Andy Beard

CEO/Founder @bibbaidata - AI Data Sovereignty Rails
Ex-Product Uqast (creator economy)
SEO/Online Marketing OG
0-1 @techlandgames Bizdev/Marketing
Almathera PL

[Andy Beard @AndyBeard]

I am probably the world's worst ninja offline - being a totally stealth tech startup would be boring.

I am not building in public

Didn't want to waste this WiP graphic

Whilst it might seem I am somehow competing with someone/something else, I am not.

Goal:

100% synergistic (blue-pill for the dead wood)
100% non-consensus
30% tech (1% actual AI)
95% chance of tech success
20%+ chance of biz/dev success

200% Sovereignty
200% Resilience
300% European (go @euinc_petition )
1000% biz dev

Chance of return (0% - mythical)

At least 4 very strong moats, ignoring patents, VC kingmaking

Working on it part time - hopefully can save my future employees from being deported from Germany. (see below)

Plans... maybe incubate or seed or EiR. Needs to be founded in the UK, dev teams in DE & PL - maybe UK
No plans for an accelerator

About the image:-
Maintaining multiple feature points on an Nano Banana infographic is really hard. Creating something with ~40 logos without them repeating took a while with only a tiny minor edit. Lots of refreshes

I didn't want to waste this one after failed attempts at a good aspect ratio for LinkedIn. Looks like I will have to try the PNG cheat option.

Prompt:
Create a Linkedin Header

1400 x 350 pixels, using a JPG or PNG format, with a max file size of 8MB

**System Role & Mandate:** You are a Precision Image Synthesis Engine. Your objective is to maximize physically plausible detail without abstraction or artifacts. Resolve structure first, then texture. Ensure correct subject geometry, consistent lighting, material identity (roughness/metalness), and realistic edge physics (contact shadows). Do not fake detail with blur or noise. All text must be legible and correctly spelled.

**Macro Scene Composition:** An isometric view of a complex data ecosystem set against a cosmic nebula and desert background (as defined in the background prompt). Five distinct floating island clusters surround a central control hub, all connected to the central hub by very thin glowing data flow pipes. 
The islands are also connected in a looping circuit by thicker pipes of pink and sandy orange to signify a large data connection.

The overall title "HE WHO CONTROLS THE DATA, CONTROLS THE AI MULTIVERSE" is at the top. Use a single line 70% of the width, centered. No carriage returns or line feeds. The font should be no more than 9% of total height

**Central Control Hub (Center):** A highly polished, circular metallic floating platform. In the exact center, render the specific "https://t.co/FMOepNLkm2" logo from image_0.png: a dark blue padlock body integrated with a faucet head sticking out to the right, from which a single dark blue drop is falling. Directly below this logo, in clean, glowing blue sans-serif text, is the label: "https://t.co/FMOepNLkm2 CONTROL HUB". No other text or objects (like keys) are present on this hub.

**Data Connectivity:** Thick, translucent pipes glowing with cyan and purple light connect each of the five surrounding islands directly to the central hub. Inside the pipes, clear, illuminated arrow icons indicate the unidirectional flow of data *towards* the central https://t.co/FMOepNLkm2 hub.

**Island 1: Cluster of Startups (Top Left):** A vibrant, grassy island with distinct, smaller modern buildings. A section is enclosed by stone castle walls containing three buildings with the logos for **Notion**, **Miro** and **Airtable**. Outside the walls are distinct buildings with the clear logos on their facades/roofs for media workflow AI: **Midjourney, Stability AI, Runway, Pika, ElevenLabs, Suno, https://t.co/a5TvfHyFfs, https://t.co/LW9TXcoZIY, synthesia, veed, Invideo, Scenario, Freepik, **. No text labels on buildings, only logos.
* *Cluster Label:* A floating blue text banner above the island reads: "CLUSTER OF STARTUPS".

**Island 2: Cluster of Frontier AI Models (Top Right):** A futuristic, high-tech island with polished metal and glass architecture. It contains exactly five prominent, advanced research facility structures. Each building prominently features one distinct logo: **OpenAI, Google (Gemini logo), Anthropic, Meta AI, xAI**. These buildings look like cutting-edge data labs.
* *Cluster Label:* A floating blue text banner above the island reads: "CLUSTER OF FRONTIER AI MODELS".

**Island 3: Cluster of Behemoths (Mid Right):** A solid, imposing island built on bedrock foundations. It features four massive, distinct corporate skyscrapers, dominating the space. Each tower is dedicated to one company with its large, legible logo: **Adobe, Salesforce, SAP, Oracle**.
* *Cluster Label:* A floating blue text banner above the island reads: "CLUSTER OF BEHEMOTHS".

**Island 4: Cluster of Cloud Storage (Bottom Right):** An island with a cloud-like base supporting a dense density of much smaller, uniform data center buildings to maximize capacity. Each building features a clear logo representing major providers: **AWS, Google Drive, Microsoft OneDrive, Apple (iCloud logo), Dropbox, Box, Wasabi, Backblaze, Cloudflare**. You can also include smaller buildings for **Proton, pCloud, Icedrive, Jottacloud,  Cozy Cloud, Nextcloud***
Large logos, no text
* *Cluster Label:* A floating blue text banner above the island reads: "CLUSTER OF CLOUD STORAGE".

**Island 5: Cluster of Offline Storage (Bottom Left):** A rocky, dusty island that looks disconnected and older. It contains NO corporate logos or buildings. It is a chaotic, detailed pile of physical hardware: stacks of naked mechanical hard drives, tower server chassis, piles of CDs and DVDs, various laptops, USB flash drives scattered about, and old CRT televisions displaying static.
* *Cluster Label:* A floating blue text banner above the island reads: "CLUSTER OF OFFLINE STORAGE".

**Rendering Rules:** Ensure physical material properties (metal sheen, stone texture, grass blades, plastic casing) are observable. Lighting is consistent from the cosmic sources. Contact shadows must be present where objects touch the ground. No blurred text or duplicated logos.

[Andy Beard @AndyBeard]

Why do people go skiing in Switzerland instead of Slovenia?

Why do people buy Nike, Chanel, Apple, Microsoft or IBM?

Some of it is brand, but also trust, security, contracts, special enterprise setups & being #1

As long as the OSS models are distilling competition, not innovating, the majority of spend will be elsewhere.

[Andy Beard @AndyBeard]

Member of the {(less|now)} {technical|agentic}{staff|controllers}

[Andreas Klinger 🦾 @andreasklinger]

Before its too late:

Can we as an industry agree that we wont call every role Forward Deployed just because it sounds cooler?

Please. 🙈

[Andy Beard @AndyBeard]

@Trace_Cohen A deleted post apparently had Yipitdata pegging them at $79.5 billion

Most current live claims

https://t.co/KthAAghTeV

[qinbafrank @qinbafrank]

看到有人把Yipit估算的大模型厂商最新ARR数据披露出来：估计截至6月14日Anthropic的运行收入ARR约为620亿美元，较5月底（26 日）估计的约540亿美元以及5月早些时候估计的约470亿美元有所增长

估计截至6月14日OpenAI的运行收入约为390亿至400亿美元（较 5月底26日时的约370亿美元有所增加），年度经常性收入（ARR）加速增长。

YipitData 经常通过他们的大企业支出面板数据（panel data）来独立估算 AI 公司的 ARR 和增长趋势。他们之前也发布过 Anthropic 的估算，5 月早些时候估算约 470 亿美元（与 Anthropic 官方 5 月中旬披露的 $47B 基本一致），准确性较高（过去与官方数字贴合度不错），但仍属于第三方分析。

不一定准确，记录下做个参考。继续等官方数据公告。

因为这是我近期最关心的数据，上周末的推文也聊过，中期两大核心之一就是AI商业化（看大模型ARR和云厂商业绩增）。

这也是月初https://t.co/04H7TlGhWK有聊到的这是当下市场逻辑的最核心基点：“AI商业化已经进入拐点、在快速增长。只有商业化快速增长，那么庞大的资本开始开支就能显得合理、同时整个AI算力产业链上下游才能继续受益。”

所以关键看AI商业化的增速有没有降速。

[Andy Beard @AndyBeard]

@venturetwins @thinkymachines I think @HarryStebbings was looking for something like this

[Andy Beard @AndyBeard]

@jmj When thinking about the pitch living in your head, is it

1. The founder/presentation
2. The opportunity
3. The execution risk

Do you have a different lens between US & UK?

[Andy Beard @AndyBeard]

3 rounds

E.g

500k
4.5m
20m

At normal tempo, the headline might be seed 20m @ 100m valuation

As a blended, same money, same overall equity distribution, with VCs absorbing the risk for higher immediate ownership, you might have a valuation below 80m
Using warrants you could have 25m @ 100m

It isn't meant to be deceptive. More to achieve parity

Otherwise you end up with a hiring penalty as a founder who otherwise gave the same equity away for the same $

[Andy Beard @AndyBeard]

@credistick @arian_ghashghai @bercankilic @YoanIlievX @ZenoInMotion The whole style looks like a peec announcement

Needs more emphasis on comments

[Andy Beard @AndyBeard]

Whilst both Stripe & Paypal both do payments, the reason they both exist is diversity

The sum of their parts might ultimately be worse for SMBs and their customers.

There might be cost savings, improved processes etc, but the combined entity will likely have the same eligibility and fraud protection.
That affects human risk assessment of edge cases, chargebacks/refunds etc

[Peter Mindenhall @PeterMindenhall]

@AndyBeard @elonmusk @jack If it means someone ultimately cleans up PP and its cash grabbing practices it will be a result

[Andy Beard @AndyBeard]

@jason_kint China or Russia

[Andy Beard @AndyBeard]

@Trace_Cohen @HarryStebbings @twentyminutevc @pmarca Likewise

I have listened to every show in the last 2 years, and every show with seed/preseed discussion. My search method was lacking.

[Andy Beard @AndyBeard]

The most entertaining outcome would be @elonmusk doing some kind of competing offer

Or a Paypal / Block merger. I am sure @jack could cut 80% of Paypal wages.

[unusual_whales @unusual_whales]

Payments company Stripe and private equity firm Advent International have made a joint offer to ​acquire PayPal Holdings, $PYPL, for $60.50 per share, per Reuters

[Andy Beard @AndyBeard]

Interesting OpenAI Ads info

[Anthony Higman @AnthonyHigman]

We are running these for our clients as a test. There ARE actual conversions taking place and the costs arent crazy compared to Google. We are testing a bunch of different ways as I think targeting is tied to conversional history as well as what people are typing in or search for.

You can check out your traffic from the platform in analytics this way! There is some good and some wierd traffic. In most accounts we are seeing a wierd pattern with zero time on page and 3 events that is a little sus. We still trying but spending a ton on it right now.

The first few days were really great, but they obviously have incentives to serve ads to get money and no one is certifying the traffic and there is no visability so I get it! But we do have clients that have gotten business from here so far! Some verticals of law are performing much better than others.

https://t.co/DbOGCIrbbj

[Andy Beard @AndyBeard]

@danbarker For 60 years, England has been seeded and good on paper 🙃

[Andy Beard @AndyBeard]

@nikitabier You had clothes?

[Andy Beard @AndyBeard]

Constructing a vote at the last minute for the last session before a Summer break is too strategic for EU politicians.

I bet they used AI, just like people use data to determine the best time to post on X.

https://t.co/WKoe5JCJ1b

[Lyudmyla Kozlovska 🇪🇺🇺🇦 @LyudaKozlovska]

Clarification thanks to @sdeuparlamentet and to make it even more telling:

The vote was on a motion to reject the proposal (!) A majority of MEPs present — 314 to 276 — actually voted to reject Chat Control 1.0.

So it’s being reinstated anyway, because under the emergency second-reading procedure, rejecting it required an absolute majority of 361 — and abstentions and empty seats count in the law’s favour.

The chamber’s majority said no. The @EPPGroup and @EP_President abused an emergency procedure to overrule them. A sad day for EU democracy.

[Andy Beard @AndyBeard]

The EU just gave every hyperscaler & chat provider permission to continue to spy, not just on personal chats, but effectively much of AI communication.

This gives the US Cloud Act more power, not less

It is not just US. Many chat services are also provided by Chinese companies, along with gaming & dating

EU digital sovereignty & privacy being sabotaged using last-minute emergency procedures is a farce

[Matthias Schmidt @eurofounder]

The EU just passed the Chat Control law to scan people’s private online messages

It could have been rejected, but the EU parliament members needed to block it were already on a summer holiday

You cannot possibly get more European than this

[Andy Beard @AndyBeard]

@bearlyai He posted more times in the last hour than in the previous decade.

He hasn't managed 1 post on AR/VR.

It doesn't seem like he has had 100 influencers or integrators using it for 1 month