Edoardo Grigione

I’m a strategic advisor with 25+ years of experience across hedge funds, private equity, venture capital, and international capital raising.

[CNBC @CNBC]

Two years ago, Leopold Aschenbrenner argued he was one of few people in the world who saw the future clearly.

In a sprawling, 165-page essay that became required reading in Silicon Valley, the former OpenAI researcher positioned himself as a kind of prophet for the coming age of artificial super intelligence.

But this week, the limits of Aschenbrenner’s vision were on display when the AI-themed hedge fund he runs — named Situational Awareness, also the title of his viral June 2024 manifesto — ran into the harsh reality of tumbling semiconductor stocks and Wall Street margin calls.

Full story: https://t.co/klLULuU9j1

[Edoardo Grigione @EGrigione]

@Max_Vitale_ @mauropili @Laurastacksats @Rikki6ixx @Jonesilvia @ugosorbara @btcintheclub

[Edoardo Grigione @EGrigione]

My AI team's vibe: silent, productive, unsettling. https://t.co/J8mik6FE6w

Thank you Stan ! and Thank you @marblismAI

[Edoardo Grigione @EGrigione]

Sell your Bitcoin and go away!

[kuno @kunoo]

Crypto explained in 24 seconds.

[Edoardo Grigione @EGrigione]

Apollo and Blackstone's $35B deal for Anthropic proves that AI infrastructure has officially moved from venture experiment to industrial utility.

Private credit is now the architect of the frontier.

Software as a Shield.

#MarketSignals

[Edoardo Grigione @EGrigione]

Building the bridge between APAC mandates and global capital isn't about 'who you know' anymore. It's about 'how you process what is known.' Scaling the RAISE network in Singapore and Tokyo by scoring every relationship. No more manual entry.

[Edoardo Grigione @EGrigione]

Data drop: SpaceX raised $75B with a $41.3B accumulated deficit. Google is renting xAI compute for $920M/mo. Anthropic is at a $965B valuation. We are witnessing the total industrialization of private capital. Infrastructure is the new moat.

[Edoardo Grigione @EGrigione]

The SpaceX IPO ($135/sh) isn't a space play. It’s an infrastructure play. At $1.77T valuation and a $4.9B net loss, the market isn't buying cash flow; it’s buying the AI/Starlink engine. Industrial-scale intelligence is the only alpha left. $SPCX

[Edoardo Grigione @EGrigione]

Anthropic’s $965B valuation proves the utility phase has begun. Markets are rewarding the infrastructure layer over the app layer. Capital flows toward the engines, not the interfaces. The era of wrapper-driven valuation is over. Infrastructure is the only alpha.

[Edoardo Grigione @EGrigione]

Multiple expansion is dead. Bain’s Midyear Report confirms GPs need 12% annual EBITDA growth to hit target IRRs. If you are still relying on market momentum instead of operational intelligence, you are out of the game. Capital intelligence is the only edge left.

[Edoardo Grigione @EGrigione]

Average fund closes hit 11.5 months per SS&C/PitchBook. LPs are now auditing your tech stack as part of DD. If you are running a $500M raise on legacy spreadsheets, you are a liability. Strategic fundraising requires institutional-grade capital intelligence.

[Edoardo Grigione @EGrigione]

LPs are finally waking up: broad exposure is just expensive beta. Specialists are winning because they have the data to prove their moat. If your fundraising OS is still a Rolodex, you are essentially a generalist with a slower timeline. @trengriffin

[Edoardo Grigione @EGrigione]

@BainAlerts 12% EBITDA growth is a fantasy for generalist GPs using manual tools. It is a tax on inefficiency. If you aren't using industrial-scale AI to find those margins, you are just waiting for a margin call. Capital Intelligence is no longer optional.

[Edoardo Grigione @EGrigione]

The moat has changed.

The $132B delta in SpaceX revenue projections between GS and MS proves that cash flow is secondary to infrastructure.

In private markets, your network IS your infrastructure. It must be scored, predicted, and automated.

4/5

[Edoardo Grigione @EGrigione]

The speed has changed.

Fund closes hit a median of 11.5 months. LPs are moving faster but auditing harder.

They aren't just looking at your track record; they’re auditing your tech stack. A spreadsheet is no longer "lean"; it's a liability.

3/5

[Edoardo Grigione @EGrigione]

The Rolodex Era of private equity is officially over.

Lazard buying Campbell Lutyens and Anthropic’s $965B valuation are signals of the same shift: the industrialization of private capital.

If you aren't building an engine, you're building a relic.

1/5

[Edoardo Grigione @EGrigione]

Success is no longer about who you know. It’s about what you know about what you know.

RAISE is the operating system for this new era. We trade the manual Rolodex for an intelligence engine.

Stop praying for intros. Start measuring relationships.

5/5 #RAISEplatform

[Edoardo Grigione @EGrigione]

The math has changed.

Bain data shows a 12% EBITDA hurdle for value creation in today’s market. That’s double the traditional requirement.

Passive growth is dead. You now have to manufacture margin through operational intelligence.

2/5

[Edoardo Grigione @EGrigione]

@PitchBook The 4.8 AIBQ rating proves first-mover status is turning into legacy faster than ever. When valuation decouples from business quality this hard, the S-1 will be a bloodbath. Private capital needs better underwriting. Capital intelligence is the only hedge.