave of venture investing that is very sustainable, very lucrative, is in science and engineering. You can’t do it if you don’t know it, because you can’t do the diligence on it, and you can’t build the rapport with the founders." Read below for Nhi's great personal story. I am honored to have her as a partner in our journey. #deeptech #AI #womenindeeptech #AIinvestment https://lnkd.in/dWxYfdXwThe Rise Of Women Investors Turning $30 Trillion Into Female AmbitionThe Rise Of Women Investors Turning $30 Trillion Into Female Ambition
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Antoine Blondeau شارك ذلكWe invested in Advanced Navigation back in late 2022 with the belief that: 1) a fundamental AI-based algorithmic advantage delivers a long-term moat; 2) comprehensively productizing that advantage into multiple solutions, from stand-alone sensors and full Inertial Navigation Systems to underwater autonomous drones, enables the capture of most of the value; 3) a global GTM to both civilian and defense markets, with strong partnership delivery capabilities, yields entrenched, repeat, business relationships that are sticky in nature. Three years in, that belief is now validated with Advanced Navigation's massive Series C raise -- $110m to further consolidate the company's hold on the physical "autonomy stack", at a time when conflicts are driving huge needs for intelligent autonomous systems in contested PNT (Positioning, Navigation & Timing) environments. Congratulations to Chris Shaw, Pawel Michalak, and the entire team at Advanced Nav. -- they continue to show that the AI ecosystem down under has nothing to envy its equivalents in North America or Europe.Antoine Blondeau شارك ذلكWe’re proud to see Advanced Navigation announce a $110M Series C to accelerate the next era of autonomous systems. The round was led by Airtree, with strategic participation from Quadrant Private Equity and the National Reconstruction Fund Corporation (NRFC). These investors join a strong group of existing backers including Main Sequence, KKR, IQT and ourselves at Alpha Intelligence Capital. Advanced Navigation is building mission-critical navigation infrastructure for a world where GPS is no longer reliable, from contested defense environments to deep sea, aerospace, and robotics. Their AI-driven inertial navigation systems enable precise positioning even in GPS-denied environments, a capability that is becoming increasingly strategic globally. This is not just a funding milestone. It reflects a broader shift: → Autonomy is moving from software to full-stack, hardware-enabled systems → Resilience in GPS-denied and adversarial environments is becoming a first-order requirement → Deep tech companies with years of R&D and vertical integration are pulling ahead We first backed Advanced Navigation in 2022, and have seen firsthand the depth of their technology and execution. With deployments across air, land, sea, and space, and customers ranging from industrial leaders to defense, the company is positioned at the core of the autonomy stack. Excited to continue supporting the team (Chris Shaw, Pawel Michalak) as they scale globally.
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Antoine Blondeau شارك ذلكThis keeps getting better, at an incredible pace. Unimaginable even 6 months ago at this level of quality as to storytelling, image quality and consistency.Antoine Blondeau شارك ذلك🧩 We just made a $100,000,000 movie in 4 days. Introducing Higgsfield Original Series - world's first complete AI streaming platform showcasing next generation AI filmmakers. 🎬 Discover AI films and series and 🎬Vote on which of the teasers gets continued. Revolution in AI filmmaking just happened - Ep. 1 of Arena Zero debuted on Higgsfield Original Series Watch how we make Higgstory here ⬇️ https://lnkd.in/d7W_FMU8 OST: Dirty Ctrl - DEM
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Antoine Blondeau أضاف إعجابًا إلى ذلكAntoine Blondeau أضاف إعجابًا إلى ذلكIn the last couple of years I’ve had a front row seat to the future. So I’m excited to be stepping into a new role at OpenAI leading Founder Experience, taking the work I’ve been doing with founders, developers and investors across EMEA to a global level. I have travelled around the world meeting founders at meetups, universities, VC events and hackathons, builders creating incredible companies. The jump from builder to founder is one of the most important moments on their journey: going from experimenting, hacking and prototyping to building a company, creating value for others and shaping what’s next. We’re building this function around a simple belief: if you are building in the service of others, then we are in the service of you. Founder Experience is focused on helping founders move fast, be supported from Day 1 and through every stage of growth. I am excited to continue to spotlight the stories of founders and what they’re building around the world, work with founder communities and startup ecosystems everywhere. The talent, ambition and velocity right now are extraordinary and we at OpenAI are here to make sure founders succeed as they build, grow and scale. If you’re building, we are here for it. LFG ❤️
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Antoine Blondeau أضاف إعجابًا إلى ذلكAntoine Blondeau أضاف إعجابًا إلى ذلكWe are hiring at Higgsfield. It’s your chance to join a company growing at a pace 99.9% of people will never see in their careers — and to experience that kind of growth yourself, personally and professionally. Open positions: → AI Educator: https://lnkd.in/g2P3VCk7 → Security Infrastructure Engineer: https://lnkd.in/gGJpkTc7 → Global Head of People: https://lnkd.in/g35gMz5r → Associate General Counsel: https://lnkd.in/gdmc7iQn → Senior Counsel: https://lnkd.in/gSdQqByd → Enterprise GTM: https://lnkd.in/g8tdKEF5 A few things worth knowing before you apply. We ship. Fast. We've shipped more products in the last twelve months than companies five times our size, and that pace is the bar. The gap between idea and live product is measured in days, not quarters. We hire for taste and ownership. You'll own the work, decide how it gets done, and see it through. No layer above you waiting to take it. You'll be at the forefront of AI. We're building one of the fastest-growing AI companies in the world. We serve 25M users and plan to expand more. What you build here gets used by millions. If this sounds like you, apply or share this post with someone you know. And if you're on the fence, reach out anyway. Some of the best people on the team weren't looking when we met them.
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Antoine Blondeau أضاف إعجابًا إلى ذلكAntoine Blondeau أضاف إعجابًا إلى ذلكThe era of typing into a chat box is ending. Today we're launching Higgsfield Supercomputer, the first agentic marketing agency. It works like an autonomous team. You give it a goal. It plans the workflow, picks the right tools, and runs the campaign end-to-end — from creative ideation to production, optimization, and distribution. It works 24/7. It learns from every task. It gets sharper every time you use it. We ran more than 400 campaigns through it before today. The ones that used to take a team three weeks now finish in a few hours. For the last two years, "using AI" has meant juggling 14 different tools. One for research, one for copy, one for images, one for video, one for scheduling, one for analytics. Marketers stopped being creators and became orchestrators of software. That's the part we wanted to fix. We've been obsessed with one thing since day one: compressing the distance between an idea and a finished asset, so creators can get back to creating. Supercomputer is the biggest leap we've made on that mission. And we're leading this shift in entertainment and social media first, because those are the two industries where speed, volume, and creative quality decide who wins. Within the next 18 months, most of the marketing stack people are paying for today will be gone. Replaced by systems that just do the work. We've been heads down on this for a long time. Today it's out. Big credit to the team. Try Higgsfield Supercomputer - link in the comments.
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Antoine Blondeau أضاف إعجابًا إلى ذلكAntoine Blondeau أضاف إعجابًا إلى ذلكThis is how far we have come since February when we announced adaption 🔥 Thank you for the support! ✨ Very proud of our adaption research and engineering team. adaption is building intelligence that evolves with the world. We started with adaptive data, and we are now building out our key bets on adaptive intelligence and dynamic interfaces. We believe the most intelligent system will increasingly be one that interacts with the world. We prioritize efficiency, building systems that interact with the world, and learning in real time. We care deeply about product excellence and interface research because that's how we co-design for real-time continuous learning. If this resonates, join us. Don't inherit intelligence, shape it. https://lnkd.in/gHJC-Cvu
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Antoine Blondeau أضاف إعجابًا إلى ذلكזה באמת ככה. לא הגזמתי. יוצא לי לכתוב הרבה על ההתרחבות שלנו בעולם, אבל חשוב להזכיר מה קורה כאן בבית. בישראל, כמעט אין בית חולים שלא משתמש באיידוק. מיליוני סריקות כבר עברו דרך המערכות שלנו בארץ. ולא רק בבתי חולים, בכל מקום. אנחנו מותקנים גם בקהילה דרך קופות החולים. ועוד מילה על מערכת הבריאות שלנו: היא ידועה כמצוינת בסטנדרט עולמי, אבל היא הרבה מעבר לזה. היא אחת החדשניות בעולם באימוץ AI ובכלל. תודה לרשת "עושים היסטוריה" ולכללית חדשנות על שיחה מרתקת. Making History Podcasts Network | רשת פודקאסטים עושים היסטוריה Clalit Innovation Sivan VardiAntoine Blondeau أضاف إعجابًا إلى ذلك“I actually track which hospitals have more AI models, so if I ever have a problem, I’ll know where to go.” That sentence says it all. In our latest Clalit Innovation Podcast episode, we hosted Tamar Lin (VP Product) and Idan Bassuk (Chief R&D Officer) from Aidoc for a fascinating conversation on how AI is already reshaping hospital care through medical imaging. From helping radiologists detect urgent findings in CT and X-rays, to prioritizing patients in busy ERs and acting as a safety net against missed findings, this is AI meeting real clinical need. We also explore the shift from single-use algorithms to medical foundation models, why hospitals are moving from standalone tools to integrated platforms, and how teams balance innovation, regulation, and patient safety. A must-listen for anyone curious about how the future of healthcare actually looks, and already feels, today. Listen via the link in the first comment. #newpodcastepisode #episodealert #healthcare #innovation #healthcareinnovation #AI #AIinhealth #thefutureofhealthcare
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Antoine Blondeau أضاف إعجابًا إلى ذلكAntoine Blondeau أضاف إعجابًا إلى ذلكFor the last week we launched 3 tools for businesses to run their marketing with AI agents. Hooks by Marketing Studio, Ad Reference, and DTC Ads, all live on Higgsfield. Gartner forecasts that by the end of 2026, 40% of enterprise applications will integrate task-specific AI agents, up from less than 5% a year ago. In marketing, that means the team's job becomes briefing the agent, setting the brand rails, and choosing what to ship. Production and most of the iteration move to the agent. Higgsfield is built around that flow. Plug it through our MCP into Claude, Hermes, OpenClaw, and other AI agents, and it reads what is performing in market, rebuilds it inside your brand, and ships product-driven creative right in the chat. Hooks, Ad Reference, and DTC Ads work as one stack inside that loop. Fortune 500 brands are already building their agentic marketing flows on Higgsfield, and the B2B side is the fastest-growing part of our business this year. More is coming!
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Antoine Blondeau أضاف إعجابًا إلى ذلكAntoine Blondeau أضاف إعجابًا إلى ذلكAt FlexAI, we’ve quietly built a team that never sleeps. Over the past few months, we’ve been running specialized AI agents across our internal workspace powered by open-source models on our Token Service Platform. No API lock-in. Full-stack ownership. A few members of the team: Closer: handles outreach and follow-ups in BizDev. Storyteller: helps shape GTM messaging and campaigns. Builder: assists engineering with code and architecture. Analyst: supports our ML teams with research and benchmarks. Watchman: monitors infrastructure and triages alerts in real time. These agents are connected directly into tools like Linear, Notion, GitHub, and HubSpot, handling real work inside the company every day. The biggest surprise? Open-source models are absolutely ready for this. We’re not renting intelligence. We’re building a workforce. If you’re exploring how to deploy AI agents inside your own workspace on your terms, let’s talk.
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Antoine Blondeau أضاف إعجابًا إلى ذلكAntoine Blondeau أضاف إعجابًا إلى ذلكToday, we're introducing AutoScientist. Model training and alignment are among the most powerful ways to shape AI, and among the hardest to get right. Most attempts fail for the same reasons: datasets that are too small or too noisy, training signals that conflict, and techniques that only exist inside frontier labs. AutoScientist automates the full research loop. Data and training recipes are co-optimized, iterating until the model converges on the behavior you describe. A solo developer. A small business owner. A researcher working on a language the big models have never heard of. The domain expertise stays human. The frontier research is handled automatically. This is what it looks like to own frontier AI. Read the full announcement: https://lnkd.in/eb8g6Kt8
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التوصيات المستلمة
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استكشاف مزيد من المنشورات
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Matt Ober
Cboe Global Markets is rolling out an innovative approach to prediction markets. "Today's event contracts only offer two binary outcomes: "yes or no," "all or nothing." Cboe's prediction markets will introduce a third dimension – a new middle ground – enabling customers to engage with defined risk, while gaining the opportunity to earn a partial payout when they are directionally correct, even if the result is not precisely on their target." Polymarket & Kalshi have sprinted to integrate and become part of all retail trading apps and media. The large exchanges are coming and likely bringing a lot of liquidity and ultimately institutional traders.
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David Palumbo
The numbers are in. And they should change how you think about capital allocation. US hyperscalers have committed to spending between $660 billion and $690 billion on #AI #infrastructure in 2026 alone — nearly doubling 2025 levels. Amazon at ~$200B. Alphabet Inc. at $175-185B. Meta at $115-135B. Microsoft tracking $120B+. Oracle at $50B. But here's what most commentators are missing: the story isn't about Big Tech's capex budgets. It's about who finances the physical layer when demand outstrips supply. Microsoft has disclosed an $80 billion backlog of Azure orders it cannot fulfil due to power constraints. Every hyperscaler reports being supply-constrained, not demand-constrained. That means the bottleneck isn't algorithms — it's atoms. Power. Land. Cooling. Connectivity. And that's where the capital architecture gets interesting. Abu Dhabi's MGX — backed by Mubadala and chaired by Sheikh Tahnoun bin Zayed — is quietly becoming one of the most consequential infrastructure investors on the planet. $7 billion committed to #Stargate. A $40 billion acquisition of Aligned Data Centers with BlackRock. Europe's largest AI campus breaking ground near Paris in 2026 at 1.4 gigawatts. And now in talks for hundreds of millions into Anthropic's $20 billion round. This isn't passive LP capital. This is #sovereign infrastructure principal capital — deployed with generational time horizons that traditional #PE simply cannot match. The question every investor and entrepreneur in my network should be asking: when the hyperscalers are capacity-constrained, who builds the next gigawatt? The answer is increasingly sovereign wealth vehicles and patient capital structures that didn't exist five years ago. The AI race is no longer won in the lab. It's won on the grid. https://lnkd.in/d_ChJnYw https://lnkd.in/dZwQJsSs #AIInfrastructure #SovereignWealth #CapitalAllocation #DataCenters #MGX #Stargate #EmergingMarkets #InvestmentStrategy #CleanTech #EnergyTransition #PrivateCapital #FrontierMarkets #AI #InfrastructureInvestment #GulfCapital
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Genia Xasis, PhD
Emerging VCs Promise Big Returns—But Can Family Offices Afford the Risk❓ • Family offices in MENA are increasingly turning to emerging VC managers (first/second funds) for specialized strategies and potential outperformance. • Yet the risks are substantial: many first-time funds underperform, with survivorship bias creating a misleading picture of success. • The key isn’t just diversification—it’s evaluating manager quality, alignment, and operational discipline before committing capital. More in our new article with Christopher Aw ➡️ https://lnkd.in/dsBiwikB And also you are welcome to join our webinar where we share the LP perspective ➡️ https://lnkd.in/dkifX5hq
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David Gilford
Private capital is now driving infrastructure buildout at a scale that rivals — and in some cases exceeds — government-led programs. Four US companies alone are expected to invest $650 billion in AI infrastructure in 2026. That shift has real consequences: for grid load, energy affordability, national security, and how cross-border investment gets structured. Next Tuesday, I'm joining the Dentons Smart Cities & Connected Communities Think Tank and the Keystone Policy Center for a virtual roundtable on the implications for investors. We'll be navigating an environment where—to put it mildly—the policy picture hasn't quite caught up with the capital flows. I'm looking forward to the discussion with Michael Considine, Guly Sabahi, and Michael Zolandz, with opening remarks from Christine Scanlan and Clint Vince. Thanks to the Dentons team for inviting PolicyAlpha, especially Linda Willard, Dorinda Graves, and Jennifer Morrissey. If infrastructure finance, AI, energy, or public-private collaboration are on your radar, I hope you'll join us on Tuesday, 3/10 at 11:30am EDT. Registration link in the comments below. #Infrastructure #AI #EnergyTransition #DataSovereignty #SmartCities #PrivateCapital #PolicyAlpha
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Anna S.
As we begin a new chapter at Gingo, we’re excited to share the formation of Gingo Foundation, which ambition is simple, but bold: to replace acceleration with cultivation. By shifting away from short-term, speed-driven acceleration programs, we aim to support innovation that is sustainable, resilient, and grounded in real-world impact — not just demo days or short-term outcomes. This is about building better startups by building better ecosystems 🚀 We’re kicking off this journey with an exciting panel discussion at the 24SIX9, bringing together industry leaders to openly challenge the traditional accelerator model and explore how innovation can truly be built for the long term. If you have ever questioned the accelerator playbook, you definitely want to be part of this conversation🙃
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Kristiina Lumeste
As Chair of the Technology, Innovation & Education Committee at the Middle East Stablecoin Association - MESA, I’m excited to share that we’re kicking off our technical workstream and we’re inviting issuers, builders, security experts, infrastructure providers and strategists to contribute. Our goal is to set clear foundations for the stablecoin ecosystem through three focused initiatives: 🔹 Technical Frameworks - What does it take to issue a stablecoin today? - What’s the tech stack, vendor landscape, and operational architecture? - How do we meet security, scalability, and regulatory-grade resilience? 🔹 Business Model Directory - What models are emerging across CBDCs, MMFs, payment coins, BNPL, and CBDCs? - How are stablecoins being used, monetized, and regulated globally? 🔹 Education Strategy - What do we need to teach - who, when, and how? - From developers to regulators, we need clear, neutral frameworks that support informed adoption. This is a practical working group designed to produce papers and guidance that can be applied across the MENA region. If you’re working on infrastructure, compliance, risk, protocol development, or go-to-market models for stablecoins, we want to hear from you! 📩 Send us an email to join one of the streams or contribute.
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Henry D. Wolfe
Activist Catalysts Ignite Global Payments: Elliott's Stake Signals Strategic Turnaround Global Payments (GPN) has entered a new phase of investor scrutiny after activist hedge fund Elliott Management disclosed a “sizeable” stake in the company, driving its stock up 5.5% in early July 2025. This move comes amid lingering concerns over GPN's $24.2 billion acquisition of Worldpay—a deal that sent its shares to a 10-year low and exposed systemic challenges in post-merger integration. Strategic Leverage Points for Elliott Cost-Cutting Aggressively: The Worldpay deal created redundancies in global operations, technology platforms, and sales teams. Elliott could demand a $500–$750 million annual cost-savings target, similar to its playbook at companies like Sears. Streamlining IT systems and consolidating regional offices could free capital for shareholder returns or growth investments. Non-Core Asset Divestiture: GPN's portfolio includes legacy businesses like payment terminals and merchant acquiring in low-growth regions. Selling these could generate $2–3 billion in proceeds, which could be deployed to repurchase shares or fund high-margin segments like cross-border e-commerce payments or embedded finance platforms. Focus on High-Growth Verticals: The company's $10 billion+ in annual revenue from cross-border transactions and its digital payment API platform represent untapped opportunities. Redirecting resources to these areas—while exiting commoditized markets—could boost margins and valuation multiples. #shareholderactivism #m&a #mergersgondbad #corporategovernance #boardsofdirectors #catalyst https://lnkd.in/gdB8iu72
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Salman Azhar
Geopolitics is choking liquidity and delaying exits. As exits are taking longer, we can benefit by capturing discounts on pre‑IPO secondaries. Azimuth Opportunity Fund helps investors access curated late‑stage, pre‑IPO deals at attractive discounts with clear visibility to liquidity. When IPO windows lag, access to top‑tier pre‑IPO names at a discount becomes your competitive edge. Azimuth partners with LPs, family offices, and HNWIs to source and structure secondary positions that match their risk/return and liquidity needs. Want to learn more? Comment or ask questions. #Geopolitics #PrivateMarkets #PreIPO #VentureCapital
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Simon Taylor
Europe just delivered its largest-ever Series C. London-based nScale — the vertically integrated AI infrastructure platform — has raised $2 billion at a $14.6 billion valuation. Led by Aker ASA and 8090 Industries, with participation from Citadel, Point72 and others, the round will fuel global expansion across Europe, North America and Asia. nScale already holds major hyperscaler contracts (including a landmark agreement with Microsoft) and has a 5.5 gigawatt power pipeline to power the next wave of AI workloads. This is a powerful validation that Europe can compete at the very highest level in capital-intensive AI infrastructure. For private equity sponsors, growth investors and deep-tech scale-ups, the leadership implications are immediate: • Building and scaling global AI data centre platforms at this speed requires exceptional operational, commercial and technical leadership (COO, CFO, CRO, CTO) • Executives who can manage massive capex deployment, hyperscaler relationships, regulatory navigation and rapid international execution are now in extremely high demand • The talent race for leaders who can turn infrastructure vision into reliable, high-margin delivery has never been hotter At HMN Capital, we’re actively supporting several mandates in the AI infrastructure and deep-tech space as investors look to strengthen leadership teams to capture this opportunity. What does a $2bn round like this tell you about the 2026 talent priorities in European AI and infrastructure? DM me or comment below — happy to share anonymised insights from recent searches. #AIInfrastructure #DeepTech #EuropeanTech #PrivateEquity #ExecutiveSearch #Leadership #Scaling #HMNCapital