Ahmed Sarhan

ICT industry executive. Economist/Engineer
Tweets on #Economy #Politics #Science #Tech #Sports

[Gregg Carlstrom @glcarlstrom]

Listen I think it's entirely plausible that Trump said this to Netanyahu. It's almost a rite of passage for every American president since Clinton

But one thing we should remember from the Biden years is that the "POTUS swore at Netanyahu" news cycle is often followed, some days or weeks later, by Netanyahu finding a way to continue doing the thing that prompted the call in the first place https://t.co/w3Jyn0sAFl

[dr. Marina @mmeeuw]

“Zonder mijn hulp had je nu in de gevangenis gezeten. Ik heb je uit de brand geholpen en iedereen haat je nu. Iedereen haat Israël hierom", zou Trump volgens een bron hebben gezegd.”

[Ahmed Sarhan @Sarhan_]

Analytical thinking, creativity, resilience, and adaptability are becoming some of the most important capabilities for long-term growth and competitiveness.
Ivesting in "brain capital" may become one of the defining advantages of the Al era:
@McKinsey

[Khairallah AL-Awady @eng_khairallah1]

INSTEAD OF WATCHING AN HOUR OF NETFLIX TONIGHT.

This 60-minute Cambridge lecture by Demis Hassabis will teach you more about the future of AI than most people will learn in the next 5 years.

Bookmark it and give it an hour, no matter what.

[Ahmed Sarhan @Sarhan_]

@McKinsey @McKinsey's report in one sentence:
"The next decade's largest companies are likely being built today in industries that still look too small, too risky, or too early."
https://t.co/7kDAM2EK7p

[Ahmed Sarhan @Sarhan_]

What could be the next trillion-dollar industries?
Building on their research into the 12 arenas of future growth, @McKinsey identified 18 emerging industries showing early signs of outsized potential:
https://t.co/7kDAM2EchR

[Ahmed Sarhan @Sarhan_]

@McKinsey The world's most valuable companies are worth 10x more than the leaders they replaced 20 years ago.
Only one company from the 2005 top 10 is still there today.
The next wave of winners is already emerging.
Most incumbents won't make the cut.

[Andrew Benson @AndrewBenson]

SpaceX millionaires 4,000 x $1mil , 400 x $100 mil

Every employee who joined before the first succesful launch made (unless they sold early) more than $100 million.

SpaceX lists June 12 at ~$1.75T.

Work backward from the cap table. At $1.75T, clearing $100M takes ~0.0057% of the company.

- 2002–2008, first ~500 in: joined at a ~$50M company. Held to $1.75T = a 17,000x. The core of the club — maybe 150–250 left holding

- September 2008, SpaceX has first successful launch

- 2010–2016: joined at $1B–$10B. Needs a senior grant — directors, principal engineers, early Starlink. ~100–200

- C-suite + board: Shotwell, Johnsen past $1B. A layer of SVPs below them clears $100M on equity, not salary. ~20–40

- Post-2016: joined at $20B–$350B. To hit $100M you'd have needed ~0.4% of the company. Impossible for an employee. This is the millionaire tier — almost none reach $100M

The tally:
~400–500 at $100M+
A few dozen above $500M
A handful of billionaires past Musk

Same building. Same mission. Two orders of magnitude apart — set entirely by what year you walked in.

Early isn't a strategy. It's a date stamp.

[Bloomberg @business]

Egypt will carry out its first comprehensive aerial mining survey in more than four decades, part of efforts to unlock mineral discoveries and attract foreign investment. https://t.co/HtrCvmfv6P

[Ahmed Sarhan @Sarhan_]

AI may already be reshaping graduate outcomes. Analysis of 10 years of graduate survey data found fields with higher AI exposure saw noticeably worse labor market outcomes after LLMs arrived

via @TheEconomist

[Ahmed Sarhan @Sarhan_]

@deedydas Interesting perspective, but feels more like a repeat of an old story than a new AI phenomenon. Finance had hedge fund stars, healthcare had huge surgeon vs nurse gaps, and tech had early employees.. The difference today may be speed and visibility, not the existence of winners

[Ahmed Sarhan @Sarhan_]

The central debate on Wall Street is starting to sound something like this: Bears sav, "It's starting to look like 1999 - sell tech stocks." while bulls counter, "It's starting to look like 1999 - buy tech."

@CNBC explains how today's market compares to 1999.

[Ahmed Sarhan @Sarhan_]

Interesting times !!

Source @CNBC

[Ahmed Sarhan @Sarhan_]

And finally, yhe @IEA estimates AI could reduce global energy demand by an amount equal to Indonesia’s total energy consumption by 2035.

AI is both an energy challenge and an efficiency opportunity.

[Ahmed Sarhan @Sarhan_]

A single advanced AI server rack may soon consume as much electricity as 65 households.

AI data centers increased electricity consumption by 50% in just one year.
Not 50% in a decade. One year.

AI is becoming an industrial-scale energy consumer.

[Ahmed Sarhan @Sarhan_]

The tech sector signed PPAs covering roughly 7 GW of existing nuclear capacity.

Conditional power agreements for Small Modular Reactors jumped from 25 GW to 45 GW in one year.

Big Tech is becoming a major catalyst for next-generation nuclear.