Ali Nasser

Following the money behind AI, frontier tech & venture capital.

[Ali Nasser @_alithegreat_]

Traditional software can scale with relatively little capital.

Frontier AI may need huge #funding, compute and infrastructure just to compete.

Is capital efficiency becoming less important—or will only a handful of companies be able to play?

#VentureCapital

[Ali Nasser @_alithegreat_]

$4.3B in AI infrastructure. $825M in energy and climate.

AI's next bottleneck may not be the models. It may be the physical infrastructure required to run them.

More AI means more compute. More compute means more power.

Where would you invest?

#AI #VentureCapital

[Ali Nasser @_alithegreat_]

AI isn't just chatbots.

Vinci reportedly raised $250M at a $1.5B valuation for AI focused on hardware engineering.

If #AI changes how physical products are designed—not just how text is written—the next valuable AI companies may look very different.

[Ali Nasser @_alithegreat_]

#Quantum isn't one investment thesis. It's several: neutral atoms, control systems, error correction, software and infrastructure.

Oratomic's reported $475M Series B shows the scale of ambition.

But funding doesn't tell us which technical approach will win.

[Ali Nasser @_alithegreat_]

#AI valuations are pricing in enormous expectations.

But what if compute gets cheaper, models become interchangeable, or revenue grows slower than expected?

The bull case is exciting. The downside deserves the same attention.

#VentureCapital

[Ali Nasser @_alithegreat_]

AI has a power problem—not just computing power, but electricity.

As data centers expand, the opportunity reaches into #energy delivery and infrastructure.

The next AI bottleneck may not be smarter models. It may be getting enough power to run them.

#AI

[Ali Nasser @_alithegreat_]

The 3 biggest deals made up roughly 67% of the $8.06B in disclosed funding in this week's data.

Capital is concentrating in a handful of enormous bets.

Are investors backing future category leaders—or pricing in success before it's proven?

#VentureCapital

[Ali Nasser @_alithegreat_]

Quantum is attracting serious capital, not just scientific curiosity.

Oratomic reportedly #raised $475M in a Series B. Universal Quantum has raised over $100M.

#Funding signals ambition. It doesn't tell us which architecture will win—or when useful systems will arrive.

[Ali Nasser @_alithegreat_]

TypeSafe AI reportedly raised $870M in a Series A at a $7.5B valuation.

Its Jev model focuses on calibrated decisions, not conventional text generation.

Could specialized #AI become essential software infrastructure—or will the valuation be hard to justify?

[Ali Nasser @_alithegreat_]

Everyone wants to find the next winning AI model.

But who gets paid when every model needs compute, power and data centers?

In a gold rush, the picks-and-shovels businesses can matter just as much as the miners.

#AI

[Ali Nasser @_alithegreat_]

Would you rather invest in a frontier AI model—or #infrastructure used by many AI companies?

Models can capture huge value. Infrastructure can serve multiple winners, but needs massive upfront capital.

Which would you own for 10 years?

#AI

[Ali Nasser @_alithegreat_]

Lambda is reportedly seeking up to $4B ahead of a planned 2027 IPO.

That's more than a funding headline. It's a test of investor appetite for AI infrastructure companies—and the enormous capital they require.

#AI

[Ali Nasser @_alithegreat_]

AI's biggest opportunity may not be the models.

It may be the infrastructure behind them: compute, chips, power, cooling and data centers.

The question isn't only who builds the smartest #AI.

It's who gets paid every time AI scales.

#VentureCapital

[Ali Nasser @_alithegreat_]

The meta-point:

Most valuation objections are smoke screens for "I haven't fully decided."

The founders who understands this run completely different conversations than the one who starts pulling up their DCF model.

One closes rounds. The other closes doors.

[Ali Nasser @_alithegreat_]

The absolute line youncan't cross:

Don't reduce your valuation in the live conversation.

The moment you move. The price was fictional.

Every investor after that will extract the same discount.

Structural alternatives only. The headline never moves.