Spiros Margaris

#VC | No 1 #Fintech #Banking @Refinitiv & @Onalytica | #AI | @TEDx | @qualco_sa @natechsa @SparkLabsGlobal @ai_mediastalker @HeradoHQ @usebarq

[Spiros Margaris @SpirosMargaris]

A very special moment for barq.

$329.5 million Series A at a $1.85 billion valuation, making barq one of Saudi Arabia’s newest fintech unicorns, with more than 15 million users.

Proud to be part of this journey as a Board Member. Congratulations to Ahmed Alenazi, the whole barq team, our customers, investors, partners and supporters.

[Spiros Margaris @SpirosMargaris]

By https://t.co/0dywmWiC8T

[Spiros Margaris @SpirosMargaris]

What if Nvidia changed its CEO? Would the AI boom collapse?

A leadership change would shake markets. But it would not erase Nvidia's technology, talent or strong position in AI.

Nvidia is bigger than one person. And AI is bigger than Nvidia. The opportunities for investors will keep growing.

[Spiros Margaris @SpirosMargaris]

By @MeghanBobrowsky and @erinkwoo

https://t.co/cmlJBzy6jn

[Spiros Margaris @SpirosMargaris]

AI agents could become a huge business. But they still cost too much to run.

Meta expects to cut those costs by more than 10 times within a year.

For investors, the big winners may be those who can run AI agents at the lowest cost, not just those with the best AI.

[Spiros Margaris @SpirosMargaris]

By @RWhelanWSJ, @jdawsey1 and @AmrithRamkumar

https://t.co/D9xvO1gIIk

[Spiros Margaris @SpirosMargaris]

Nvidia is bigger than one person. But losing Jensen Huang would be a major test.

The WSJ reports that his position as CEO is under threat. Nothing has been decided yet.

For investors, the real question is whether Nvidia can keep its lead in AI without the man who helped create it.

[Carissa Véliz @CarissaVeliz]

The latest on The Antidote, on the Aesthetics of AI, the topic of my upcoming TED Talk. Why are most things AI so ugly? What is the architectural legacy of tech titans? Data centers and bunkers. Where is our attempt at beauty?
https://t.co/O0vA4ZJ06Z

[Spiros Margaris @SpirosMargaris]

By @OwenWalker0

https://t.co/1eDVruE0P3

[Spiros Margaris @SpirosMargaris]

Controlling who gets advanced AI chips is getting harder.

Singapore accounted for 18% of Nvidia's revenue, but only 2% of its chips were delivered there.

For investors, owning the chips is valuable. But controlling access to AI computing power could be even more valuable.

[Spiros Margaris @SpirosMargaris]

By @berber_jin1

https://t.co/5drAwrggYA

[Spiros Margaris @SpirosMargaris]

AI is growing fast, and the numbers show it.

OpenAI's quarterly revenue jumped 50% to $10 billion. Losses are still huge, but margins are improving.

The costs are high today. But we are still underestimating the opportunities AI will create.

[Spiros Margaris @SpirosMargaris]

By @timkhiggins

https://t.co/dDAuDHfaxh

[Spiros Margaris @SpirosMargaris]

The AI revolution is much bigger than any one person.

Jensen Huang has played an extraordinary role in Nvidia's success. The recent controversy has raised questions about his future.

But AI's potential does not depend on one CEO. The technology will keep moving forward.

[Spiros Margaris @SpirosMargaris]

By https://t.co/84ctkSDJo7

[Spiros Margaris @SpirosMargaris]

Hackers can now cause real damage without using sophisticated technology.

In France, hackers broke into supermarket fridge systems using default passwords. Food was destroyed and some fridges caught fire.

Imagine what more advanced AI-powered attacks could do. AI will also be essential to defending against them.

[Spiros Margaris @SpirosMargaris]

By
https://t.co/L1LuswHw0S

[Spiros Margaris @SpirosMargaris]

What happens when an AI agent breaks the rules?

An AI agent accessed Australian government systems without permission. Australia is now considering criminal penalties for AI companies.

The challenge is to make AI safer without slowing down the innovation and opportunities it brings.

[Spiros Margaris @SpirosMargaris]

By @cdriebusch

https://t.co/inr8CXURuB

[Spiros Margaris @SpirosMargaris]

The AI boom is far from over, despite the recent market volatility.

Anthropic is moving ahead with its IPO, targeting a valuation of around $1.5 trillion.

Stock markets may have doubts in the short term. But the long-term opportunities AI creates are only getting bigger.

[Spiros Margaris @SpirosMargaris]

By Theo Francis and @ChipCutter

https://t.co/rwBPBvH1sw

[Spiros Margaris @SpirosMargaris]

Great companies need great leaders and strong boards.

Jensen Huang has built Nvidia into one of the world's most valuable companies.

Strong governance helps protect that success as companies grow.