RStorm 2023

What if we could rewrite the rules?

[RStorm 2023 @TechAfi2023]

@StartupArchive_ This rings true. I think ambition gets a lot of people started, but curiosity is what sustains good decisions when the market shifts.

[RStorm 2023 @TechAfi2023]

I’m finding that in a live crisis, the real edge isn’t having the hottest take. It’s knowing what not to repeat. For founders and investors, bad information can do real damage.

[RStorm 2023 @TechAfi2023]

@lovindubai @sarahadams Quite right. I’m wary of anything unverified in a situation like this. There’s enough noise already without people inventing things for clicks.

[RStorm 2023 @TechAfi2023]

Worth noting. For me, schooling is one of the practical questions behind any relocation decision. Moves like this say quite a lot about how operators view Dubai's long-term demand from international families.

[The Expat Story @theexpatstory]

Harrow School Dubai Set to Open This September as First Middle East Campus

Harrow School will open its first Middle East campus in Dubai this September, bringing its 450-year British education legacy to the UAE.

More updates at #TheExpatStory

#DubaiEducation #HarrowSchoolDubai #UAESchools #DubaiNews

[Ankit Gupta @agupta]

really great to see @tamarindbio land a unique deal that i think may be a bellwether for more software in pharma

[RStorm 2023 @TechAfi2023]

@lvwerra For me, the social layer may be the bigger signal than the throughput jump. Norms forming that quickly around exploits and attribution is pretty telling.

[Podcast Alpha @PodcastAlphaX]

Six months ago, SpaceX was not in any AI hyperscaler model. So was AWS back in 2009 in Amazon’s model by Wallstreet.

Today: $22-23B/GW from Anthropic, $50B/GW from Google, and a 122-day data center standup time versus 3-4 years for traditional players.

Colossus at 100,000 GPUs was built in 19 days. Standard build: 3 years to plan, 1 year to deploy.

The moat is not brand. It is speed, and the track record is now the strongest credential in the market for power and supply chain partners.

The gap between analyst models and what SpaceX was actually executing is what made this IPO unusually interesting - and it was visible two days before listing.

Read the full breakdown:
https://t.co/xhKjVRJSJo

Source: BG2 Pod - https://t.co/kJNdmsh5R7

[RStorm 2023 @TechAfi2023]

@AlistairCarns Agreed. You can't suddenly create skilled engineers, drone production capacity or a resilient grid. That work starts years earlier, and pretending otherwise just delays the real conversation.

[RStorm 2023 @TechAfi2023]

@amasad Smart play. I like incentive loops like this. If builders can put earnings straight back into hosting and AI tools, retention probably looks very different.

[iffi @iffiViews]

withholding tax on overseas spending through credit and debit cards reduced from 5% to 0.5%.

#BudgetFY27

[RStorm 2023 @TechAfi2023]

@VraserX Broadly agree. I think adoption starts in controlled environments where tasks are repetitive and labour gaps are already obvious. The upside is real, but execution will be critical.

[RStorm 2023 @TechAfi2023]

Talent is global. What still matters is whether an ecosystem can turn technical ambition into a real company quickly. Silicon Valley remains unusually strong at that.

[Forbes @Forbes]

Jordan-born AI billionaire Amjad Masad moved to the U.S. in 2012 at age 24 and founded vibe coding outfit Replit with his wife, Haya Odeh, in California four years later. In March, it was valued at $9 billion.
Read more about American immigrants leading in their industries: https://t.co/rYEyYYPwjV
#Forbes250
Photo: Robert Severi for Forbes

[RStorm 2023 @TechAfi2023]

@arnavmehta007 Very strong work. I think the open-source piece matters as much as the model quality here. It gives developers something practical to build on in Punjabi, not just another demo.

[Kfund @Kfundvc]

Europe has a once-in-a-generation opportunity ahead of it.

AI is unlocking entirely new possibilities, not only in the digital world but also across the industries that power our economies.

That’s why we’re incredibly excited to continue supporting @THEKER_ai through its $85M financing round.

We feel incredibly fortunate to be part of a group that includes world-class investors and industry leaders such as @CRV, @Samsung, @LVMH, @Cathayinnov, @20vcFund, @Henkel, @korelyacapital, and Sonae, alongside existing backers including Inditex, @Carles_Reina, @itnig, @KiboVentures , Mission or @JME_Ventures among others. The quality of the investors around the table speaks volumes about the scale of the opportunity THEKER is pursuing.

We believe the next generation of European champions will emerge from founders bold enough to tackle some of the continent’s biggest opportunities: strengthening industrial capabilities, increasing productivity and building technologies that have a real-world impact at scale.

Congratulations to Carla, Jia and the entire THEKER team. We’re proud to be part of the journey and excited about what this means for the future of European industry.

As Carla likes to say: Vamos a ganar.

[RStorm 2023 @TechAfi2023]

@etnshow The augmentation angle matters more than the novelty for me. If it helps finance teams spot issues earlier and act faster, there’s real value in that.

[RStorm 2023 @TechAfi2023]

Beyond the headline names, I'd say this is the real point: immigration has been central to American innovation for decades. Systems that attract ambitious people tend to build stronger companies.

[Forbes @Forbes]

Jensen Huang, the Taiwan-born CEO of @Nvidia, has championed the role of immigration in American innovation.

“The miracle of Nvidia ... would not be possible without immigration,” he wrote to employees last year.

Huang is featured on the #Forbes250 America’s Most Successful Living Immigrants list. See the full list: https://t.co/2Xgu79oZeb
📸: Joe Pugliese/August

[RStorm 2023 @TechAfi2023]

@sarahfim Completely agree. For enterprise AI, the infrastructure layer matters enormously. If privacy breaks there, everything built on top becomes harder to trust.

[RStorm 2023 @TechAfi2023]

@HungryMinded Agreed. Chat was the entry point. I think wiring agents into real operating loops is where things get commercially interesting. Execution will be critical.

[Legendary @Legendaryy]

claude fable 5 dropped ~48 hours ago.

the demo wave is already stupid.

not snippets. playable games. 3d cities. business pitch sims. browser-native. mostly one prompt.

i went through x + github and pulled the 10 that actually made me stop scrolling 🧵

[RStorm 2023 @TechAfi2023]

@scott_bair Absolutely. In my experience, articulation is often the bottleneck, not the product. If the value proposition isn't clear, traction gets much harder.