Dani Cukierman

Co-Founder and managing director iFunds

[XXI @XXIfomo]

BLACKSTONE JUST TOLD ITS INVESTORS THIS IS NOT THE DOT-COM BUBBLE.

Jon Gray runs the largest alternative asset manager on earth. He just showed the room the exact number that separates 2026 from 2000. And it is not close.

Blackstone deployed almost $100 billion into data centers this year alone.
Six gigawatts of new capacity. Their tenants will add another $200 billion in chips on top of that.
Blackstone did not do this because they were guessing.

"hyperscaler capex, five companies, $415 billion last year. that number has doubled this year to $820 billion. that's equal to 2.5% of the GDP of the United States"

"SK Hynix today trades at a four P/E multiple. it is not 2000 when Cisco was trading at 150 times earnings"

Then he showed the cost of building one AI factory:

"$55 billion for a gigawatt"

"the beef is the return on investment"

bookmark & watch the moments worth watching twice ↓

[מכפיל רווח - ליאור וידר @TheBigShortIL]

הייתי אומר שדי מפחיד להסתכל על המכפילים הנוכחיים של רוב מניות ה- S&P500 ובעיקר של מניות הטכנולוגיה.

לדעתי השווקים לא ימשיכו להתעלם מזה לאורך זמן, ובסוף זה ינשך את כולנו ב...

[Dan Adin דן עדין @adin_dan]

קורע לב. תמכו בו

[Dani Cukierman @Danicuk]

Good read!!

[iFunds @iFundsCapital]

נייר מעמיק של איי קפיטל שאנחנו תימצתנו ועברתנו עבורכם. בניגוד לאינטואיציה מגה קרנות פרייבט אקוויטי ביצעו טוב יותר מה��ולגות הקטנות והזריזות

https://t.co/3XlWRoaYSQ

[Charlie Bilello @charliebilello]

1-Month Treasury Yield: 3.93%
30-Year Treasury Yield: 3.89%

The full US yield curve is now inverted.

Last 2 times that happened?

1) Aug-Sep 2019 (recession started in Mar 2020)

2) Aug 2006 - Aug 2007 (recession started in Jan 2008).

[Chris Bakke @ChrisJBakke]

In 2021 I raised $10M for my startup with a 13 minute phone call.

In 2022 I’m on month 4 of diligence with our new lead investor who’s investing $150 in Kohls Cash into our company and taking two board seats.

[Dani Cukierman @Danicuk]

למען ההגינות זה בוויפיי (שאגב מופעל ע״י ציוד שאני שוכר בזק) , בחיבור קווי זה 55 - לא 100

[Dani Cukierman @Danicuk]

My Internet speed is 28Mbps. How FAST is your Internet? https://t.co/aaKglvcquf
שאלה? אם רכשתי מבזק , שהם גם הספק, מהירת אינטרנט של 100 מגה בייט בשנייה אז המספר כאן הוא סביר ? הנציג הסביר שזו חבילה של עד 100 מגה בייט.

[Jānis Lācis @Lidotajs]

😬 #DontLookUp in real life. 🥵

[Reid Hoffman @reidhoffman]

After more than 1,000 board meetings at Microsoft, Airbnb, LinkedIn, PayPal, and more...

I've learned that effective boards don't happen by accident.

Here are 8 rituals of the world's best boards: 👇

[Reid Hoffman @reidhoffman]

I’ve turned these 8 rituals of great boards into a set of tools you can copy and use.

https://t.co/3hXb8HBobT

[Dalai Lama @DalaiLama]

We all have a responsibility to educate our human brothers and sisters. Inner values are the ultimate source of happiness, not money and weapons, whether you’re talking about individuals or the whole of humanity.

[Dude @Onlineobserver]

THE INTERNET IS UNDEFEATED!

[Dalai Lama @DalaiLama]

Compassion is the basis of our survival, not just a religious matter. Our very life depends on the affection of others, so it's in our interest to take their concerns into account. We must think more about inner values and cultivate compassion in our own lives.

[StoryMoment The Mindful Storytelling App @StoryMomentApp]

How we like to talk with our kids about stress is for them….
#ChildrensMentalHealthWeek #children #kids #Mindfulness #Awareness #happiness #bedtimestories
https://t.co/tTkbo0BIaf

[Dalai Lama @DalaiLama]

We must try to incorporate understanding of the workings of our emotions and the ways to tackle them into our education system. If we are kind and compassionate, we’ll be honest. That leads to trust, stability and friendship.

[StoryMoment The Mindful Storytelling App @StoryMomentApp]

Listen to stories!! #storymomentapp #children #mindfulness #calm #kidsstories #parenting #kids #meditation #bedtimestories #bedtime #sleep

https://t.co/3SQFnb5cbF

[StoryMoment The Mindful Storytelling App @StoryMomentApp]

Bedtime stories are also good for parent!!!

#storytime #storymoment #storymomentapp #thoughtprovoking #stories #readaloud #storytelling #bedtime #parenting #Mindfulness #calm

https://t.co/m5JUjv5SSy

[StoryMoment The Mindful Storytelling App @StoryMomentApp]

It is hard to explain the joy you feel as parents seeing our children learning something new. We always feel that with telling stories it’s the same, only in a story you are not behind the camera :)

#bedtimestories
#storymomentapp #stories #readaloud #storytelling #parenting

[Andy Tran @andy23tran]

Best cold outreach I have gotten on LinkedIn of all time. I don't know if any 8th grader can have a true "passion" for VC investing but I definitely respect hustle. Hey kid, you are already mastering the art of the cold email. You will go far! 🏅